Estate Cleanout Quote Template

Sent to families clearing the home of a parent who has died, often from another city, and to executors or property managers acting for them. Unlike a junk pickup, most of the work is sorting before anything leaves the house, so the quote says how the keep, donate, sell and discard piles are handled and priced.

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Free download (no sign-up): Excel / Word

This quote as a file you can fill in and send: the line items below, with amounts, tax and the total worked out by formulas.

How to use this file

  1. Download it and open it in Excel, Google Sheets, Numbers, Word or Google Docs.
  2. Put in your business details and the client, then replace the example lines and prices with your own. In Excel, amounts, tax and the total update as you type.
  3. Check the payment terms, then save it as a PDF and send it to the client.

Example line items

ItemUnitQtyExample price
Sorting and clear-out, 3-bedroom house, crew of 4day21,200–2,500 / day
Search for papers, photos and valuables, boxed for the familyjob1150–400
Haul-away and disposal, 15 cu yd truckload3450–800 each
Donation drop-off with charity receiptstrip1100–250
Broom-clean or deep clean after clear-outjob1250–600
Appliance and mattress disposal feesitem425–75 each

Amounts are examples before tax, not price advice. Add sales tax or VAT where it applies.

What to put on the quote

  • Rooms and how full they are, from photos or a walk-through, plus stairs and where the truck can park.
  • The family keep list, and the rule for anything uncertain: boxed and held, never thrown out.
  • What is searched for (papers, photos, cash, jewelry), how finds are logged and who receives them.
  • Where items go (donation, resale, recycling, landfill) and any resale credit, deducted only after appraisal.
  • Final condition: broom-clean or deep clean, and whether the garage, shed and attic are in scope.

Common mistakes

  • Quoting a flat price from a phone call, then finding a full basement and attic.
  • Throwing out a box the family later asks about, because no keep list was agreed in writing.
  • Promising that resale will cover the bill before anything has been appraised.
  • Leaving out disposal fees for appliances, paint, tires and mattresses.

Deposit, balance and validity

Deposit 20% to book the dates, balance on completion after the family walk-through or photo check. The price covers the rooms and loads listed; an extra load is charged at the load rate above, and only after a call to agree it. Dates can be moved free of charge with 72 hours notice. Quote valid for 30 days.

Questions people ask

Do we need to be there while you work?

No, many families are not. We agree the keep list first, send photos at the end of each day and set aside anything we are unsure about.

What happens to cash or jewelry you find?

Every find is photographed, logged and handed to the person named on this quote. Nothing found is sold or kept without written approval.

Can the value of the furniture pay for the cleanout?

Sometimes in part. Items that can be resold are appraised on site and the credit appears as a deduction on the final invoice, never promised in advance.

How long does a 3-bedroom house take?

Usually one to three days with a crew of four, depending on how full it is and how carefully the family wants things sorted.