
The Estate Home
Sale Process.
Handled with care. The Best Way Home.
A five-step guide for the person in the family who has been handed the job of selling a home during one of the harder seasons of life. Written by the agent who will be doing the work alongside you.
BEFORE WE TALK ABOUT THE HOUSE
You are processing the decline or the loss of someone close to you, and the way your life will be different from here on.
Maybe you held the Power of Attorney. Maybe the will named you Personal Representative. Maybe a trust says you are the Successor Trustee. Maybe none of those titles apply yet and you are the family member who simply got the call.
There is a lot of work waiting for you. Accounts to manage. People to call. A home to deal with. And every piece of furniture in that home may trigger a memory — some of them warm, some of them not. For caregivers, the proceeds of the sale may be the resource that funds the next year of care. Either way, the practical task you have been asked to perform is sitting on top of an emotional one, and the two do not move at the same speed.
And it is not only the home. It is also the clothes, the paperwork, the drawer of photographs, the garage of tools, the small reminders of the time you spent together. Those are not items on an inventory. Those are the reason this is hard.
—
We have personally walked these steps. We have dealt with the pain loss can bring. We know the gut-punch feeling of receiving tragic health news. We have endured the sale of family property and understand it is an emotional process. It would be our honor to support you through this time and to share our professional and personal experience to make the process easier for you.
— Tyler & Tana Lopez
SECTION 01 · WHICH LANE
The first question is which role you are actually in.
The legal posture changes how fast the sale can move, what gets signed by whom, and which attorney is in the loop. We figure this out on the first call so the rest of the work runs in the right lane.
IF YOU HOLD
Power of Attorney
A parent in decline. You are making decisions for them while they are still alive. The home may need to be sold to fund care, or it may need to be readied to sell later. I work to whichever timeline you set.
IF YOU ARE
Personal Representative or Executor
Probate is open or about to open. The home is part of the estate. I work with your attorney, file what they need filed, and wait when the legal calendar says wait.
IF YOU ARE
Successor Trustee
A trust holds the property. No probate required. The sale moves faster on the legal side, which means more attention can go to the parts of the file that matter to the family.
IF YOU ARE
A caregiver, an heir, a sibling helping a sibling
No formal title yet. You are the one who got the call. I will help you figure out which lane you are actually in before we do anything else.
I come see the home. I bring honest math.
The process starts with a phone call. Twenty to thirty minutes. We talk about the home, the people, the timing, the attorney, the estate sale company if there is one. I take notes. I do not send paperwork on that first call.
Then I come out to the property — or, if the home is empty and you are out of state, I tour by video and walk every room with you on the phone. I pull the Pima County parcel record before I arrive. I scan Google Street View and satellite imagery so I know the block before I knock on the door. I look at what the algorithms see and at what the algorithms cannot see.
I leave the walk with three pricing paths in mind — velocity, strategic, and stretch — and I bring them back to the kitchen table within 48 hours with full net-to-seller math at each tier. No surprises. No fine print. The same numbers go to you, to your attorney, and to any partner who sent you to me.
WHAT GETS DELIVERED
- ·Pima County Assessor pull · parcel record verified
- ·Google Street View · 4-direction streetscape · parcel satellite
- ·Three pricing paths · full kitchen-table net math · §121 brief if applicable
- ·Recommendation memo emailed within 48 hours · copied where you ask
A QUIET NOTE
No action is taken without your written approval. If something needs to wait for the legal side to catch up, it waits.
I look at the home before the buyers do.
Once we have agreed on a path, I bring in a pre-listing inspector and we look at the home roof to foundation. Plumbing leaks. Sewer line. Attic. Crawl space. Roof life left. HVAC. Electrical. Anything a buyer would find in their own inspection three weeks from now.
The reason is unromantic and important. After a buyer has the home under contract, every issue they find is a price renegotiation. Before they have it under contract, every issue we find is a known item we have already priced or already fixed. The difference between those two postures is real money.
WHAT GETS DELIVERED
- ·Pre-listing inspection · independent licensed inspector
- ·Written report · plain-language summary · cost estimates where appropriate
- ·A short list of "fix" vs "disclose and price for it" decisions for you to approve
A QUIET NOTE
If the home has been vacant, locks are rekeyed within 24 hours of the listing agreement. Weekly drive-bys begin the day after. Water on, mail forwarded, lawn maintained. The house is not left to drift.
I coordinate the cleanup. You approve every step.
Estate homes typically need three kinds of work: the contents (furniture, clothes, paperwork, decades of belongings), the cosmetic (paint, flooring, landscape, a deep clean), and the mechanical (anything the inspection flagged). I do not run any of it without your approval, and I do not pretend to be a contractor.
For the contents, I introduce you to The Girls Estate Sales — a Tucson partner I have worked with for years. They run an on-site estate sale, distribute proceeds, and donate the remainder so the estate can take the tax credit. Their sale runs first. The listing photography is scheduled the day after the contents are out so the home shows empty and ready.
