Estate cleanout

Estate Cleanout Invoice Template (Free)

Short answer

An estate cleanout invoice needs the property address, the executor or estate named as the payer, volume cleared stated in loads with the truck size, disposal fees at cost by facility, donation runs with receipts attached, heavy or hazardous item surcharges, stairs or long-carry charges, any sorting and packing time, and before-and-after photo documentation. Copy the template below, or use software that attaches the photos to the invoice.

What belongs on the invoice

  • Business name, contact info, and insurance details
  • Bill to — executor name or estate, as agreed in writing
  • Property address and dates worked
  • Volume cleared — loads, with truck size stated
  • Disposal — at cost, facility named
  • Donation runs — with receipts attached
  • Heavy / hazardous item surcharges
  • Stairs, long carry, and access notes
  • Sorting and packing time
  • Photo documentation referenced

The template

[Your Business Name] · Insured
[Phone] · [Email]

Invoice #____        Date: __________
Bill To: [Executor Name] / Estate of ______________
Phone: __________   Email: ________________
Property: _____________________________________
Dates Worked: __________ to __________

--------------------------------------------------
Description                              Amount
--------------------------------------------------
Cleanout — ___ loads (___ yd truck)      $______
Sorting + packing — ___ hrs @ $___       $______
Items retained per family (see notes)    $______
Disposal fees (at cost, [facility])      $______
Donation run(s) — receipts attached      $______
Appliances w/ refrigerant x___           $______
Mattresses x___                          $______
Tires / paint / hazardous x___           $______
Stairs / long carry surcharge            $______
Light clean after clearing               $______
--------------------------------------------------
Subtotal                                 $______
Tax (if applicable)                      $______
Total Due                                $______

Before/after photos: attached · Rooms cleared: ______
Donation receipts provided: [yes / no]

List the rooms cleared

One line — “kitchen, 3 bedrooms, basement, garage, attic” — is the scope. It answers the question an executor two states away will otherwise have to ask, and it’s what makes the volume figure credible.

Attach the photos to the invoice, not a separate email

An invoice that arrives with its own evidence gets approved on the first read. One attachment beats a follow-up thread, especially when the payer is handling a parent’s estate and has forty other things in their inbox.

Skipping the copy-paste

Software with your volume rates, disposal lines, and surcharges saved builds this from the job record with the before-and-after photos already attached.

Frequently asked questions

Why name the executor specifically?

Because an estate has several people with opinions and one with legal authority to pay. Naming the executor — or the estate itself — in the bill-to field before you start is the difference between an invoice that gets paid and one that circulates among relatives.

Should disposal fees be marked up?

Pass them at cost with the facility named. Dump and transfer station fees vary by county and load type, and an at-cost line with a name attached is never questioned, while a marked-up one always is.

What if the family wants certain items kept?

Bill sorting and packing as its own line, and list the rooms or categories in the notes. Sorting is dramatically slower than clearing, and it's the part of estate work most often assumed to be free.