Inherited a Home? Need to Sell? Let’s Talk…

“Prepping an Estate Property for Sale: What to Do First”

Losing a loved one is hard enough. Managing their home and belongings afterward can feel like a heavy responsibility—but you don’t have to go it alone.

Here’s a practical and compassionate checklist to help you get started:

1. Secure the property.

Make sure the home is locked, utilities are functioning (or safely shut off), and mail is forwarded. If needed, change the locks and notify the HOA or neighbors.

2. Locate important documents.

Gather the will or trust documents, property deed, mortgage info, insurance policies, and utility bills. Having everything organized early can save time and legal complications later.

3. Contact professionals.

You’ll likely need an attorney (especially if probate is involved), a real estate agent experienced in estate sales, and possibly a CPA. If personal belongings need to be sold, an estate sale company can help.

4. Assess the property’s condition.

A thorough walkthrough will reveal what repairs or updates may be necessary to prepare for sale. You don’t need to renovate—just get it clean, safe, and show-ready.

5. Start the cleanout process.

This is often the most emotional and time-consuming step. Take your time. Let family claim meaningful items first. Then, donate, sell, or discard what’s left.

Selling an estate property can be a healing process—but also a complex one. I specialize in this kind of work and can coordinate everything from cleanout to closing.