Worksheet 01
Seller readiness checklist
Use this before the first planning meeting. Not every item will apply, but identifying issues early usually creates more options.
- Clarify why you are selling and the timing you hope to achieve.
- Identify any mortgage, equity line, solar, lien, estate, divorce, or ownership issue that may affect the sale.
- Gather deeds, surveys, permits, warranties, repair records, utility information, and HOA documents you already have.
- List known defects, insurance claims, additions, system ages, and repairs so disclosure questions can be addressed accurately.
- Discuss likely sale proceeds, selling costs, and your next-housing budget before committing to a timeline.
- Decide which repairs or improvements deserve attention and which may not produce a worthwhile return.
- Make a plan for decluttering, valuables, medications, pets, access, photography, and showing notice.
- Review comparable sales and current competition before selecting a pricing and launch strategy.
Worksheet 02
Moving and utility changeover checklist
Contract dates and possession terms control the handoff. Confirm them before making nonrefundable moving arrangements.
- Confirm the possession date in the contract before scheduling movers or giving notice elsewhere.
- Reserve movers, a truck, storage, or temporary housing and keep essential items separate.
- Submit address changes for mail, banking, insurance, licenses, subscriptions, employers, schools, and medical providers.
- Arrange utility transfers or shutoff for electricity, gas, water, sewer, trash, internet, security, and any fuel service.
- Check contract requirements for appliances, remotes, keys, manuals, warranties, leased equipment, and personal property.
- Complete agreed repairs, save receipts, and leave the home in the condition required by the contract.
- Remove personal property and trash unless the contract says an item will remain.
- Keep insurance active and continue normal property care until ownership and possession transfer.
- Bring required identification and follow the closing attorney's instructions for documents and verified wire procedures.
- Leave keys, garage controls, gate information, mailbox details, and helpful home notes in the agreed location.
Worksheet 03
Questions to ask before you sell
Write notes beside the questions that matter. These prompts are designed to reveal priorities, constraints, and unknowns—not to replace transaction-specific advice.
- What is prompting the sale, and what would a successful outcome look like?
- Is there a date by which I need to sell, close, or move? How flexible is it?
- Where will I go next, and do I need this sale to buy or rent my next home?
- Who holds title, and does everyone who must approve and sign agree with the plan?
- What loans, liens, leases, assessments, or ownership complications should be reviewed early?
- Which improvements, additions, repairs, or insurance claims should I document?
- What do I believe the home is worth, and what evidence is shaping that expectation?
- How much do I need or hope to net after payoffs, commissions, concessions, taxes, and other costs?
- Which repairs am I willing and able to complete? Which would I rather price around or disclose?
- How will showings, children, pets, work schedules, valuables, and security be managed?
- Which offer terms matter most besides price: certainty, financing, concessions, due diligence, closing date, or possession?
- What questions should I ask a real-estate, legal, tax, insurance, lending, or other qualified professional?
Ready to turn the worksheet into a plan?
Bring your priorities and questions to a no-pressure consultation with Yer.
This toolkit provides general educational information. Property conditions, contracts, costs, disclosures, and timelines vary. Consult the appropriate real estate, legal, tax, lending, insurance, or other qualified professional about your situation.