Executor & Family Resource Center

Managing a home after a death, move, downsizing decision, or family transition can feel overwhelming. These practical resources can help you protect important items, organize the next steps, and know when to ask for professional guidance.

Request a Free Consultation

Your First-Week Checklist

Every situation is different, but these steps can reduce preventable problems before the property is sorted or cleared.

Secure the Property

  • Confirm doors, windows, garages, sheds, and vehicles are secure.
  • Collect keys, remotes, access codes, and alarm information.
  • Arrange appropriate property checks if the home will be vacant.
  • Protect the home from weather, leaks, frozen pipes, or other immediate risks.

Protect Important Records

  • Set aside wills, trusts, deeds, titles, insurance records, tax documents, and account information.
  • Keep identification, military records, photographs, letters, and irreplaceable family materials together.
  • Ask the appropriate attorney or financial professional what records must be retained.

Pause Before Discarding

  • Do not throw away boxes, drawers, paperwork piles, costume jewelry, old tools, collections, or everyday household items before an evaluation.
  • Do not donate large quantities until the sale method has been discussed.
  • Separate only clearly personal items, essential documents, medications, perishables, and obvious trash when safe to do so.

Identify Decision-Makers

  • Confirm who has legal authority to make decisions for the property and contents.
  • Agree on the primary family or estate contact.
  • Document items promised to family members before sale preparation begins.

Information to Gather Before the Walkthrough

About the Property

  • Property address and current occupancy
  • Target date for sale, turnover, move, or listing
  • Access limitations, parking, association rules, or building requirements
  • Known safety, utility, or structural concerns
  • Whether the real estate will also be sold

About the Contents

  • Items the family will keep
  • Known collections, antiques, vehicles, tools, jewelry, art, or specialty property
  • Receipts, appraisals, certificates, or provenance that may help identify an item
  • Rooms, garages, attics, basements, sheds, and storage units that must be addressed
  • Items that may require special removal or disposal

Planning the Full Property Transition

A coordinated plan can prevent the contents, cleanout, cleaning, and real estate timeline from working against one another.

1. Evaluate

Begin with a property walkthrough before removing items. We assess the contents, access, timing, and possible service paths.

2. Sell & Clear

Use an estate sale, ESBJ online auction, buyout, cleanout, cleaning, or an appropriate combination.

3. Prepare the Real Estate

If the home will be sold, Hector and Vilenky Rios of Rios Home Group can help coordinate listing preparation and timing.

Helpful ESBJ Guides

Understanding New Hampshire Probate

Read a plain-language overview of common probate steps and questions to discuss with qualified legal professionals.

Read the probate guide

Estate Sale vs. Online Auction

Learn how property access, inventory, timing, and buyer reach may affect the recommended sale method.

Compare the options

ESBJ Online Auction Services

See how the ESBJ Auctions platform supports cataloged bidding and coordinated pickup.

Read about online auctions

Important Professional Guidance

This resource provides general educational information only. It is not legal, tax, financial, appraisal, insurance, or probate advice. Estate representatives and family members should consult appropriately licensed attorneys, accountants, financial professionals, appraisers, insurers, or other specialists about their specific responsibilities and circumstances.

You Do Not Have to Plan Everything Before Calling

Call 603-255-5737 or request a free consultation. Tell us where the property is, your desired timing, and what feels most urgent. We will help you identify a sensible next step.

Talk With Our Team