A little clarity.
A more manageable next step.
Use this checklist to organize an initial conversation and explore common questions about inherited, trust and probate properties. Your own plan will depend on the home, the authority in place and your advisers' guidance.
Inherited Property Preparation Checklist
Vincent Serhan, MBA · Vista Sotheby's International Realty · 310.896.6088 · DRE #01254997
One step at a time.
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This checklist is a planning aid, not a list of legal requirements. Confirm authority and estate-specific steps with the appropriate professional.
01 / Establish the starting point
02 / Prepare with purpose
03 / Bring the home to market
Understanding the path ahead.
These answers provide a starting point. An attorney should confirm the legal process and authority for your specific property.
Ask about your propertyDoes every inherited home have to go through probate?
California Courts: property after someone dies ↗
Who can authorize the sale of a trust-owned home?
Orange County Superior Court: trusts ↗
Will a probate sale require court confirmation?
Alameda Superior Court: administering the estate ↗
Should we repair or renovate the home before selling?
Can you help when the family or trustee lives out of town?
Can you help with estate values or tax questions?
IRS: gifts and inheritances ↗
General information only. Real estate services are provided through Vista Sotheby's International Realty; this website does not provide legal, tax or estate planning advice.
Go a little deeper.
Let's turn the questions into a plan.
A conversation is a useful first step.