Getting a probate property or home in a trust ready to sell involves more than cleaning. Before the first showing, we recommend completing these five steps to protect the estate and increase the odds of a successful sale:

 Secure the property:

Change locks and install a secure lockbox. A REALTOR® lockbox provides your real estate agent with notifications containing the name and contact details of every real estate agent who accesses it. Controlling access ensures your agent and you are aware of who is entering.

 Forward mail:

An overflowing mailbox is a clear signal the home is vacant. Prevent theft and ensure you don’t miss any important correspondence by rerouting where the mail is delivered.

 Inventory and remove personal property:

Once the beneficiaries have taken their mementos, it’s important to decide what should be sold or possibly donated. Professional estate sale companies or a cleanout company can help clear the home efficiently.

 Gather important documents:

California Association of Realtors disclosures, insurance paperwork, past repair receipts, or old inspection reports can help ensure the estate is disclosing all known details to the buyers.

 Work with a probate-savvy REALTOR®:

A real estate professional who understands probate timelines, court requirements, addressing personal property, presenting the home to potential buyers, and fiduciary duties of the personal representative will save time and reduce liability.

To prevent unnecessary delays, proper preparation helps and protects the estate’s interests. These five steps are simple but make a big difference.