Properties

Real estate—your home, vacation property, rental units, land, or investment holdings—is often the largest and most complex asset in your estate. After you've passed, loved ones must locate deeds, titles, mortgages, tax records, and more to transfer ownership, sell, or manage the property. Without clear documentation, serious roadblocks arise: lengthy probate delays, disputes over ownership, difficulty obtaining title insurance, unexpected liens or unpaid taxes surfacing, missed step-up in basis tax benefits, or even clouded titles that prevent selling or refinancing—turning a valuable inheritance into months or years of legal frustration, extra costs, and emotional strain.

The Property section in WhatNow eliminates these challenges by giving you a secure, comprehensive space to define all your property holdings in full detail. Whether primary residences, second homes, vacant land, timeshares, or commercial properties, you can enter everything crucial for a smooth transition:

- Property address, legal description, parcel ID, and county details  

- Ownership type: sole, joint tenancy, tenants in common, trust-held, or LLC  

- Deed and title information, including recording dates and locations  

- Mortgage or lien details: lender, loan number, payoff status, or HELOC notes  

- Tax information: assessor’s office, parcel number, recent assessments, or exemptions  

- Insurance coverage specific to the property  

- Utilities, HOA fees, or rental agreements if applicable  

- Special features: easements, zoning notes, surveys, or environmental reports  

- Attachments: scanned deeds, titles, closing statements, surveys, tax bills, mortgage statements, photos of the property, or even floor plans for quick proof and reference  

Add as many properties as you own—current or even past if relevant—and update anytime life changes. WhatNow keeps sensitive details encrypted and protected, accessible only to those you authorize.

With the Property section, you're not just listing addresses—you're providing your family with a complete roadmap to navigate one of the most valuable parts of your legacy. No more frantic searches through drawers or county offices; just clear, organized information that speeds transfers, minimizes taxes, avoids disputes, and lets them honor your wishes without unnecessary hurdles.

Open the Property section in WhatNow today. Document your holdings now, and give your loved ones the certainty and ease they deserve.