A practical place to begin
Clear information.
Better questions.
Use this guide to organize the details, identify the decisions ahead, and prepare for a productive conversation.
Core professional roles
- Attorney for legal authority, court, and document questions
- CPA or tax professional for tax and accounting questions
- Trustee, executor, administrator, or authorized representative for decisions
- Krissy for property strategy, marketing, negotiation, and the sale
- Escrow and title professionals for their assigned transaction work
Property support
- Contractors and repair professionals
- Estate-sale companies
- Hauling, donation, or storage providers
- Property managers when necessary
- Insurance professionals
- Inspectors and specialized property professionals
Communication plan
- Identify the authorized point of contact
- Decide who receives updates
- Keep attorney and tax questions in the correct lane
- Document property decisions and approvals
- Use clear timelines for vendors and access
- Avoid asking one person to perform every professional role
