The Role of an Executor in Probate Real Estate

Losing a loved one is hard enough—being named the executor of their estate can feel overwhelming on top of that. If real estate is involved, the responsibility becomes even more complex. From managing paperwork to preparing the home for sale, the executor plays a key role in the probate process.

If you’ve been named an executor, or you're helping someone who has, this guide will walk you through what to expect and how to handle the real estate side of probate with care and confidence.

What Does an Executor Do in Probate Real Estate?

An executor is the person named in a will to carry out the deceased’s wishes and handle their estate. When real estate is involved, their duties often include:

✅ Securing the Property - The executor makes sure the home is locked, insured, and protected. This includes managing utilities, lawn care, or other basic maintenance.

✅ Ordering a Probate Appraisal - The executor is responsible for getting the home professionally appraised to determine its fair market value.

✅ Working with the Probate Attorney and Court - Executors file paperwork, respond to legal requests, and may attend court hearings related to the estate.

✅ Choosing the Right Real Estate Agent - They must hire a real estate professional with probate experience to help market and sell the home correctly.

✅ Managing the Sale Process - The executor oversees cleaning, staging, repairs, listing, showings, and negotiations. Once an offer is accepted, they help finalize the sale according to court guidelines.

✅ Distributing Proceeds to Heirs - Once the home is sold and expenses are paid, the executor makes sure remaining funds are distributed properly.

Sample Scenario

James was named executor in his aunt’s will. After her passing, he secured her home, contacted a probate attorney, and had the property appraised. With the help of a probate-certified real estate agent, James prepared the home for sale, priced it right, and handled multiple showings. After a smooth closing, he made sure the proceeds were fairly distributed to his cousins, as his aunt had wished. James had never sold a home before, but by having the right support and understanding his role, he honored his aunt and carried out her legacy with confidence.

Conclusion

Being an executor comes with a lot of responsibility, especially when real estate is involved. But you don’t have to do it alone. With the right team and a clear plan, you can navigate probate real estate with care, clarity, and confidence.

Need guidance as an executor? Let’s connect! I’m here to walk you through the process, every step of the way.