Probate Property Readiness Checklist

• [ ] Secure the property
  • [ ] Change or rekey locks
  • [ ] Confirm all doors and windows are locked
  • [ ] Install or verify alarm system
• [ ] Stabilize utilities and services
  • [ ] Turn on essential utilities (electric, water, gas)
  • [ ] Transfer or maintain internet if needed for smart devices
  • [ ] Set HVAC to safe temperature to prevent damage
• [ ] Protect the asset
  • [ ] Verify homeowner or vacant property insurance is active
  • [ ] Notify insurer of vacancy status
  • [ ] Schedule periodic property checks
• [ ] Mail and administration
  • [ ] Forward mail with USPS
  • [ ] Pause subscriptions and deliveries
  • [ ] Collect vehicle titles, spare keys, and access codes
• [ ] Initial assessment
  • [ ] Quick walkthrough for condition and safety issues
  • [ ] Photograph current state for records
  • [ ] Identify any hazardous materials or leaks
• [ ] Personal property and cleanout
  • [ ] Identify and set aside sentimental or high-value items
  • [ ] Arrange estate sale or donation pickups
  • [ ] Schedule cleanout and trash removal
• [ ] Vendor coordination (as needed)
  • [ ] Locksmith
  • [ ] Landscaper and exterior cleanup
  • [ ] Handyman for minor repairs
  • [ ] Deep clean service
• [ ] Documentation and title
  • [ ] Confirm letters of administration or authority
  • [ ] Verify ownership and liens
  • [ ] Gather mortgage, tax, and HOA statements
• [ ] Valuation and strategy
  • [ ] Obtain market valuation and comps
  • [ ] Review net sheets for options: as-is, light repairs, or cash offer
  • [ ] Decide preliminary sale strategy and timeline
• [ ] Preparation to market (if listing)
  • [ ] Complete minor repairs and yard cleanup
  • [ ] Professional photos
  • [ ] Disclosures and required forms prepared
• [ ] Communication
  • [ ] Keep attorney updated at milestones
  • [ ] Share summary and next steps with heirs/beneficiaries

Tip: This checklist pairs with a local vendor list so the PR can act quickly without overwhelm.

Local Vendor Types Relevant to Probate

• Locksmith
• Alarm/security company
• Board-up service (emergency securing)
• Estate clean out / hauling