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Managing an Estate Sale From Out of State: A Practical Guide

A great many estate sales are managed by a son or daughter who lives in another state, cannot take three weeks off, and has never hired anyone to do anything in that town. This guide is for that person. It covers how to hire a company you have not met, what to arrange for keys and access, how to keep an eye on the sale without being there, and how to settle at the end.

This is done all the time, and it works

Estate sale companies are used to clients they never meet. A large share of the families they work for live somewhere else, and the whole engagement, from the first call to the settlement, is routinely done by phone, email and video without the family setting foot in the house after the funeral. So the first thing to know is that you are not asking for a special arrangement. The second is that distance removes your ability to check things casually, so a few of the things a local family does by dropping in, you have to do deliberately.

Whatever else is happening, one trip is usually unavoidable: the visit to take what the family is keeping, which has to happen before the company starts sorting. Plan that trip early, take a relative or a friend, and use it to do the other things that need a body in the house, which the sections below list. If even one trip is impossible, some companies will box and ship what you name, for a fee, and some will video-call you through the house room by room so you can point; ask, because it is not an unusual request. Our guide to what to keep is worth reading before that trip rather than during it.

Before you hire anyone: authority and the house

Two things need to be in order before a company can start. The first is your authority to sell the contents. If you are the executor or administrator of an estate in probate, the company will want to see the document that says so, and the sale may need the attorney's sign-off before it can happen; if you are acting under a power of attorney for a living parent, the same question applies. Rules vary by state, and this is not legal advice: ask the attorney handling the estate what you may sell and when, and get it in writing, because you will be signing a contract from a distance and want no doubt about your standing. Our guides to an executor's duties for personal property and holding a sale before probate closes cover the general picture.

The second is the house itself. Utilities have to stay on through the sale: the company needs light, water and heat or air conditioning, and buyers need working stairs and a bathroom. Tell the homeowner's insurer that the house is unoccupied and that a public sale is planned, since vacancy conditions and undisclosed events are the two things an insurer uses to decline a claim. Have the mail forwarded. And decide who, locally, can be reached in an emergency, which is the next section.

Find a local set of eyes

The single most useful thing you can arrange is one person in that town who will go to the house when asked. A neighbor who has known the family for years, a cousin, a friend of your parent's, the realtor who will be selling the house, even a paid house-sitting or concierge service. They do not need to know anything about estate sales. They need to be able to meet a company at the door, walk through the house on video with you before and after the sale, check that the doors are locked on Sunday night, and tell you honestly whether the sale looked busy and well run. Ask them before you hire the company, and tell the company who they are.

The realtor deserves a particular mention. If the house is to be sold, the realtor has a direct interest in the estate sale going well and the house being left clean, and most are glad to be the local contact. Be aware that some realtors have a company they always recommend and some are paid for those referrals; take the name as one to consider and check it like any other. Our guide to an estate sale before selling the house covers the sequencing between the two.

Hiring a company you cannot meet

Hiring from a distance is the same process as hiring in person with the walk-through moved onto a screen. Start with two or three companies that work the area: the company directory lists them by distance from the house's ZIP, with each company's own description, its recent sales and its claims about insurance and years in business, attributed to the company and not checked by the site. Or describe the estate once and the site emails the five nearest companies directly, other local companies can see the request too, and the ones interested reach out to you; you can close the request in one click when you have hired.

Then run the walk-throughs by video. Have your local contact let the company in, or leave a lockbox code, and ask the company to call you from the house and walk it with the camera on while you talk. You will see less than you would in person, and the company will see everything, which is what matters for the quote. Ask everything you would ask in the room, using our 25 questions to ask an estate sale company, and add the ones that distance makes important: who will hold the keys, how and how often the company will report to you, whether it will send photographs of the staged house before the listing goes up, and how it pays clients who are not there to collect a check. Ask for the certificate of insurance and make the call to the insurer described in our guide to estate sale company insurance; from a distance, that document is one of the few things you can actually check.

The contract will come by email. Read it against the contract checklist, make sure it names what happens to unsold items and what the house will look like when the keys come back, and sign it electronically or by mail. Most companies use electronic signing now. If yours does not, a scanned signature by email is usually accepted; ask.

Questions that matter more when you are far away

  • Who holds the keys, where are they kept, and who else has access during set-up?
  • Will you send me photographs of the house after staging and before the listing goes live?
  • How will you report to me during the sale, and how often?
  • Will you call before selling anything you find that you did not expect?
  • What will the house look like when you hand it back, and who confirms that?
  • How will I be paid, and how will I receive the settlement statement?
  • Will you return personal papers and photographs you find, and how?

Keys, codes and access

You want to know, at every point, who can get into the house. The clean arrangement is a lockbox with a code you set, given to the company for the period of the contract and changed the day the keys come back. Give your local contact the code as well. Ask the company how many of its people will have it and whether the house is locked between set-up days; a house full of tagged valuables and empty of people is the most vulnerable it will ever be. If the house has an alarm, give the company its own code so you can see when it was used. Have a copy of the physical key with your local contact, not only in the lockbox.

