End-of-Year Homeowner Paperwork Checklist

End-of-Year Homeowner Paperwork Checklist

Hello Friends!

As we approach the end of 2023, it’s time to gather your annual paperwork. As your dedicated real estate agent, I'm here to support you beyond just transactions. Here's a quick checklist for organizing your end-of-year real estate documents:


  • Yearly Mortgage Statement: Your annual mortgage statement breaks down your principal and interest payments for the year. It also itemizes your monthly escrow contributions for taxes and insurance.


  • Property Tax Receipts: Keep your property tax payment receipts handy for tax season. If you have a mortgage, these payments will be listed in your yearly mortgage statement.


  • Insurance Coverage: Home values in Chester County have appreciated by 10% year-over-year, on average. Are you adequately insured for your home’s current value? If you're unsure, I can provide an updated valuation.


  • Capital Improvements: Document any significant property improvements you've made over time. While not necessary for annual taxes, these records will be valuable when selling the property.


This checklist simplifies your end-of-year homeowner tasks. In the new year, watch out for detailed articles on these topics. For now, let’s focus on getting these tasks done. Feel free to reach out if you want further explanations.

Click here to download a printer-friendly checklist.


I trust this checklist will assist you in organizing your real estate paperwork for this year. If you have any questions, don’t hesitate to contact me. I’m here to assist!


Wishing you a productive end to 2023,

Jon Ivins

End-of-Year Homeowner Paperwork Checklist

Work With Jon

His extensive knowledge of Chester County and broad experience in real estate is an invaluable advantage to his clients. Representing and consulting with clients either buying or selling new or resale homes, residential investment properties, building lots, and raw ground, he is dedicated to accomplishing his clients’ goals ahead of all others.