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How to explain the house side of an estate to a family
Short answer: Start with empathy, say what you can and cannot answer, explain the sequence in plain words, and hand families a simple checklist and a list of questions to ask their attorney. If you share names of local professionals, give more than one, say you receive nothing for the recommendation, and let the family decide.
Lead with empathy
Families are often grieving and overwhelmed. Start by acknowledging that, and then ask what worries them most today.
Be clear about what you can answer
Explain the sequence of the process, point them to the attorney for legal questions, and offer a plain checklist for the house. Never guess at legal outcomes.
Offer a neutral resource list
Families often ask who can clean out the house, appraise it, or sell it. Give more than one name in each category, say you are not paid for recommendations, and let the family choose. Your firm may have its own policy, so follow it.
Offer something in writing
The executor house checklist and the nine steps are good handouts.
A note on referrals
No payment is requested or offered in exchange for referrals. Texas and federal rules limit what may be exchanged for referrals. Follow your firm's policies and ask your supervising attorney if you have questions.
Try this week
- Write a short opening that acknowledges the situation.
- Prepare a list of three professionals in each category (with your firm's approval).
- Keep a stack of the checklist handy.
Questions people ask
May I recommend a real estate agent?
Follow your firm's policy. Give more than one option, and do not accept anything for the referral.
What should I say if I don't know?
Say so, and promise to ask the attorney.
Can families call me?
That depends on your firm's policy.
Want to talk it through?
Book a short, free call. Everything here is educational. No payment is requested or offered in exchange for referrals.
This page is general, educational information. It is not legal, tax, or financial advice. Talk to your own attorney, CPA, or broker about your situation. I'm a GGMS customer, and I receive a discount from GGMS.