01
The property
- The street address, city, and county, if known.
- Whether the home is occupied, vacant, or rented.
- Known repairs, belongings, or access issues.
Inherited-property conversation checklist
You do not need
all the answers.
Use this checklist to organize what you already know. Skip anything you are unsure about. You can contact us at any point.
02
The people involved
- Your relationship to the property and who else is involved in the decision.
- Who is currently coordinating the estate or trust, if applicable.
- Whether an attorney or title company is already involved.
03
Your timing and priorities
- Any dates or deadlines you have already been given.
- Whether speed, sale proceeds, preparation work, or distance is the biggest concern.
- What you want to understand about an as-is sale or a brokerage listing.
04
Your questions for Dan
- What information would help compare the sales paths?
- What work, if any, should we discuss before spending money?
- Who needs to be part of the next conversation?
Bring the basics.
Keep private documents private.
Please leave account numbers, identification documents, and estate or trust paperwork out of the website form. We can discuss what information is needed and how to share it appropriately.
This is a conversation organizer. It does not establish who can sell, what approvals are required, or any legal deadline. Questions about authority and the estate or trust process belong with your attorney and title company.
Your next step