08/14/2026
A phone call like this can come at any time...
"My dad passed away, and we're ready to sell the house."
As a Realtor, your first instinct is to help.
But before scheduling photos, ordering the sign, or discussing price...
Pause.
These five questions can help uncover issues early and guide your client in the right direction.
1️⃣ Has anyone spoken with a probate attorney yet?
This helps determine whether probate is involved and what legal authority may be needed before moving forward.
2️⃣ How is the property titled?
Was it owned by a trust? Joint tenancy? Community property? Sole ownership?
How title is held can significantly affect the next steps.
3️⃣ Who has the legal authority to sign?
Being an heir doesn't automatically mean someone has authority to sell the property.
4️⃣ Is there a mortgage, HELOC, or other liens?
Understanding existing obligations early helps avoid surprises during escrow.
5️⃣ Are all family members on the same page?
Sometimes the legal process is straightforward.
Family communication isn't always.
Taking time to identify concerns early can help prevent delays later.
As Realtors, you don't need to know every legal answer.
Your greatest value is knowing the right questions to ask—and having trusted professionals to call when your clients need guidance.
That's why we're proud to be your Probate Attorney in Your Back Pocket, helping you navigate inherited property with confidence.
❤️ One question now could prevent big problems tomorrow.
