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1. #HOUSEBOOK HOME INVENTORY HOW TO#
2. #HOUSEBOOK HOME INVENTORY SERIAL NUMBERS#
3. #HOUSEBOOK HOME INVENTORY UPDATE#

Write that letter to someone that you were never quite brave enough to send during your life.

#HOUSEBOOK HOME INVENTORY HOW TO#

I also have suggestions on how to liquidate those items.įinally, include some personal materials.

#HOUSEBOOK HOME INVENTORY SERIAL NUMBERS#

If anything has significant resale value in your home, what are the serial numbers of those items and where are they likely located? I have inventories of things like my small trading card collection, my family’s inherited coin collection, and some other things. Third, gather information about your significant assets. It’s also likely worthwhile to include information about your employer here as well. Include this information as a single page or two at the front of your house book.

You want to make it as easy as possible for someone to take care of these most important steps. Make a list of these accounts, who’s on the accounts, who the beneficiaries are, and who to contact for each account.

Second, gather together all of your insurance documents and information on all accounts that have significant assets. Do you have a copy of your will? What about other estate documents, like trust documents? Collect all of these together before you do anything else and make sure that current copies of all such documents are in the book. You may want to do things slightly differently, but that’s my recommendation.įirst, make sure that all of your estate documents are present. The binder fits quite easily in a safe deposit box and protects the pages. I have mine stored in a three ring binder with a bunch of transparent document holders, so I can easily change the documents without worrying about punching holes. I recommend you give it a shot.īefore anything else, decide how you’re going to store this. My belief is that if you have any dependents in your life or if anyone you know and care about will have to deal with your possessions when you pass away, creating this kind of “house book” is not only invaluable for them, but it’ll be surprisingly helpful for your own peace of mind. I know, just looking at this binder, that if something were to happen to me, the transition to what comes next in the life of my wife and children will be as smooth as possible. Unfortunately, as I leafed through the book again, I quickly realized that the book was already outdated, so I spent a few hours over the following days making it current.Īs I look at that thin binder now, fully updated, I feel incredibly good. It starts off with a brief note suggesting things to do first, such as contacting insurance companies and notifying my business associates. Inside that “house book” is contact information for the various businesses I have contracts with, information on all insurance policies pertaining to me, a copy of my will and Sarah’s will, an inventory of the valuable assets around our home with serial numbers, and a few other personal items, such as letters for my children to read when they’re older if I’m not around to be there for them. All they have to do is grab that binder and all of the key info is right there. I intended that binder as a one stop shop for everything that a person might need to know to close out my accounts and make sure that my family has easy access to all of the assets and insurance that they were due should I pass away suddenly. A few years ago, I assembled a binder containing a number of important documents regarding my assets and my estate plans.

The idea of a “house book” is something I’ve covered in the past. It’s easy to put that off because I have to find a different lawyer and well, what a pain.

#HOUSEBOOK HOME INVENTORY UPDATE#

“I’ve been thinking I need to update my House Book so all the information in it is current I remind my son (who lives half a continent away) of where it is every time I’m with him. One particular comment, from a user identified as threeoutside, really stuck out, and I wanted to share it here: The positive feedback and comments via email and social media was tremendous, with countless kind words for my friend, his family, and myself, and all were appreciated. A week or so ago, I shared an article about my friend’s sudden heart attack.