Getting Started
Your first steps after inheriting a property.
If you’ve recently become responsible for an inherited property, you’re probably wondering where to begin.
This guide will walk you through the process one step at a time, helping you understand what to do first and where to find answers.
01
You are not expected to
have all the answers today.
Most families don’t know what to do after inheriting a property.
That’s completely normal. The important thing is to take
one step at a time rather than making rushed decisions.
A loved one passes away.
02
Secure the
property.
03
Your First Steps
Gather important
documents.
04
Learn whether
probate is required.
05
Understand who has
legal authority.
06
Decide whether
to keep or sell.
Secure the Property
Lock doors
Collect keys
Check insurance
First Things First
Gather Documents
Death Certificate
Will
Insurance
Mortgage
Property tax records
Learn About Probate
Understand what probate is and when it’s required.
Florida Homestead
Learn how homestead protections may affect inherited property.
Common Questions
Do I need probate?
Who owns the house now?
Can I move into the property?
Who pays the mortgage?
What if there is no will?
Helpful Downloads
First 30 Days Checklist
Document Collection Checklist
Property Security Checklist
Property Maintenance Checklist
Personal Representative Checklist
Still Have Questions?
We’re here to help families better understand inherited property and make informed decisions.
Disclaimer: The materials in this Resource Library are provided for general educational and informational purposes only and should not be construed as legal, tax, financial, accounting, investment, or other professional advice. Estate Steward Group is not a law firm and does not provide legal services. Because every situation is unique and laws, regulations, and practices may change over time, you should not make legal, financial, or other important decisions based solely on the information provided in these materials. Always consult with a qualified attorney or other appropriate professional regarding your specific circumstances. While we strive to provide accurate and up-to-date information, Estate Steward Group makes no representations or warranties regarding the completeness, accuracy, reliability, or timeliness of the information provided. Your use of these materials is at your own risk, and Estate Steward Group disclaims any liability for any loss or damages arising from reliance on the information contained herein.