The first property decision is often confirming who has authority to make it. Roles and authority depend on the documents, court process, and individual circumstances.
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.
People you may hear about
Executor named in a will
Court-appointed administrator
Trustee or successor trustee
Beneficiaries named in a trust or other document
Heirs identified under applicable law
Personal representative authorized to act for an estate
Questions to clarify
Who currently has authority to access and manage the property?
Has the necessary court appointment or trust authority been confirmed?
Who may sign listing, disclosure, escrow, and sale documents?
Who needs information or formal notice?
Are there deadlines, restrictions, or approvals affecting a sale?
Keep roles clear
Attorney or court professional confirms legal authority
CPA or tax professional addresses tax questions
Krissy handles real-estate strategy and the property transaction
Escrow and title handle their assigned closing functions
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 Talk
