Authorized representative and real estate professional completing an inherited property sale
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Property Sale Roadmap

Prepare, Sell & Close

Once authority and direction are clear, the sale can move through a familiar real-estate process with added attention to the estate or trust context.

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.

Prepare and position

  • Confirm authority to list and sell
  • Choose an as-is or preparation strategy
  • Address access, contents, security, and urgent condition issues
  • Review comparable sales and current competition
  • Set a pricing and marketing plan
  • Complete required property information and disclosures

Market and negotiate

  • Coordinate photography and property access
  • Launch marketing appropriate to the property
  • Keep the authorized representative informed
  • Review price, financing, contingencies, timing, and risk
  • Coordinate inspections and information requests
  • Evaluate repair, credit, or price requests within the contract

Close and hand off

  • Complete remaining documents and authorized signatures
  • Coordinate final property items and clean-out
  • Keep required utilities and insurance active
  • Prepare for final walkthrough
  • Confirm keys, access devices, and possession
  • Review closing figures with the appropriate professionals
  • Retain sale and property records

Your questions are welcome

Let's turn the details
into a clear plan.

You do not need every answer before reaching out. Bring what you know and the questions still taking shape.

Let's TalkBack to Probate & Trust →