Guide overview
Start with what matters most When someone passes and you're left managing their home, the sheer volume of things to do can feel overwhelming. Before anything else: give yourself permission to move slowly. Nothing has to happen in the first week. Here is a practical order of operations that many families find helpful. Secure the property Make sure the home is locked, utilities are on, and any perishables are removed. If the home will sit empty for a while, notify the homeowner's insurance and consider a neighbor or property manager who can check in periodically. Gather key documents Look for the will, trust documents, title to the home, financial account information, and any prepaid funeral arrangements. A safe, filing cabinet, or desk drawer is the most common place to start. If you can't find a will, an estate attorney can help you navigate the process. Do not throw anything away yet One of the most common regrets families share is disposing of items before knowing their value. Set aside anything you're unsure about — papers, small items, and collections especially. An estate sale company or appraiser can help you understand what is worth keeping, selling, or donating. Make a simple list of what needs to happen Break the process into categories: - Legal and financial (probate, bank accounts, utilities) - The contents of the home (furniture, clothing, collectibles) - The property itself (sale, transfer, or holding) You do not need to tackle all three at once. Most families find it easier to handle legal matters first, then the contents of the home. Reach out to one professional at a time You do not need to hire everyone immediately. A single consultation with an estate sale company or estate attorney can help you understand your next best step. Many will provide a free walkthrough or initial call.