After the sale, change the lockbox code and, if a key was cut for the company, ask for it back or change the lock. That is not an accusation; it is what any owner does when a contractor's work ends, and a good company expects it.

Keeping an eye on the sale without being there

There are three moments where a photograph or a short video tells you almost everything. The first is after staging and before the listing goes up: ask for a set of photographs or a video walk-through of every room, and look at whether the house is well laid out, whether the good pieces are visible and priced, and whether anything personal has been missed. The second is the listing itself, which you can read on whichever listing sites the company uses and on this site's browse page if the company lists here; count the photographs and check the description. The third is Sunday evening, when your local contact walks the house on video with you and you both see what is left.

During the sale, a daily text from the company with the day's rough gross is a reasonable thing to ask for and most companies are happy to send one. Ask your local contact to visit as a shopper on Friday morning and tell you what the line looked like, whether staff were in the rooms, and whether the sale felt run. And resist the urge to call the company every hour. It is running a sale, and a client on the phone during the opening rush is a client whose sale is being run one-handed.

Three checkpoints, not constant contact

Photographs after staging, the listing before it opens, and a video walk-through after it closes. Those three tell you whether the job was done well, and they cost the company almost nothing to provide. A company that will not provide them is one to think twice about.

The things nobody warns you about

Personal papers. A house holds decades of documents, some of which you will need for the estate and some of which should not be seen by anyone. A careful company sets them aside; you should ask that they be boxed and shipped to you rather than left in the house, and you should look for the important ones on your one trip. Our guide to documents, photographs and personal papers lists what to find first.

Family who live nearby. If a sibling or a cousin is in town and you are not, decide in advance who is speaking to the company, because a company taking instructions from two people gives priority to whoever called last. The distant sibling who signs the contract and the local one who drops in are a common source of conflict, and our guide to family disagreements about the estate sale is honest about how it goes.

Things the company finds. Cash in a coat pocket, a safe nobody mentioned, a collection worth more than the furniture. Ask at the outset to be called about anything unexpected, and make sure the contract says what happens to found money and to items that would do better at auction. A company that would rather not have that conversation is the wrong company.

The house afterwards. A sale ends with a house that is not empty. Decide before you sign whether the company is doing the clean-out, what that costs and what "clean" means, and have your local contact confirm it on video before you pay for it. Our guide to clean-out services covers the fees. If the house is being sold, the realtor is the natural person to confirm it is ready.

Settling from a distance

The settlement statement arrives by email and the money by check in the mail or by electronic transfer, and it is worth agreeing which before the sale, because a check to an out-of-state address adds a week and an estate account may have its own rules about deposits. Read the statement against what you were told: gross, commission, each separate charge, net, and an itemized list of the main pieces. If something is missing, ask; a company that produced the statement can produce the detail behind it. Our guide to when you get paid covers the usual windows and what to do if payment is late.

Keep everything. The contract, the certificate of insurance, the settlement, the donation receipt if there was one, the photographs from before and after, and the emails. If the sale was part of a probate estate, the executor needs them for the accounting, and if there is ever a question about the sale, they are what you will answer it with. Then change the lockbox code, thank your local contact properly, and let the realtor take it from there.

What to do next

Arrange your local contact first, then plan the one trip, then find companies. Describe the estate once and local companies will reach out to you, free, or start from the directory. Run the video walk-throughs using the 25 questions, compare the proposals with our guide to getting and comparing quotes, and use the complete estate sale checklist to keep the whole thing on a calendar you can manage from where you are.

Frequently asked questions

Can you have an estate sale if you live out of state?

Yes, and companies do it routinely. The walk-through is done by video, the contract by email and electronic signature, the reporting by phone and photographs, and the settlement by mail or transfer. What you need is one local person who can open the door and look at the house for you, and one trip yourself to take what the family is keeping.

Do I need to be present for an estate sale?

No. Companies generally prefer the family not to be there during set-up or the sale, whether they live next door or across the country. The moments that benefit from a person are taking what you are keeping before sorting starts, and confirming the state of the house afterwards, and a local friend or relative can do the second on video.

How do I give an estate sale company access to the house?

A lockbox with a code you set is the usual arrangement, given to the company for the contract period and changed when the keys come back. Give the same code to your local contact, ask the company who else will have it, and ask that the house be locked between set-up days. Change the code and any alarm code the day the sale ends.

How do I know the estate sale went well if I was not there?

Ask for photographs of the staged house before the listing goes live, read the listing itself, have a local contact visit as a shopper on the first morning, and walk the house on video with them after the sale closes. Then read the settlement statement against what you were told. Those five things tell you nearly everything being there would have.

Can an estate sale company ship items to me?

Many will box and ship a small number of named items for a fee, and some will arrange a mover for furniture. Ask at the walk-through and get the cost in writing. For anything you want to keep, it is usually cheaper and safer to take it on your own trip before the company starts sorting.

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