Resources & Checklists
Free, practical guides to help you navigate estate clear-outs and senior moves
Executor's Estate Clear-Out Checklist
A comprehensive checklist for executors handling an estate clear-out. Covers initial steps, documentation requirements, sorting decisions, and timeline planning.
What's covered:
- Authority-to-act documentation
- Initial Property Walkthrough
- Sorting and categorization
- Valuable item identification
- Donation and disposal planning
- Final walkthrough requirements
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Senior Downsizing Checklist
Step-by-step guidance for seniors and their families planning a move to a smaller space. Helps prioritize decisions and reduce overwhelm.
What's covered:
- Measuring and floorplan review
- Room-by-room sorting strategy
- Sentimental vs. practical decisions
- What to do with excess furniture
- Moving day preparation
- New home setup tips
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Free • No email required
First 7 Decisions After a Loved One Passes
A focused guide for the immediate decisions executors and families face in the first days and weeks. Designed to reduce stress and provide clarity.
What's covered:
- Securing the property
- Notifying key parties
- Understanding your legal authority
- Initial Site Walkthrough
- Deciding on professional help
- Timeline and deadline planning
- Communicating with family members
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Free • No email required
Need more than a checklist?
These guides are helpful starting points, but every situation is unique. If you'd like personalized support, we're here to help.