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EstateSalen.com

Estate Planning Guidance

Pre-Probate Planning Guide

Steps families can take before or immediately after a death

Pre-probate planning means organizing documents, understanding what the estate contains, and preparing for the legal and practical steps ahead — before the formal probate process begins.

Educational Information Only: EstateSalen provides general educational information about probate, estate sales, cleanouts, downsizing, inherited property, and real estate transition services. EstateSalen is not a law firm and does not provide legal, tax, financial, or real estate brokerage advice. Always confirm requirements with the appropriate court, licensed attorney, tax professional, financial advisor, or licensed real estate professional.

How EstateSalen Helps

Document Checklist

Know exactly which documents to locate first

Time-Sensitive Steps

Some tasks must happen within days — know what they are

Family Coordination

Guidance on coordinating decisions with multiple heirs

Property Preparation

How to secure and assess real estate and personal property

Step-by-Step Process

1

Secure the property

Change locks, forward mail, and secure valuables immediately after a death.

2

Locate the will and estate documents

Check safe deposit boxes, home files, and contact the deceased's attorney.

3

Gather certified death certificates

Order more than you think you need — typically 10–15 copies.

4

Notify financial institutions

Notify banks, investment firms, and insurance companies. Do not move funds until you have legal authority.

5

Document personal property

Photograph and inventory contents before anything is moved, donated, or discarded.

6

Consult a probate attorney

Even a brief consultation helps clarify what your state requires.

Find Your State Guide

Select your state for local resources, court information, and provider referrals.

Get Help Planning the Next Steps

We'll connect you with estate sale companies, realtors, and other professionals who can help you through this process.

Free service. No obligation.

Frequently Asked Questions

What should I do in the first 48 hours after a death?

Secure the property, gather documents, order death certificates, and notify immediate family. Do not distribute or sell anything until you have legal authority.

Can I enter and secure the property before probate?

Generally yes, to secure it — but consult an attorney before removing or selling any assets.

What happens if there is no will?

The estate passes according to your state's intestate succession laws. A probate court will appoint an administrator. Confirm with your local probate court or licensed attorney.

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