Settle the plan before the work begins

An estate sale agreement should do more than state your commission. Use this free checklist to identify 12 decisions that deserve a clear answer before your team starts staging, photographing, selling, moving, or clearing property.

Why this matters

A client, power of attorney, real estate agent, family member, and clearout crew may all be involved in the same project, but they do not necessarily have the same authority or the same understanding of the plan. Clear written decisions help the authorized decision-maker and the people doing the work stay aligned.

The checklist covers

Authority and ownership
Included and excluded property
Sale methods
Pricing and discounts
Fees and expenses
Access and security
Deadlines
Third-party responsibilities
Changes and withdrawals
Hazards and restrictions
Unsold property and clearout
Settlement and payment

Created by the operators of Sundown Modern Vintage and Estate Sales, LLC.

Educational business-planning material only. Not legal advice. Laws and requirements vary by jurisdiction.

Need editable forms for the full workflow?

The Estate Liquidation Client Agreement and Forms Toolkit includes 12 coordinated Microsoft Word templates, plus setup guidance, a fictional workflow example, and a combined reference copy. Customize the files for your business and have qualified local counsel review the completed set before client use.

See the toolkit on Etsy