Estate cleanout checklist for executors and family
Updated 2026-09-14
First week
- Secure the home: locks, alarm, a neighbor's eye. Stop mail forwarding to the house and start it to you.
- Find and remove: will and trust documents, deeds and titles, insurance policies, tax returns (seven years), bank and investment statements, safe deposit keys, passwords, medications (dispose via pharmacy take-back), firearms (secure lawfully), cash and jewelry.
- Photograph every room and anything of value. Executors are accountable to beneficiaries.
- Get several copies of the death certificate; utilities, banks and insurers all want one.
Before hiring a cleanout
- Confirm your authority: letters testamentary or the trust document. Companies may ask.
- Give family a deadline to claim items. Put it in writing. Two to four weeks is typical.
- Decide the route for the rest: estate sale (worth it above roughly $5,000 of contents), consignment, donation (get receipts), cleanout.
- Get two written estimates for a full-house job. Ask about resale credits and donation receipts.
On cleanout day
- One decision-maker present. Tell the crew the categories of things to set aside if found.
- Check the trash pile before each load leaves.
- Keep the invoice; it is an estate expense.
After
- Final clean, minor repairs, utilities to "vacant" plans, insurer told the home is empty (vacancy clauses kick in after 30 to 60 days).
- Photos of the empty home for the file.
This is general information, not legal advice; an estate attorney can confirm what applies in your state.