Probate Property Cleanup

Whether a death was sudden or followed a slow decline, dealing with the loss of a loved one is a painful process. It’s important to take time to grieve and avoid putting too much on your plate at one time.  

If you’re left to clean out the home of a loved one, you may not even know where to start. We hope to help you navigate through the cleanout process so you hold onto the items and memories most important to you. 

Steps to Clean Out a Home When a Loved One Passes

1. Find Important Documents

Check in the safe or in a lockbox for the important documents listed below. You’ll need the account numbers on hand when you communicate with these organizations.

• Home insurance policy
• Life insurance policy
• Bank account statements
• Bill receipts
• Stocks and bonds
• Will

2. Forward Mail

Important documents, billing statements and other information should be forward to a different address. Choose a primary caretaker, whether that’s you or someone else, to receive the mail and handle any issues that arise.

Pro-Tip: In order to get important mail forwarded, like billing statements, an individual must be the court-appointed executor of the estate.

To stop junk mail from being sent to your deceased loved one, you can file with the Deceased Do Not Contact Registration.

3. Change Locks

This step is especially important if your loved one lived along and gave house keys to neighbors or outside caretakers. Contact a reputable locksmith to change the locks to keep your loved one’s belongings secure as you complete the next parts of the process.

4. Take a Tour and Process Everything

While it may be tempting to dive in and start cleaning out a room or finding those special items you want to keep, it’s important to start slow. 

Taking an initial tour of the house or apartment will help you process and defuse your emotions. Take your time with this. Matt Paxton, Founder of Wayforth explains that “there is no firm timeline on this entire process. Grief does not start, does not end at any time. Period. There’s no right way to do this.”

When a loved one passes away, it’s important to recognize the connection they had to their space and belongings. Take pictures as you walk through each room, and make a note if you find valuable or sentimental items.

5. Create a Plan of Action and a Time Limit

Do you need to list the home for sale by a certain date? Or maybe you’re visiting from out of state to help your family. If you are in a situation where you are working on a tight timeline, it’s time to set a plan. Look at the time you have available outside of work and other responsibilities to set a realistic goal for yourself. Try to account for breaks if you can. It’s very common to find a few unexpected items that you’ll want to spend a few moments with.

Remember that in California, the personal representative (you) must be appointed by the court before anything is to be thrown out, donated or sold.

6. Start Sorting Through Items and Clearing Out Rooms

Once you have an idea of what’s in each room, it’s time to start the actual estate cleanout process. 

Commit to opening every box, emptying every pocket and looking in every cabinet. Many sentimental items, including valuable ones, are often hidden in a safe space. If you start to feel overwhelmed, take a break and come back to it a little later. You don’t want to miss something important and regret it down the road. 

As you find photos, place them in a marked storage bin or box to preserve them. These are irreplaceable items. 

It’s often simplest to start with the pantry or refrigerator. Toss out any expired food, and put what’s usable in a cooler to take home. If you cannot take what’s left, call a food rescue organization to pick it up. Picking an unemotional area with black-and-white answers for what’s no longer needed helps get the ball rolling. 

Reach Out for Help When You Need It

Once you’ve started the main job of cleaning out the house, invite other relatives to help ease the process for you. But because emotions are high, be cautious of how many people are in the house at one time.

“Bring help into the rooms that are difficult. There’s nothing wrong with bringing a friend in to help for an afternoon. Limit that to two hours. It should not be every night – you have to take a break.”
Matt Paxton | Founder, Wayforth

Ask a few close family members or friends first, and keep other relatives in the loop about what you are doing. In the largest open area, designate zones for items to donate, sell and toss. You should also set up a zone or room for sentimental items that either you or your relatives would like to keep. 

Assign each family member a specific room or closet, and make sure they understand all the sorting zones. 

7. Donate or Sell High-Value Items

Items left unclaimed by family members can either be sold or donated as long as they’re in good condition.

Get Appraisals or Hire an Estate Liquidation Company

If you are looking to sell anything valuable such as jewelry and art, hire an appraiser to ensure you get the item’s full value. A professional team can help you to determine the right pricing for items like furniture and antiques, then attract customers to your estate sale with marketing efforts. If you only need to sell a few items, consider using Facebook Marketplace, eBay or another online option.

Donate Unsold Items to Nonprofits

After the estate sale, you may be left with a few items that didn’t sell, along with other items had ready to donate from the sorting process. There are a handful of organizations that accept donations. Research charities and non-profits in your area.

Matt Paxton recommends the following charities when you have extra belongings to donate. 

• Tech for Troops will accept old cell phones, monitors, laptops, tablets and computer parts. 
• Dress for Success takes professional women’s clothing. 
• Catholic Charities has programs that account for a range of items from vehicles to clothing. 
• Donation Town will accept jewelry, antiques, vinyl records, sports equipment, office supplies, tools and books.
• Habitat ReStore takes furniture and appliances, and often schedules pickup at the home so you don’t have to load up your vehicle or rent a truck. 

8. Get Rid of Items You Cannot Donate or Sell

Anything that can’t be sold or donated should be recycled or thrown away. Depending on how much is left, it may be necessary to rent a home dumpster to quickly clear out the house. This step in the process can be emotional, but remember these items likely weren’t the most important to your loved one. 

9. Clean the Home

After everything is removed, deep clean the entire house and do a final walk-through. Open up the closets and cabinets to make sure nothing was left behind, and take the time you need to say goodbye. At this time, you can begin the process of listing the home or hiring a realtor.

If You’re Handling an Estate Cleanout, Reach Out for Help

These tips should give you an idea of where to get started, but you don’t have to go it alone. There are organizations and resources available to help every step of the way, including professional organizers or life coaches.

“I think having a neutral party is a great step in the cleaning process,” explains Maeve. “It all depends on how much time you have and the speed at which you need to make decisions in the moment. If you are someone whose head keeps spinning with emotions, then have a professional come in and ease the process.”

Probate Property Service is always a phone call away at 805-702-8512.