1. Assign estate property responsibilities
2. Compare what the estate must do
3. Close with an accountable handover
Put the agreement ahead of assumptions
Prepare the details for this review
- Authority and decisions: Identify the person authorized to decide or the adviser resolving that question.
- Access responsibility: Record who handles keys, lawful entry, and property visits.
- Maintenance burden: List recurring tasks and the person currently doing each one.
- Contents and records: Assign a contact for keepsakes, documents, and unresolved belongings.
- Sale-route workload: Compare who would do the work under listing, repair, and direct-sale plans.