7 Key Steps to Selling an Inherited Home

1. Establish Legal Ownership & Title

If the home wasn’t placed in a trust, it will likely need to pass through the probate process. This court-supervised legal procedure officially transfers ownership to the heirs. We highly recommend consulting with a probate attorney to navigate this step. A title search should also be conducted to ensure the property is free of liens and to confirm the rightful ownership.

2. Gather Essential Documents

You’ll need several important documents to begin the process, including:

• The deceased’s will

• The property deed

• Mortgage statements

• Property tax records

• The death certificate

Don’t worry — if you’re not sure where to start, our team can help you collect and organize these documents quickly.

3. Appraise the Property

To determine the home’s fair market value at the time of death (critical for calculating future taxes), a professional time-of-death appraisal is needed. This will also help guide your decisions about repairs, pricing, and whether to sell “as-is.”

4. Prepare the Property for Sale

This is where many families feel stuck — the home may be full of personal belongings, need repairs, or feel too overwhelming to face alone. That’s where Trusted Transitions shines.

We offer:

• Full cleanout services (including donation, item sales, and junk removal)

• Packing and moving

• Cleaning and staging

• Minor repairs and updates (painting, landscaping, flooring, etc.)

Whether you want the home market-ready or sold as-is, we’ll help you make the best decision — and take care of the heavy lifting either way.

5. Hire a Real Estate Agent Who Understands Probate

Our founder is not just an investor with 20+ years of experience — he’s also a licensed real estate agent who has worked hand-in-hand with probate attorneys since 2020. This specialized knowledge ensures a smoother, faster sale with fewer hiccups.

6. Price and Market the Property

Using the appraisal, market data, and your goals, we’ll set a competitive listing price. From professional photography to listing strategy, we’ll market your home effectively to generate the right kind of attention.

7. Manage Offers and Close the Sale

We’ll help you:

• Review and negotiate offers

• Work with attorneys and title companies

• Manage closing documents

• Pay off any debts tied to the home

You’ll be supported through every decision — and we’ll make sure nothing is overlooked.