Executor Command Center
Executor Readiness Intelligence
Track essential probate milestones, expose bottlenecks, and receive focus areas tailored to your current status.
Responses Captured
0/10
10 checkpoints still need confirmation.
Readiness Assessment
Checkpoint 1
Do you have Letters Testamentary (or Letters of Administration)?
Probate authority must be issued before real estate actions can proceed.
Checkpoint 2
Do you have certified copies of the death certificate?
Certified copies are required for title, banking, and insurance.
Checkpoint 3
Has probate counsel been retained?
Retaining probate counsel helps manage filings, deadlines, and court approvals.
Checkpoint 4
Has a probate referee been assigned (if required)?
A referee valuation is required before listing in many probate cases.
Checkpoint 5
Is property access established?
Keys, codes, and entry authorization are needed for inspections and preparation.
Checkpoint 6
Is occupant status resolved and ready for listing access?
Occupancy affects timeline, access, and showings. Unclear status introduces immediate friction.
Checkpoint 7
Is insurance updated to reflect estate ownership?
Insurance must reflect estate or trust ownership to prevent coverage gaps.
Checkpoint 8
Are utilities active and transferred appropriately?
Active utilities are required for showings, inspections, and insurance compliance.
Checkpoint 9
Is the property secured?
Locks, alarms, and monitoring reduce liability and insurance exposure.
Checkpoint 10
Has a sale timeline been aligned with counsel and beneficiaries?
Aligned expectations prevent disputes and delays once listed.
Readiness Tier
Awaiting Data
Complete all checkpoints to score listing readiness.
Completion Score
0/10
Track how much of the estate file is already confirmed.
Next Move
Complete questionnaire
Guidance unlocks after the scorecard is generated.