Granting access to a deceased tenant's unit.
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Is there a Trust?
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NO
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Is there a Probate (is there a court proceeding to settle the estate?)
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NO
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Is the estate less than $150,000 in value?
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YES
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We will need a copy of the death certificate.
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YES
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YES
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NO
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YES
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We will need a copy of the death certificate
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A copy of the Abstract of Trust fully signed and notarized.
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A copy of the Trustee's I.D.
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We need a signed receipt and either a statement that they will remove the property (vacate) or assume responsibility for the lease.
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We will need a copy of the death certificate
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probate papers signed by a judge and naming an administrator
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administrator's instructions re: allowing beneficiaries to take possession, if any.
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proof of administrator's ID & signature matches that on instructions
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Refer to either "Is there a Trust?" or "Is there a Probate?"
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Suggest that they might go to either a law library or online to research "small estate exemptions". There may be a form that can help them. We are not lawyers and cannot provide legal advice on this matter.
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YES
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YES
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YES
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Wait 40 days from date of death
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Create simple receipt to indicate beneficiary is taking possession of unit's contents. Have it signed and dated.
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If beneficiary is staying, create new agreement with them.
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Wait 40 days from date of death
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Create simple receipt to indicate beneficiary is taking possession of unit's contents. Have it signed and dated.
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If beneficiary is staying, create new agreement with them.
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Wait 40 days from date of death
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Create simple receipt to indicate beneficiary is taking possession of unit's contents. Have it signed and dated.
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If beneficiary is staying, create new agreement with them.
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Deceased Tenant
