PRACTICAL PROPERTY GUIDE
How do you prepare an inherited property for sale?
Use a coordination matrix to allocate roles, approvals, documents and communication between heirs, the notary and adviser.
OS7 METHOD
This guide supports the “Secure” stage
An inheritance sale is better managed when decision-makers, those confirming rights and those supplying documents are clearly distinguished.
- 01ObserveUnderstand the project, property and market signals
- 02PositionPosition the property against its real competition
- 03PresentReveal value without misrepresentation
- 04CoordinateCoordinate the launch across the right channels
- 05QualifyQualify serious buyers
- 06SecureStrengthen the agreement
- 07CompleteKeep the transaction on track through completion
ALLOCATION OF ROLES
Who does what before listing?
For each action, identify who is responsible, who approves, who is consulted and who is informed.
| Participant | Responsibility to clarify | Assigned role |
|---|---|---|
| HEIRS | Decide and provide informationAgreements, information, access, timing and selling choices. | Assign : __________ |
| NOTARY | Confirm the legal frameworkHeir status, rights, documents and legal arrangements. | Assign : __________ |
| ADVISER | Prepare for the marketValuation, presentation, viewings and follow-up. | Assign : __________ |
| EXPERTS | Prepare or inspectSurveys, renovation, tax and specialist matters. | Assign : __________ |
Tables and lists without input fields are worksheets to print and complete on paper.
My notes and next steps
BEFORE DECIDING
Checks that complete the worksheet
Keep useful answers, documents and dates so you can compare your situation without starting over.
- RIGHTSHEIR STATUS
Who can sign, and at which stage?
Confirm - AGREEMENTCO-OWNERS
Who decides, and how are approvals recorded?
Organise - ACCESSKEYS & OCCUPANCY
Who opens, secures and prepares the property?
Assign - FILEPROPERTY DOCUMENTS
Shared-building documents, surveys, works and information.
Gather - VALUEVALUATION
What shared objective and market position?
Set the terms - TIMETIMETABLE
Which steps depend on a third party?
Coordinate
CONTINUE
Useful pages for your next decision
DIRECT CONTACT
Your project deserves a response tailored to your situation
Address, timetable, intended use and priority: share the essentials and Oleg will reply personally.
- Direct conversation
- A clear next step
- Cannes & the French Riviera