For cosmetic and mechanical work, I have a vendor list I have built over fifteen years at Long Realty. Paint, flooring, landscape, electrician, plumber, roof. The estate either oversees the work directly or I coordinate it — whichever takes the weight off your week.
I understand that cash can be tight in the middle of an estate. There are financing structures that let the work happen now and the costs settle at closing. I will walk through those with you only if you want to.
WHAT GETS DELIVERED
- ·The Girls Estate Sales · contents calendar · donation receipts for the estate
- ·Vendor coordination · paint · flooring · landscape · trades as needed
- ·Weekly Friday status email · to you · copied to your attorney
- ·Optional financing structure for repairs · costs reconciled at closing
A QUIET NOTE
We get one chance to put this home in front of the buyer pool the right way. The legwork in this stage is where the strategic price gets defended.
I put it in front of every buyer looking for a home like this.
Photography day is Anthony Muse. Same photographer on every Lopez & Lopez listing for years. Floor plan drafted. Walking-through video filmed. If the home calls for it, a 3D Matterport tour. The listing photos and the marketing assets are produced before the home is live on MLS, not the week after.
Day one on market, the listing pushes through Long Realty Smart Move to Zillow, Realtor.com, Redfin, Trulia, Homes.com, and the brokerage network simultaneously. The yard sign goes up. Mail postcards go out to the immediate neighborhood — neighbors often know who is looking. Social and email outreach to the buyer-agent network the same day.
Then the part most agents handle poorly: I read the showing feedback every morning, I track every cooperating agent who books a tour, and I send you a written Friday update. If a cooperating agent puts a specific price in writing, that quote becomes part of the file. I do not improvise.
WHAT GETS DELIVERED
- ·Anthony Muse photography · floor plan · walkthrough video
- ·Long Realty Smart Move syndication · day-one push
- ·Yard sign · neighborhood postcards · social and buyer-agent outreach
- ·Weekly Friday update · showing summary · all written feedback preserved
A QUIET NOTE
Every offer is presented to you in writing with a one-page review. No verbal "the buyer said." You see what they said, in their words.
I run the close so the family does not have to.
Once we have an accepted offer, escrow opens at the title company of your choice. Inspection, appraisal, repair negotiation if any, title work, final walkthrough. Jeff Morris is my transaction coordinator. He runs the paperwork. I run the people.
For out-of-state heirs, every document is electronic. DocuSign for signatures, mobile notary where Arizona requires wet ink. I have closed estate transactions where four siblings in four different states signed everything by mail. None of them flew in.
My associate broker, Tana Lopez, reviews every contract before it is sent for signature. If something is off, she finds it. That review is the reason this office has never had a transaction unwind for a compliance miss.
WHAT GETS DELIVERED
- ·Escrow at the title company you choose
- ·Jeff Morris · transaction coordination · all deadlines tracked
- ·Tana Lopez · associate broker · every contract reviewed
- ·Electronic close · DocuSign · mobile notary for wet-ink Arizona requirements
A QUIET NOTE
Most estate closings run 30 to 45 days from accepted offer to keys handed. I send a written status every Friday until the day we wire your proceeds.
SECTION 07 · THE FINISHED WORK
What “photography day is Anthony Muse” actually looks like.
Eight recent Lopez & Lopez listings. Same photographer on every one. The same lens that will be photographing the home you are responsible for.
ANTHONY MUSE · LOPEZ & LOPEZ LISTING PORTFOLIO
OPTIONAL · DO IT BEFORE OR AFTER THE FIRST CALL
The Condition Checklist for Sellers.
The interactive version of the same one-page checklist I have handed out since the original print edition of this guide. Fill it out at the home, save your progress as you go, and email me your notes when you are ready. It is not required. It is a way to feel ahead of the work before our first conversation.
Your notes save in your browser. Nothing is sent until you choose to email it.
SECTION 08 · THE TEAM BEHIND THE WORK
Seven people. One file. Every transaction.
I do the writing, the strategy, and the seat at your kitchen table. The team listed here is what makes a clean close possible.
Tyler LopezLead Listing AgentStrategy · pricing · negotiation · client relationship
Tana LopezAssociate BrokerCompliance · contract review · every signature
Jeff MorrisTransaction CoordinatorDeadlines · paperwork · escrow timeline
Kember SwitzerOperationsOutreach · scheduling · client communication
Joel PielemeierBuyer-Side SpecialistWhen a buy follows a sale, Joel runs the buyer side
Rich PielemeierBuyer-Side SpecialistBuyer representation when a sale and purchase are paired
Charlie OlingerListing SupportField coordination · vendor scheduling · property prepWHEN YOU ARE READY
We will be here to listen.
There is no homework before the first call. No form to fill out, no inventory to prepare, no questions you need answered first. Pick up the phone when the day comes.
Or call Tana Lopez, my associate broker and my wife, at (520) 730-4545.
— Tyler & Tana Lopez

PLATINUM · SINCE 1926
Lopez & Lopez, REALTORS® operates within Long Realty Company, Southern Arizona’s largest residential brokerage. A Berkshire Hathaway HomeServices affiliate.









