Granting access to a deceased tenant's unit.
|
|
|
|
|
|
|
|
|
|
|
|
Is there a Trust?
|
NO
|
Is there a Probate (is there a court proceeding to settle the estate?)
|
NO
|
Is the estate less than $150,000 in value?
|
YES
|
We will need a copy of the death certificate.
|
| |
YES
|
|
YES
|
|
NO
|
|
YES
|
|
|
|
We will need a copy of the death certificate
+
A copy of the Abstract of Trust fully signed and notarized.
+
A copy of the Trustee's I.D.
+
We need a signed receipt and either a statement that they will remove the property (vacate) or assume responsibility for the lease.
|
|
We will need a copy of the death certificate
+
probate papers signed by a judge and naming an administrator
+
administrator's instructions re: allowing beneficiaries to take possession, if any.
+
proof of administrator's ID & signature matches that on instructions
|
|
Refer to either "Is there a Trust?" or "Is there a Probate?"
|
|
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.
|
| |
YES
|
|
YES
|
|
|
|
YES
|
|
|
|
Wait 40 days from date of death
+
Create simple receipt to indicate beneficiary is taking possession of unit's contents. Have it signed and dated.
+
If beneficiary is staying, create new agreement with them.
|
|
Wait 40 days from date of death
+
Create simple receipt to indicate beneficiary is taking possession of unit's contents. Have it signed and dated.
+
If beneficiary is staying, create new agreement with them.
|
| |
|
Wait 40 days from date of death
+
Create simple receipt to indicate beneficiary is taking possession of unit's contents. Have it signed and dated.
+
If beneficiary is staying, create new agreement with them.
|
| |
|
|
|
|
|
|
|
|
|
| |
| |
| |
| |
| |
|
|
|
|
|
|
|
|
|
| |
| |
| |
| |
| |
|
|
|
|
|
|
|
|
|
| |
| |
| |
| |
| |
|
|
|
|
|
|
|
|
|
| |
| |
| |
| |
| |
|
|
|
|
|
|
|
|
|
|
Deceased Tenant
More flowcharts
