SAN DIEGO PROBATE PRO The Probate Property Roadmap
PROTECTING THE PROPERTY & FIRST STEPS
PROTECTING THE PROPERTY DURING PROBATE Because probate can take several months, protecting the property is critical. Vacant homes can face risks such as vandalism, water damage, insurance complications, or liability claims.
CONFIRM INSURANCE
SECURE THE PROPERTY
MAINTAIN THE PROPERTY
Notify insurer immediately. Confirm policy stays active. Review vacancy restrictions. Ensure liability coverage. Get a vacancy policy if needed.
Lock all doors and windows. Change locks if needed. Forward mail promptly. Maintain exterior lighting. Schedule regular inspections.
Continue landscaping care. Monitor plumbing and HVAC. Repair small issues quickly. Maintenance protects estate value.
FIRST STEPS AFTER TAKING RESPONSIBILITY
Secure & document the property Change locks, do a walkthrough, and photograph all conditions immediately upon taking responsibility.
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Gather title, insurance & mortgage records Collect deeds, active policies, and any probate filings to establish a clear picture of the estate.
2
Confirm your legal authority Do not sign contracts or make financial decisions until the court formally grants your authority.
3
Determine occupancy & property condition Assess whether the home is vacant, tenant-occupied, or needs repairs before any sale can proceed.
4
Consult a probate attorney early Understand Full vs. Limited IAEA authority and all court requirements before major decisions.
5
Contact a probate real estate specialist Get a property evaluation and develop a sale strategy that protects estate value for all beneficiaries.
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www.SanDiegoProbatePro.com
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