A private working file for the property side of an estate

Enter the Estate Information Once. Add Every Property and Heir.

Use this organizer to collect shared estate information once, then add as many properties and people as the estate requires. Save the working file in this browser, download a portable copy, or print it for your attorney, CPA, family meeting, or property-planning call.

Your entries stay on this device.Nothing is submitted to DC Metro Premier when you complete this form.

Estate-wide information

Start with the authority, people, and priorities shared across every property.

Leave any unknown item blank. This organizer is a planning aid, not a legal, tax, insurance, appraisal, or fiduciary form.

01 Estate and authority

Decedent full legal nameDate of deathProbate or file numberCourt or jurisdictionDate qualifiedYour rolePrimary ownership pathAttorney confirms authority to actEstimated number of propertiesAuthority, will, trust, bond, title, court, or deadline notes

02 Primary contact and professional team

Personal representative or primary contactRelationship to the estateMobile phoneEmailMailing addressPreferred communicationBest time to reach youEstate attorneyAttorney phoneAttorney emailCPA or tax professionalCPA phoneCPA emailSettlement or title contactOther professional

03 Heirs and decision participants

Add each heir, co-owner, trustee, occupant, or advisor who may need updates or signatures.

Person 1

Full nameRelationshipRoleMobile phoneEmailPreferred communicationMailing address

Needs regular updatesMay need to signOccupies a property

Connected propertiesCommunication, decision, or family notes

04 Portfolio goals

Desired decision or sale windowEstate cash available for property costsRanked prioritiesKnown disagreements, restrictions, or special instructionsAnything else the team should understand

05 Property inventory

Use one card per address. There is no set limit.

Property 1

Property addressProperty typeOwnership or title pathCurrent occupancyWho has keys or accessInsurance company or agentInsurer knows if vacantMortgage or HELOC lenderEstimated loan balanceHOA or condominium contactUtilities statusExterior, mail, or lawn contactLast date someone checked the propertyKnown condition, damage, safety, or maintenance issuesContents levelCleanout neededRepairs proposed, quoted, or already underwayCash offer receivedCash offer detailsDesired decision or sale dateProperty-specific notes, questions, or next actions

Keep a working copyReady. Your entries stay in this browser unless you download or print them.