Once authority is granted, the real estate side of an estate or trust moves through the same major phases every time. What slows files down is lack of clarity on who does what, and when.

This Estate Real Estate Timeline lays out the key milestones—from appointment of the personal representative or trustee through preparation, marketing, offer review, and close of escrow—so everyone can see the path at a glance.

What the timeline includes
– Grant of authority / letters issued.
– Information gathering and property access.
– Valuation, preparation, and recommended inspections.
– Marketing period and offer review.
– Court confirmation (if applicable) and closing steps.

You can keep the timeline as a visual reference for your own files or share it with clients to set expectations about how the real estate piece will proceed.