The First-Year New Homeowner Toolkit
£19.00 GBP
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The First-Year New Homeowner Toolkit
£19.00 GBP
Your home didn't come with a manual. This is the closest thing to one.
Most first-year homeowners miss deductions they were entitled to and let builder warranty windows close unclaimed, simply because nobody told them to look. This is a tablet-native toolkit with a tap-to-navigate home screen, built for GoodNotes, Notability, and Adobe Acrobat, not a printer, covering the four areas that trip up new homeowners most: taxes, builder warranty, seasonal maintenance, and the mistakes that cost the most.
What's included:
- A first-30-days checklist for getting settled with confidence
- General federal tax facts (mortgage interest, points, the SALT cap) framed as the questions to bring to your CPA, not personalized advice
- A homestead exemption explainer that points you to your own county assessor rather than guessing at numbers
- An 11-month builder warranty walk-through checklist, so nothing gets missed before it expires
- A seasonal maintenance calendar, month by month, plus homeowners insurance and mortgage/escrow explainers
- A repair fund calculator, a DIY-or-pro decision guide, and 4 fillable worksheets: systems and warranty tracker, tax document checklist, warranty claim log, and first-year budget reality check
Format: 29-page tablet-native PDF toolkit with 145 genuinely fillable form fields, hyperlinked navigation, works on tablet, phone, or desktop in GoodNotes, Notability, or Adobe Acrobat.
This toolkit provides general educational information, not personalized tax, legal, or financial advice. Confirm specifics with your CPA and your county assessor's office.
What do I actually get?
A fillable PDF workbook you can complete on screen or print. Many guides also include extra worksheets or checklists as additional files.
Is this editable, or just a PDF to read?
Most guides have fillable form fields built in, so you can type directly into the PDF. You can also print and fill them out by hand.
Does this apply to my state or country?
Our guides are written for a general U.S. audience and are educational, not legal advice. Where rules vary by state, we flag it in the guide. If you are outside the U.S., check the product description or contact us first.
Is this legal, medical, or financial advice?
No. Our guides are practical, general education. They are not a substitute for a lawyer, doctor, financial advisor, or therapist.
How do I access my files after I buy?
Your files are emailed to you immediately after checkout, and you can re-download them any time from your account order history.
