So you just inherited a house… Congratulations? Condolences? Confusion?
The truth is, most people have no idea what to do when they suddenly become the owner of a family home. Is it a gift? A burden? Both?
Here are the 5 most important steps you need to take right away to protect the property and yourself:
✅ 1. Secure the Property
Change the locks. Check the utilities. Make sure no long-lost cousins are squatting in the attic. Vacant homes are vulnerable to theft, damage, and neglect. A quick visit could prevent thousands in loss.
✅ 2. Start the Probate Process
Even if there’s a will, most states require the estate to go through probate. That means a court has to legally transfer ownership. No, you can’t sell it yet. No, the keys don’t mean it’s yours… yet.
✅ 3. Get a Property Valuation
You need a baseline value for tax and legal reasons. Whether you’re keeping or selling the home, an appraisal or market analysis gives you clarity — not a Zillow guesstimate.
✅ 4. Check for Liens or Debts
Was the mortgage paid off? Are there unpaid taxes or a home equity line you didn’t know about? You’re not just inheriting the house — you may be inheriting its financial baggage too.
✅ 5. Call an Experienced Agent (Who Knows Probate)
Don’t list the home just yet — but you should absolutely talk to a probate-savvy real estate agent now. They can guide you through timelines, red flags, and how to sell when the time is right.
🧠 Want the full checklist, step-by-step process, and real stories from families who’ve been there?
👉 Grab my free inherited property book here.