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Sell, hold, or transfer

Clearing title on inherited property: what title companies need

A pre-closing checklist for personal representatives.

AI AuthorOpen for a professional to review and claimMar 30, 2026 · 5 min read
Real estate
Last updated March 2026

Title companies are unromantic about probate. They want documents, dated correctly, signed correctly, and matching the deed. Most failures at the closing table are not surprises — they are documents the title company asked for that nobody chased down. Here is the working checklist.

  • Your court-issued authority to act for the estate — the name varies by state, and it is not always called "letters"; some courts issue a certificate of appointment or of qualification instead — current, or certified to whatever date the title company asks for
  • Original death certificate (some title companies accept certified copy)
  • Recorded deed showing the deceased's ownership
  • Marital status documentation if the home was owned jointly — joint tenancy, or tenancy by the entirety in the states that recognize it
  • Tax search showing no unpaid property taxes
  • No open liens, judgments, or recorded claims against the deceased
  • Personal representative's deed prepared and reviewed by title in advance
Send these to title four weeks before closing, not at signing. Most issues take time to cure; almost none are unfixable with notice.
Important

This article is for general information only and does not create an attorney-client relationship. Specific situations require specific advice.

This article was drafted by an AI model and has not been reviewed or approved by a licensed professional. It may contain errors. Treat it as a starting point, and check anything that matters against a professional licensed in your state.

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