I Inherited a House… Now What? Probate, Trusts & Selling the Home | Episode 99

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https://youtu.be/6QUnWuCh6RM

“Before you sell an inherited house, make sure the right people actually have the legal authority to sell it.”

What happens after a loved one passes away and leaves behind a home? Can you sell it immediately? What if there’s no will? What if siblings disagree? What if there’s still a mortgage?

In this episode of Talking Realty, Glen sits down with Ohio estate planning and probate attorney Matthew Deliberato to walk through the entire process of inheriting a home, the pitfalls of probate, why you should look into a trust, and who to contact on day one?

In this episode you’ll learn:

• What probate really is (and why so many families want to avoid it)
• The difference between wills, trusts, transfer-on-death deeds, and probate
• The legal responsibilities of executors and trustees
• How a professional can help you avoid mistakes after inheriting real estate
• When to involve an attorney, Realtor, and title company

Whether you’ve recently inherited a home, expect to someday, or simply want to make life easier for your own family, this episode will help you understand the process before costly mistakes happen.

Guest Spotlight: Matthew Deliberato

Matthew Deliberato is the founder of Deliberato Law Center and has spent more than two decades helping Ohio families navigate estate planning, probate, trusts, elder law, and Medicaid planning. His practical, easy-to-understand approach helps families protect what they’ve built while avoiding unnecessary legal complications.
Website: icanprotect.com
Phone: 216.341.3413
Deliberato’s Virtual Estate Planning Workshop

We regularly work with sellers who have inherited a home or are helping their parent’s sell their home. We understand that it can be a difficult time with many decision makers in the mix and oftentimes you need to maximize the amount you net for the estate to either cover costs or set mom & dad up to live comfortably. Book a free pre-selling strategy call and learn how our virtual model can make it easier for home sales involving a committee of sellers to get sold and save thousand of dollars.

Key Moments:

  • 00:56 Meet Attorney Matt Deliberato
  • 03:57 How Probate Happens
  • 05:09 Doing Nothing Costs
  • 07:19 When There’s No Will, Who’s In Charge
  • 08:18 Options To Avoid Probate
  • 12:39 Probate Steps and Fees
  • 15:42 Selling During Probate
  • 17:06 Executor Liability and Bills
  • 18:47 Quick Sale and Heir Buyout
  • 19:21 Too Many Heirs
  • 20:14 When Families Disagree
  • 22:22 Trust vs Probate
  • 24:19 Working Through Emotions & Family Dynamics
  • 26:32 House Condition Reality
  • 28:32 Realtor and Title Company Roles
  • 33:08 Estate Planning
  • 34:47 Matt’s Flat Fee Services and Workshop

Key Resources:

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