New Homeowners
Your home is your largest asset. This playbook helps you list what you own and know where each record lives — calmly — so you are ready whenever life asks.
Start small · No account needed to read this guide
One manageable first step.
Photograph the belongings in one room and note where your insurance policy is kept. You can build the rest of your inventory a little at a time.
How Plans & Keepsakes helps
Know where the details of your home live.
For your closing papers, insurance policy, receipts, and warranties, keep a copy in your own secure storage (see the Records Guide). The home inventory lets you document belongings by room with photos and values, so you have a clearer record of what you own.
What that looks like in everyday life
If an appliance needs a repair, find its receipt and warranty together. If you need to speak with your insurer, your policy and photos are easier to gather.
What you can do with Plans & Keepsakes
Know your home, room by room.
Plans & Keepsakes gives you a photo record of the belongings in your home, and the Records Guide covers the papers behind it. Build it gradually, starting with one room or one important policy.
A room-by-room inventory
Organize belongings by room and add photos, purchase prices, current values, and serial numbers.
Why it matters: A written record is easier to refer to than trying to remember everything after a move, theft, or damage.
Receipts, warranties, and home records
Closing papers, insurance policies, appliance receipts, and warranties: keep a copy in your own secure storage (see the Records Guide).
Why it matters: Find the details you need when an appliance breaks or your insurer asks about coverage.
A record you can take with you
Export your home inventory as a PDF, including the item information you have entered.
Why it matters: Have something concrete to review with an insurer or keep as a backup. An inventory does not guarantee a claim outcome.
What to gather
Gather what applies to your family and keep important records in storage you control (see the Records Guide). It does not need to be complete to be useful.
- Deed, title, and closing documents
- Homeowners insurance policy and contacts
- Mortgage and lender information
- Room-by-room home inventory with photos
- Appliance manuals, warranties, receipts
- Trusted contractors and service history
Give your home’s details a place to live.
This guide is free to read. Create an account when you are ready to keep a home inventory and private family memories. Use this checklist while you gather records in your own storage. Playbooks and guides are general organizing guidance, not legal, financial, medical or insurance advice.
Another chapter of family life
