Download the Executor's Checklist
One page, nine steps, no jargon. The real estate tasks an executor needs to handle, in the order they usually come up.
This covers the steps that come up in most probate cases. Always confirm the local and state requirements with your attorney, but keep this with your paperwork from the day you are appointed and you will have a much clearer picture of what is ahead.
A good number of these items are things I can take off your plate entirely, and I am glad to. In the meantime, download the checklist and work through it at your own pace.
Where should I send your checklist?
I use your email address to send the checklist and the occasional note about inherited property. Your address is never sold, rented or shared, and you can unsubscribe with one click at any time.
What the checklist gives you
- ✓ Know what to do in the first ninety days, without guessing
- ✓ Bring a prepared list of questions to your attorney
- ✓ Keep every heir informed and working from the same facts
- ✓ See which tasks you can hand off instead of carrying alone
Printable one page checklist, ready to bring to your attorney
Step by step, from the first filing to the closing table
Probate has a lot of moving parts, and they rarely arrive in a convenient order. The checklist puts them all on one page so nothing slips while you are also handling everything else a loss brings with it.
Clearing out the house, arranging repairs, pricing the property and getting it sold are all on that list, and all things I handle for executors every week. Start with the checklist, then call me when you are ready for the real estate side.