Cities · Berkeley

Estate Settlement Checklist

A Berkeley estate settlement checklist — find the documents, record condition, and assign the right professional to each open question.

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Overview

A good checklist for Berkeley is less about clever phrasing and more about coverage: where the papers are, what the property looks like today, and which open items belong with an attorney, CPA, or appraiser. Write it down once and keep everyone on that version.

What to keep in mind

  • Treat document search as a real task, not an afterthought
  • Condition photos help appraisal and later decisions
  • Keep legal, tax, and appraisal follow-ups as separate lines

City hub

This guide is part of Berkeley on Bay Area After Death.

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