The Complete Estate Sale Checklist: What to Do Before, During, and After
📋 Quick Overview
- ✓ Complete 47-point checklist for estate sale success
- ✓ Timeline breakdown: 2-4 weeks before, sale days, and after
- ✓ Professional tips to maximize your sale revenue
- ✓ Common mistakes to avoid (that cost thousands)
- ✓ Free downloadable PDF checklist
Managing an estate sale can feel overwhelming, especially during an already difficult time. Whether you're dealing with a loved one's belongings or downsizing your own home, having a comprehensive checklist makes all the difference between a stressful experience and a successful sale.
This guide provides you with a complete, actionable checklist that estate sale professionals use to conduct sales that often generate 40-60% more revenue than DIY attempts. We've organized everything chronologically, so you know exactly what to do and when to do it.
Part 1: Before the Sale (2-4 Weeks Out)
The preparation phase is where successful estate sales are made or broken. This is when you'll make critical decisions about pricing, organization, and whether to hire professionals. Taking time here pays dividends later.
Initial Assessment & Planning
Assessment Checklist
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Complete a walkthrough of entire propertyDocument each room, closet, attic, basement, garage, and storage areas
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Identify high-value itemsAntiques, jewelry, art, collectibles, designer items, electronics
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Decide: DIY or hire professionalsProfessional companies typically achieve 40-60% higher revenues
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Set sale datesThursday-Saturday sales perform best; avoid holiday weekends
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Check local regulationsPermits, parking restrictions, signage rules, sales tax requirements
Sorting & Categorizing
The next critical step is sorting through everything. This is emotionally and physically demanding, so give yourself plenty of time and ask for help from family or friends.
Sorting Checklist
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Remove personal/sensitive itemsDocuments, photos, prescriptions, financial records
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Set aside family heirloomsItems with sentimental value that family wants to keep
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Group similar items togetherKitchen items, tools, books, clothing, electronics, etc.
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Identify items that cannot be soldRecalled items, hazardous materials, weapons (check laws)
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Clean valuable itemsClean items sell for 20-30% more than dusty ones
Research & Pricing
Proper pricing is the difference between a successful sale and disappointed results. Overpricing leads to fewer sales; underpricing leaves money on the table.
Pricing Checklist
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Research comparable prices onlineCheck eBay sold listings, not asking prices. Use Google Lens for help with identification of items. Live Auctioneers shows completed auction prices with free account.
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Get appraisals for valuable itemsJewelry, art, antiques over $1000 - you may want to contact an expert to confirm value.
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Price items at 25-75% of retailMost estate sale shoppers expect significant discounts. You can start with higher prices and offer discounts throughout the sale.
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Create pricing strategy for final dayPlan 50-90% discounts for last day
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Decide on bundle dealsBox lots of books, dishes, linens
Part 2: The Week Before Your Sale
The final week is when everything comes together. This is your last chance to maximize attendance through advertising and ensure everything is properly organized and priced.
Marketing & Advertising
Marketing Checklist
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List on EstateSales.netThe #1 site for estate sale shoppers - list 7-10 days before
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Post on CraigslistInclude photos of best items, full address, dates/times
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Share on Facebook MarketplaceJoin local estate sale and yard sale groups
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Create photo inventoryTake quality photos of high-value items for online listings
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Print directional signsBright colors, large arrows, "ESTATE SALE" clearly visible with addres & dates if possible.
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Email previous customersIf you have a list from previous sales
Setup & Staging
Professional presentation can increase sales by 30-40%. Think of your estate sale like a pop-up boutique rather than a garage sale.
Setup Checklist
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Clean the houseClean, well-lit spaces encourage buying
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Set up display tablesRent or borrow tables for better display
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Create room themesKeep kitchen items in kitchen, tools in garage, etc.
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Price everything clearlyUse pre-printed tags or stickers with prices. Pricing as much as you can before the sale helps with the checkout process and with pricing questions during the sale.
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Secure valuable itemsKeep jewelry, small valuables near checkout
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Block off private areasUse rope or signs for areas that are off-limits
Part 3: During the Sale Days
Sale days are intense but exciting. Being prepared and organized helps everything run smoothly and maximizes your revenue.
Day 1: Opening Day
Opening Day Checklist
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Arrive 2 hours before openingFinal setup, put out signs, prepare checkout area
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Set up checkout stationCash box with $200 change (PLENTY OF SMALL BILLS!), calculator, bags, receipt book. If possible, accept electronic payment such as Venmo, Cash App, etc. You accept credit cards with Square.
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Position staff/helpersOne at door, one at checkout, others monitoring rooms
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Expect a line at the doorMany estate sale shoppers will line up 1-2 before the sale with the line growing until doors open. IF THE HOUSE IS SMALL, LIMIT THE NUMBER OF SHOPPERS AT ONE TIME!
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Monitor high-theft areasJewelry, tools, small electronics need constant supervision
Throughout the Sale
Daily Operations Checklist
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Keep checkout line movingHave helper wrap items while cashier handles money
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Restock and reorganizeConsolidate items, bring out reserves, tidy displays
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Be willing to negotiateEspecially on multiple items or higher-priced pieces
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Track salesKeep records as you need them - by the item, by the checkout total, etc. Take photos of "lots" to help keep records.
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Implement discount scheduleDay 2: 25-50% off, Day 3: 50%-90% off (typical)
Part 4: After the Sale
The work isn't over when the last customer leaves. Proper wrap-up ensures you maximize remaining value and leave the property ready for its next phase.
Post-Sale Checklist
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Count and secure moneyReconcile cash with sales records
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Remove all signageCollect signs immediately to avoid fines
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Schedule donation pickupMost charities pick up within 48 hours
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Consider online sales for valuable unsold itemsList on eBay, Facebook Marketplace, or consignment
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Schedule junk removal if neededFor items charities won't accept
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Deep clean the propertyPrepare for sale or return of rental
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Get donation receiptsFor tax deduction purposes
Frequently Asked Questions
❓ How long does it take to prepare for an estate sale?
Typically, preparing for an estate sale takes 2-4 weeks. This includes sorting through items, researching values, cleaning, organizing, pricing, and advertising. Professional estate sale companies can often expedite this process to 1-2 weeks since they have systems and staff in place.
❓ What percentage do estate sale companies charge?
Most estate sale companies charge between 25-40% commission on total sales. The percentage often depends on the expected sale value, complexity of the sale, and services provided. Some companies have minimum sale guarantees or charge additional fees for clean-out services. Always get quotes from multiple companies and understand all fees upfront.
❓ What items cannot be sold at an estate sale?
Items that typically cannot be sold include: prescription medications, recalled items, hazardous materials (paint, chemicals, pesticides), weapons without proper permits, mattresses and used bedding (in many states), expired food or cosmetics, and items that violate copyright or trademark laws. Always check your local regulations as rules vary by location.
❓ Should I have an estate sale or just donate everything?
NEVER donate items before an estate professional evalautes your property. Sales typically generate thousands of dollars that would be lost through donation. You will be suprised at what has value and what shoppers will buy!
❓ What's the best time of year for an estate sale?
Any time can be a good time, ask your estate professional for the best advice. Spring (March-May) and Fall (September-November) are typically the best seasons for estate sales. Weather is comfortable, and shoppers are actively looking. Avoid holiday weekends, major sporting events, and extreme weather months. Thursday-Friday-Saturday sales typically see the best attendance.
Need Professional Help?
Connect with trusted estate sale professionals in your area who can handle everything for you. Free service, no obligation quotes.