Property Transition Checklist

A structured checklist for families to follow in the first 30 days after a loss.

First Week

  • Locate deed, mortgage statements, insurance policies, and will or trust documents
  • Notify mortgage servicer of the death
  • Continue property insurance coverage
  • Secure property if vacant

Week Two

  • Determine how property was owned (sole, joint, trust)
  • Contact attorney about estate administration
  • Gather information about estate value
  • Continue mortgage, tax, and insurance payments

First 30 Days

  • File for probate if required
  • Identify all potential heirs
  • Begin coordination with professionals
  • Document property condition

Need Help With Your Property Transition?

RREX can help you understand the process and identify next steps.

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