This estate management inspection template helps property managers and field teams document routine visits. Record client and site details, arrival time, attendees, and reasons for the trip. Inspect key areas including sinks, bathtubs, toilets, landscaping, automobiles, pool security, HVAC status and set point, mailbox, and alarm system. Log water shutoff and capped lines, lockbox installation and codes, and verify the property is locked and secured. Attach photos and add notes to create a clear field report for stakeholders.
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