Before you talk to an attorney or a listing agent, it helps to have the basic information about the house and the estate gathered in one place. This free checklist walks you through what to collect — no obligation, and nothing to sign up for beyond receiving it.
General California probate and trust real-estate education. Not legal, tax, title, appraisal, or court advice. Talk with a qualified professional about your situation.
What’s in the checklist
The checklist is organized around the kinds of documents and information that come up early in handling an inherited house, including:
- Documents that show how the house is titled — the deed, and any trust document if one exists
- The will, if there is one, and any court papers already filed
- A death certificate
- Basic information about the property — mortgage, property tax, insurance, and HOA details, if applicable
- Information about other estate assets, so your attorney has the full picture
- Notes on the property’s condition, so you can start thinking about what preparation might involve
This information doesn’t establish anything about your legal situation by itself — it helps your attorney assess it faster, and helps a listing agent understand what to plan for once authority is confirmed.
Who this is for
Executors, administrators, successor trustees, and family members who want a straightforward way to start organizing — whether or not you’ve spoken with an attorney yet. Working through the checklist doesn’t require you to have made any decisions about selling the house.
How to get it
Enter your name and email below, and the checklist will be sent to you directly. There’s no obligation attached, and requesting it doesn’t commit you to working with Alex Gonzalez or anyone else.
What happens after you request it
You’ll receive the checklist by email. If you have questions afterward, you’re welcome to request a conversation with Alex Gonzalez — but that’s entirely optional.
Related reading
We work with your attorney, not around them. Alex Gonzalez does not provide legal, tax, title, appraisal, or court advice.