Estate Auction Checklist

An estate auction depends on accurate lot information, a clear bidding process, and a setup that keeps registration and payments moving. Start by fixing the auction date and venue, then prepare the terms, registration, lot numbers, photographs, and descriptions. In the final week, confirm the auctioneer, payment team, transport, and missing lot details. On the day, allow time to arrange tables, chairs, registration, payment, lot cards, bid numbers, and fragile items before guests arrive.

The plan, step by step

Every task with its own sub-checklist, in the order you'll actually need them.

Preparations

  • Confirm the auction date

  • Confirm the venue and room layout

    2 people

  • Draft auction terms

    2 people

  • Create registration form

  • Assemble prize list

    3 people

  • Number the lots

    3 people

  • Photograph lots

    2 people

  • Write Lot Descriptions

    2 people

  • Publish auction ad

  • Send invitations

    2 people

  • Process registrations

    2 people

  • Collect dietary requirements

  • Send parking information

  • Make reservations

  • Confirm auctioneer

  • Assign the payment team

  • Check plots

    4 people

  • Pack fragile items

    3 people

  • Fill in missing lot details

    2 people

  • Print lot cards

    2 people

  • Prepare bid numbers

    2 people

  • Check the shopping list

  • Do the shopping

    3 people

  • Bring lots to the venue

    4 people

  • Set up tables and chairs

    4 people

  • Display lots by number

    5 people

  • Place lot cards

    3 people

  • Set up registration desk

    2 people

  • Set up payment desk

    2 people

  • Test sound system

    2 people

  • Check the lighting

    2 people

  • Hang up route signs

    2 people

  • Chill drinks

    2 people

  • Prepare coffee station

    2 people

  • Conduct a safety check

    2 people

  • Set out cash for the register

    2 people

  • Set out refreshments

    3 people

  • Prepare snacks

    3 people

  • Hand out staff instructions

Event

  • Staff the registration desk

    2 people

  • Welcome visitors

    3 people

  • Issue bid numbers

    2 people

  • Arrange property viewings

    3 people

  • Open the auction

    2 people

  • Auction lots

    3 people

  • Register sold lots

    2 people

  • Take lots to the pickup area

    3 people

  • Serve coffee and tea

    2 people

  • Serve snacks

    2 people

  • Refill drinks

    2 people

  • Clear tables

    2 people

  • Process payments

    3 people

  • Check auction item release

    3 people

  • Mark unclaimed auction items

    2 people

  • See off the last visitors

    2 people

Aftercare

  • Pack leftovers

    3 people

  • Close the register

    2 people

  • Store lots securely

    3 people

  • Collect waste

    3 people

  • Wash dishes

    2 people

  • Clear tables and chairs

    4 people

  • Clean the venue

    3 people

  • Transfer lots to buyers

    3 people

  • Follow up on outstanding payments

  • Sort remaining items

    3 people

  • Return unsold items

    3 people

  • Return borrowed materials

    2 people

  • Handle the deposit and keys

  • Archive sales administration

    2 people

  • Keep invoices and receipts

  • Send thank-you message

  • Transfer sales proceeds

    2 people

What to bring

Grouped the way you'd shop for it, with quantities.

Furniture

  • Tablesqty 12
  • Chairsqty 90
  • Foldable tablesqty 4
  • Registration desk
  • Payment counter
  • High tablesqty 6
  • Transport cartsqty 3

Equipment

  • Laptopqty 2
  • Printer
  • Speakerqty 2
  • Microphoneqty 2
  • Extension cordsqty 6
  • Power stripsqty 6
  • Chargersqty 4
  • Calculatorsqty 3
  • Cash register
  • Payment terminal
  • Coolersqty 4
  • Hand trucksqty 2
  • Glue gunsqty 2
  • Staplersqty 3

Tableware

  • Coffee cupsqty 90
  • Glassesqty 100
  • Platesqty 100
  • Forksqty 100
  • Knivesqty 100
  • Spoonsqty 100
  • Serving spoonsqty 8
  • Small bowlsqty 12
  • Serving traysqty 8

