Property and title protection
Screen real estate for deed/title gaps, heirs' property risk, homestead reminders, and probate readiness.
No real estate assets yet. Add property from the asset inventory.
Probate readiness checklist
- Trust or will exists
- Executor or trustee named
- Major assets inventoried
- Beneficiaries identified
- Real estate deed locations noted
- Homestead exemptions checked
- Heirs' property concerns flagged
- Professional review scheduled for flagged items
Family land protection checklist
Key steps to protect generational property from partition sales, tax liens, and title gaps.
- 1 Confirm current title ownership at the county recorder — verify all names are accurate.
- 2 Check property-tax payment history and ensure bills are in a living owner's name.
- 3 Identify all potential heirs and determine if any probate was missed in prior generations.
- 4 File applicable homestead, senior, or disability property-tax exemptions.
- 5 Review whether existing ownership is joint tenancy, tenancy in common, or undivided.
- 6 Consult a title attorney before any deed changes, trust transfers, or sale decisions.
- 7 Create a succession plan — decide who should inherit, under what conditions, and through what instrument.
- 8 Document and store the deed, tax receipts, and succession plan in a known location.
Summary for attorney packet
- All property and title details will be included in the attorney intake packet.