For probate attorneys
Weekly property status reporting
Every referred matter gets the same one-page update, on the same day each week, until closeout. Here is what it looks like.
Sample update
Property Status Update
Illustrative example. Details are composite and do not describe a specific estate.
- Matter
- Estate of R. — 4-bed single family, Mesa, AZ (address on file)
- Report date
- Week 3 of engagement
- Current step
- Step 4 of 6 — Prepare
- Completed this week
- Cleanout finished (18 cubic yards removed, 6 boxes of personal papers delivered to PR, donation receipt issued). Deep clean complete. Interior paint complete.
- Scheduled next
- Carpet replacement Tuesday. Landscaping cleanup Thursday. Photography and listing preparation the following Monday.
- Spend to date vs approved scope
- Approved refresh scope: $14,200 estimated. Invoiced to date: $9,850. All invoices in the closeout file.
- Blockers
- None. Water service restored on Tuesday after the meter issue reported last week.
- Attorney action needed
- None this week. Confirmation of listing authority will be requested before the property goes active.
Why the format stays the same
A predictable report is a report your paralegal can file without reading twice. The same seven fields appear every week, so a matter can be brought current in under a minute before a client call or a status conference.
What the reporting is not
- It is not probate accounting and is not prepared for filing with the court.
- It organizes property information only; the estate's accounting remains with counsel and the personal representative.
- Figures shown are estimates and invoiced amounts, not guarantees of final cost.
At closing, the weekly updates roll into the attorney-ready closeout file described on the referral process page.
Refer a matter and see it in practice
The first weekly update arrives within seven days of the property visit.
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