Executor Resources

Free Guides & Tools for Estate Property Decisions

Tools to guide you through the first steps of the estate process.

Executor Quick-Start Checklist

6-page comprehensive guide covering your first 30-60 days

What's included:

- Week-by-week action items for Months 1-2

- Property decisions timeline (when to get analysis)

- Common mistakes to avoid

- Critical deadlines

- Contact checklist

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Estate Property Timeline Roadmap

Complete month-by-month guide from appointment through closing

What's included:

- Months 1-2: Securing property

- Months 3-4: Strategic analysis and decisions

- Months 5-7: Property preparation and marketing

- Months 8-12: Sale and closing

- Beyond Year 1: Complex situations

- Carrying cost calculations

- Red flags that you're off track

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7 Costly Property Mistakes

And exactly how to avoid them

What's included:

- Mistake #1: Waiting too long to act ($6,000-$7,800 loss)

- Mistake #2: Not updating insurance (denied claims)

- Mistake #3: Guessing at price (family arguments)

- Mistake #4: Over-improving ($5,000-$15,000 wasted)

- Mistake #5: Ignoring safety repairs (buyer credits)

- Mistake #6: Undocumented decisions (liability exposure)

- Mistake #7: Trying to coordinate everything alone

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How I Help Executors

Phase 1: Strategic Analysis

30-45 minute property review, followed by a documented analysis that includes current market value, repair ROI for every proposed improvement, as-is vs. improved scenarios, net proceeds projections, and complete documentation for beneficiaries.

Phase 2: Complete Listing Services (If Selling)

If you decide to move forward with a sale: professional listing and marketing, coordination of cleanout and repairs, transaction management through closing, and continued documentation at every step.

If you list with me, Phase 1 analysis is included at no additional charge.

Here When You Need Clarity

These tools offer a strong starting point, but every estate comes with unique questions. If you’d like personal guidance, I’m here to help you understand your options and move forward with confidence.

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