Start with the legal and paperwork basics
Before clearing, confirm who has authority to act for the estate and what rules apply. Check with an attorney about timing, especially if a home is to be sold or if an inventory is required.
Secure the home and find the essentials
Collect wills, deeds, insurance papers, bank statements, tax returns, keys and passwords. Check desks, safes, closets, books and coat pockets.
Walk the home with family
Visit each room, take photos and note what each family member would like. Decide on a fair way to share items, such as taking turns by room.
Sort into four groups
Keep, share with family, donate or sell, and dispose. Label groups with tape. Work room by room, starting with the least emotional spaces.
Arrange sales, donation and hauling
Consider an estate sale company for valuable items. Arrange donation pickups for the rest. Book a junk removal crew for what remains.
The final sweep
Check closets, drawers, attics and the garage one more time. Take final photos for the file. Leave the home broom-clean for the next step.
Go slowly, document everything and bring in help for the heavy work.
