Free Companion Workbook

Letting Go of the House

This free probate home selling workbook was created as a companion to Letting Go of the House, offering calm, step‑by‑step support during probate sales.

A calm, step-by-step workbook for selling a parent’s home — built to be used alongside the book of the same name. No fluff. No pressure. Just space to think, write, and organize before you act.

What’s inside the workbook

Fourteen sections that follow the book chapter by chapter, with checklists, worksheets, and trackers you can use right now — whether your parent is still living, has just moved into care, or has passed and you are managing an estate from a distance.

First 30 Days Checklist — what to confirm before anything else
Document Locator — will, POA, deed, Letters Testamentary
The Five Questions — to clarify what you are actually dealing with
Conversation Planner — for the talk you have been putting off
Pricing Preparation Worksheet — bring it to your agent meeting
Cleanout Planning Guide — for the stuff inside the house
Agent Interview Scorecard — questions that reveal experience
Offer Comparison Worksheet — beyond just the highest number
Contract-to-Closing Milestone Tracker
Proceeds Planning + Legacy Reflection

Includes South Carolina specific notes.

How This Free Probate Home Selling Workbook Helps

Delaney Morgan

Realtor · CPRES · Columbia, SC

I help families in the Columbia area navigate downsizing, estate sales, and probate real estate. The work is rarely just about the house — it is about timing, family dynamics, and making decisions you will feel good about a year from now.

This workbook came out of years of sitting at kitchen tables with adult children sorting through everything at once. It is the resource I wish every family had before the first hard conversation.

Have a question as you work through it? Feel free to email me directly at any time — I read every message myself.

Email me →