Obtain the deed and confirm how title was held● High priority

The transfer process depends on whether the property was held jointly, in trust, or solely by the deceased.

Get a certified copy of the death certificate● High priority

Required for all title transfers, probate filings, and sale transactions.

Consult a real estate attorney about title transfer● High priority

Transferring title correctly protects you from future title disputes. Requirements vary by state.

Consult a CPA about capital gains and inheritance taxes● High priority

Inherited property often gets a stepped-up tax basis. A CPA can help you understand your specific situation.

Get the property appraised at date of death value● High priority

This establishes your cost basis for tax purposes. Use a licensed appraiser.

Review all liens, mortgages, and property taxes owed● High priority

These must be satisfied before or at the time of sale. A title search will reveal any issues.

Sort personal belongings before listing the property● High priority

Clear the home of all personal property before putting it on the market. An estate sale is the most effective way to handle this.

Schedule an estate sale for household contents● High priority

An estate sale liquidates furniture, clothing, collectibles, and household goods efficiently. Most companies take 30-35% of sales.

Interview at least 3 realtors before listing● High priority

Get comparative market analyses and discuss timing, repairs, and staging to maximize your sale price.

Schedule cleanout after the estate sale

Remove remaining items and prepare the property for showing. A clean, empty home sells faster.

Get cash offers if you need a fast, as-is sale

Cash buyers close in days to weeks without repairs or showings — useful when you need speed or the property needs major work.

Decide whether to sell, keep, or rent the property● High priority

Each option has different tax, maintenance, and financial implications. Consult a financial advisor.

Coordinate the estate sale, cleanout, and home listing timeline● High priority

Sequence these events properly: estate sale first, cleanout second, real estate listing third.