Probate Property Checklist (New York)
This checklist is designed to help families and estate representatives organize the steps involved when handling and selling an inherited property in New York. It focuses on the practical real estate side of the process and is meant as a planning guide.
1. Immediate Steps After a Passing
Locate the will (if one exists)
Obtain multiple certified copies of the death certificate
Secure the property (locks, alarm, utilities)
Forward the homeowner’s mail
Notify insurance company of the situation
2. Determine Estate Authority
Identify the executor named in the will
If there is no will, determine who may become administrator
Begin probate process with the Surrogate’s Court
Obtain Letters Testamentary or Letters of Administration
Confirm authority to manage or sell the property
3. Gather Property Information
Locate the property deed
Identify mortgage balance (if any)
Collect property tax information
Confirm utility accounts
Check homeowners insurance coverage
4. Evaluate the Property Condition
Walk through the home and note repairs needed
Check roof, plumbing, electrical, and structural items
Identify cosmetic updates that may improve value
Determine if the home is safe and insurable
Take photos and document condition
5. Decide on a Selling Strategy
Evaluate selling the home as-is
Consider strategic repairs or improvements
Determine estimated market value
Review potential cash buyer options
Discuss timeline goals with heirs
6. Prepare the Property for Sale
Remove personal belongings
Coordinate estate clean-out if necessary
Deep clean the property
Complete minor repairs if beneficial
Stage the property if appropriate
7. Coordinate With the Estate
Confirm all heirs are informed about the sale
Discuss how proceeds will be distributed
Ensure estate bank account is established
Coordinate with the estate attorney if necessary
Maintain records of expenses and repairs
8. List and Market the Property
Determine the listing price
Schedule professional photos
Launch the property on the market
Review offers with the estate representative
Accept the best offer based on terms and timing
9. Closing the Sale
Complete buyer inspections
Coordinate appraisal if required
Prepare closing documents
Transfer ownership to buyer
Deposit proceeds into the estate account