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Printable checklists

Papers you'll need

Having the right papers ready saves weeks. Pick your kind of sale, check off what you have, and print it.

Printable checklist

Papers you'll need

Check off what you have. Print it or bring it to your first meeting with Angela.

Papers for a probate sale

Understand your numbers

Where to find the papers

Grant deed

Your county recorder’s office has a copy. Escrow or title can pull it too.

Loan statements

Look in the mail or online with the lender. Call them for a payoff letter when you’re ready to sell.

Death certificate

Order certified copies from the county or the funeral home. Get a few. Many offices want an original.

Court papers

Your attorney has the Letters and any court orders. Ask for a copy.

Trust papers

Look for a binder from the attorney who made the trust. The trustee needs it to sell.

Tips

Good to know

Make one folder

Paper or online, keep everything in one place. Send copies, never your only original.

Don't email private numbers

Send IDs and bank papers through a secure upload, not regular email.

Missing something?

That's normal. Most papers can be ordered. We'll help you find what's missing.

Questions

Questions people ask

Do I need every item on the list?

Not always. It depends on your home and your case. Bring what you have and we'll go from there.

How do I send papers safely?

On the live site, you'll have a private upload link. Until then, call Angela and she'll tell you the safest way.

Can I save my checkmarks?

Print the list or save it as a PDF from the print screen. That's the easiest way to keep it.

Talk to Angela

Not sure what you need?

Call Angela. She’ll tell you exactly which papers matter for your sale, and which ones can wait.

More free tools

Not sure where to start?

Call Angela. No pressure and no cost to talk. Just honest answers about your home and your options.

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