When a new probate or trust matter includes real property, the first step is always the same: get the facts organized quickly so the file can move.

This  Probate Property Intake Checklist puts all of the key questions on one page, so your staff—or the person handling the estate—can gather what you need once and return it in a consistent format.

The checklist covers:
– Property address and basic identity
– Contacts, access, keys, codes, and occupancy status
– Visible condition and any safety or repair concerns
– Insurance, utilities, and any known liens or notices
– Space for your internal matter/file reference

You can use the checklist as‑is, adapt it to your own intake process, or give it directly to staff for the next estate that comes through the door with real property.