If you've been named executor of an estate, clearing out the house is usually one of the biggest jobs on your list. This checklist walks through it in order. It isn't legal advice. Check with the estate's attorney on anything specific to your situation.
1. Get appointed first
Before removing or selling anything, make sure you have legal authority. In Pennsylvania that's usually letters testamentary (if there's a will) or letters of administration (if there isn't), issued by the Register of Wills in the county where the person lived: Philadelphia, Bucks (Doylestown), Montgomery (Norristown), or Delaware (Media).
2. Secure the property
- Change or rekey the locks if others have keys.
- Keep utilities and insurance active. Tell the insurer the house is vacant.
- Forward the mail.
3. Find the important papers
Look for wills, deeds, titles, bank and investment statements, insurance policies, tax returns, and safe deposit box keys. Check desks, closets, freezers, and under mattresses. Do this before any cleanout.
4. Inventory and appraise if needed
Pennsylvania executors file an inventory of estate assets. Take photos of every room. If there's jewelry, art, antiques, or collectibles, ask your attorney whether to get an appraisal.
5. Let family choose keepsakes
Set a deadline and follow the will. Keep a simple list of who took what.
6. Sell what's worth selling
An estate sale company, consignment, or online listings can bring in money for the estate. Anything left goes to the cleanout.
7. Schedule the cleanout
Ask for a written quote, an itemized invoice made out to the estate, and before-and-after photos. Ask the crew to set aside any papers or valuables they find. See how our probate cleanouts work.
8. Prepare the house for sale
Once it's broom-clean, your realtor can take photos and list it. Keep every receipt. Cleanout and repair costs are usually paid from the estate.