Know how it’s owned
Check whose name is on the deed, any mortgage or equity loan, and whether the home is held individually, jointly or in a trust. Title affects what happens next and how quickly a sale can close.
Talk to an attorney
Wills, trusts and powers of attorney all touch the home. An estate or elder-law attorney can explain the options. I’m not an attorney; I make the housing side work alongside theirs.
If you’ve inherited a home
- Authority to sell. The estate’s representative typically needs court authority first. Your attorney will guide you.
- Value at passing. Ask your accountant about a date-of-death valuation. I can provide a market analysis.
- Carrying costs. Taxes, insurance and upkeep continue while the estate settles.
How I help
Valuation, preparation, coordination with your attorney and accountant, and the sale from listing to closing. I can also introduce trusted professionals.
General information, not legal, tax or financial advice. Please consult a qualified professional; I’m happy to refer you.