Home Legacy Binder & Agent Guides

Homeowners & families

Home Legacy Records Binder

Organize the home’s documents, systems, recurring costs, improvements, contacts and access while the homeowner can help. Record locations of sensitive information, never passwords or access codes.

Excel · Word · PDF

What the edition includes

• 10 visible Excel tabs with automatic summaries and review prompts
• 11-page editable Word binder and matching printable PDF
• Documents locator, home systems, recurring costs, improvements, contacts, access, wishes and handoff

Read the free Inherited Homes guide

Real estate professionals

Agent Edition Starter Guides 5-Pack

Co-brand five practical client guides with your name, logo and contact details. The educational steps remain available free on the website; the paid editions add editable branding and client-distribution rights.

Word · PDF previews

What the edition includes

• Five 3-page editable Word guides and five matching PDF previews
• 2-page setup and license guide in Word and PDF
• Inherited Home, Downsizing, Shared Home, Buying Land and Selling

Explore all free starter guides

Real estate professionals

Agent Edition Inherited Home Starter Guide

Give clients a practical five-step inherited home starter guide with editable branding and a role-safe How I can help panel.

Word · PDF preview

What the edition includes

• One 3-page editable Word guide and matching PDF preview
• 2-page setup and license guide in Word and PDF

Read the free Inherited Home guide

Real estate professionals

Agent Edition Downsizing Starter Guide

Give clients a practical five-step downsizing starter guide with editable branding and a role-safe How I can help panel.

Word · PDF preview

What the edition includes

• One 3-page editable Word guide and matching PDF preview
• 2-page setup and license guide in Word and PDF

Read the free Downsizing guide

Real estate professionals

Agent Edition Shared Home Starter Guide

Give clients a practical five-step shared home starter guide with editable branding and a role-safe How I can help panel.

Word · PDF preview

What the edition includes

• One 3-page editable Word guide and matching PDF preview
• 2-page setup and license guide in Word and PDF

Read the free Shared Home guide

Real estate professionals

Agent Edition Buying Land Starter Guide

Give clients a practical five-step buying land starter guide with editable branding and a role-safe How I can help panel.

Word · PDF preview

What the edition includes

• One 3-page editable Word guide and matching PDF preview
• 2-page setup and license guide in Word and PDF

Read the free Buying Land guide

Real estate professionals

Agent Edition Selling Starter Guide

Give clients a practical five-step selling starter guide with editable branding and a role-safe How I can help panel.

Word · PDF preview

What the edition includes

• One 3-page editable Word guide and matching PDF preview
• 2-page setup and license guide in Word and PDF

Read the free Selling guide

The five-pack contains the same five individual agent editions. The educational steps remain free to read; the planned paid editions add editable branding and client-distribution rights. They include Word files and PDF previews, with no Canva template link or interactive PDF fields.

Educational organization only. These resources do not create legal authority, determine ownership or reimbursement rights, or replace qualified legal, tax or financial advice. Local requirements and brokerage advertising rules vary.