Cities · Hayward

Estate Settlement Checklist

A Hayward estate settlement checklist when more than one person is helping — one tracker, clear ownership of tasks.

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Overview

Shared work needs a shared list. Name one person to maintain the tracker, avoid silent side agreements about the house, and bring in an appraiser, CPA, attorney, or planner when a line item actually requires that expertise.

What to keep in mind

  • One shared tracker with one owner of the tracker
  • No silent side agreements about the house
  • Call specialists when a checklist item requires them

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

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