1. Legal and Documentation Steps
Secure authority, review will, and consult attorney.
2. Valuation and Financial Preparation
Appraise, calculate potential costs, and plan for debts/taxes.
3. Agent and Vendor Selection
Use competition to find the best probate-savvy team.
4. Property Preparation and Marketing
Secure, maintain, and present the home effectively.
5. Closing and Final Accounting
Manage offers, approvals, and distribution of proceeds.
Conclusion
This checklist helps executors stay organized and compliant. Seeking Agents™ supports the process by providing access to competing agents focused on estate success.
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