Kitchen

  • Coffee machinesqty 2
  • Kettlesqty 2
  • Thermos flasksqty 6
  • Ice packsqty 16
  • Cutting boardsqty 4
  • Bread knivesqty 3
  • Pliersqty 6
  • Measuring cupsqty 2
  • Coolersqty 2

Decorations

  • Tableclothsqty 12
  • Auction board
  • Directional signsqty 12
  • Welcome sign
  • Notice boardsqty 4
  • Photo framesqty 6
  • Table name cardsqty 20
  • Buntingqty 6

Lighting

  • LED lampsqty 12
  • Desk lampsqty 4
  • Batteriesqty 24

Cleaning

  • Waste binsqty 8
  • Bucketsqty 3
  • Mopsqty 3
  • Broomsqty 3
  • Dustpan and brushqty 3
  • Cleaning glovesqty 8
  • Hand soap dispensersqty 4
  • Paper towel dispensersqty 4
  • Toilet brushesqty 3

Catering

  • Groceries

Paper goods

  • Registration formsqty 150
  • Bid cardsqty 150
  • Sales receiptsqty 150
  • Bid numbersqty 120
  • A4 paperqty 500
  • Notepadsqty 12
  • Ballpoint pensqty 40
  • Pencilsqty 20
  • Markersqty 12
  • Sticky notesqty 12
  • Adhesive labelsqty 500
  • Bindersqty 8
  • Envelopesqty 200
  • Receipt rollsqty 10
  • Paper wristbandsqty 150
  • Tapeqty 12
  • Packing tapeqty 12
  • Ropeqty 6
  • Cardboard sheetsqty 100
  • Bulletin board cardsqty 100
  • Plastic document sleevesqty 200
  • Clipboardsqty 12
  • Scissorsqty 6
  • Utility knivesqty 3
  • Rulersqty 4

Auction materials

  • Auction hammer
  • Field displaysqty 30
  • Presentation tablesqty 4
  • Number signsqty 120
  • Table numbersqty 20
  • Queue barriersqty 8
  • Barrier tapeqty 4
  • Storage cratesqty 30
  • Moving blanketsqty 20
  • Bubble wrapqty 4
  • Moving boxesqty 50
  • Wrapping paperqty 4
  • Carrier bagsqty 100
  • Hand terminalsqty 3
  • Cash boxqty 2
  • Document casesqty 4
  • Key labelsqty 50
  • Cable tiesqty 200
  • Work glovesqty 12

Tips

  • Finish the lot inventory before writing descriptions. Number every lot, photograph it, and fill in missing details before the auction ad is published so bidders receive consistent information.
  • Set a firm registration deadline and process forms as they arrive. Collect dietary requirements and send parking information before the event rather than trying to answer these questions at the registration desk.
  • Plan the room around three separate flows: registration, bidding, and payment. Place the registration desk near the entrance and keep the payment counter away from the auctioneer’s operating area.
  • Confirm transport capacity before moving the lots. Fragile items need secure packing, while hand trucks or transport carts can prevent damage and reduce the time needed to bring everything into the venue.
  • Complete a final equipment check at least 24 hours before the auction. Test the laptop, printer, microphone, speaker, payment terminal, cash register, extension cords, and chargers, and keep calculators available for payment checks.

Frequently asked questions

How far in advance should I plan an estate auction?
Start at least 4 to 6 weeks before the auction date. This gives you time to confirm the venue and auctioneer, prepare lot information, publish the advertisement, send invitations, and process registrations.
When should I number and photograph estate auction lots?
Number and photograph the lots after the inventory is checked, ideally 2 to 3 weeks before the auction. Write the descriptions only after missing details have been filled in, so the printed lot cards and published information match.
How many tables do I need for an estate auction?
Plan separate tables for registration, payment, lot display or sorting, and refreshments, then add at least 1 spare table for unexpected needs. Confirm the room layout early enough to check that there is also space for chairs, walkways, and transport carts.
When should I test the payment terminal and auction equipment?
Test the payment terminal, cash register, printer, microphone, speaker, laptop, and power connections at least 24 hours before guests arrive. Repeat a short check when setting up, because cables, chargers, and power strips are often left behind during transport.

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