Your estate
preparation checklist.

1. Protect what matters

• Set aside personal identification, financial papers, keys and other private records.
• Secure medications, sensitive belongings and items requiring special handling.
• Identify family keepsakes and belongings that are not available for sale.
• Confirm who is authorized to make decisions about the contents.

2. Take a first look

• Note which rooms, storage areas and collections need attention.
• Take a few broad room photos if you can do so comfortably.
• Identify access, stairs, parking or community restrictions.
• Avoid discarding, donating, cleaning or repairing items just to prepare for the consultation.

3. Gather the practical details

• Write down the property city and your preferred contact information.
• Note move, closing, lease or property handover deadlines.
• Decide who can provide access if you are out of town.
• List the questions and concerns you want to discuss.

4. Review the proposed plan

• Compare sale format, included work and responsibilities.
• Confirm fees, minimums and potential additional expenses.
• Ask about preparation, advertising, sale dates and buyer collection.
• Agree on unsold items, clearing and any final property requirements.
• Clarify reporting, deductions and the seller payment timeframe in writing.

Your notes

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This checklist covers preparation for discussing household contents. It is not a substitute for advice from your legal, tax or financial professional.