Every file comes down to the last checklist: “What haven’t we buttoned up?”
This one-page tool helps attorneys, staff, and heirs ensure property-related loose ends don’t hold up discharge, tax reports, or final accounting.

What’s inside:
– Property item closeouts: utilities, insurance cancellation, removal of access (keys, lockboxes)
– Confirmed receipt and storage of all sale/escrow documents
– Net proceeds calculations and confirmation of distribution
– File copy reminders: change of ownership recorded, final inventory notes
– “Sign-off” space for attorney, staff, or PR to document completion

Send as proof with your accounting, or use as a standard “last mile” check on every file.