Meeting Checklist

Attorney Meeting Checklist

Preparing to Meet with Your Real Estate Attorney

As you prepare for your meeting with your real estate attorney, it will be useful to get together relevant documents to bring with you.

 Examples of important documents to include:
  • Deeds
  • Title reports
  • Homeowner insurance policies
  • Leases
  • Liens
  • Purchase and sales agreements
  • Realtor or broker agreements
  • Construction and service contracts
  • Promissory notes and deeds of trust
  • Court or agency documents
  • Documents related to zoning and variances
  • Wills and trusts related to real property
  • Guardianship or conservatorship documents related to real property
  • Correspondence from relevant parties
  • Assessments, appraisals, inspections and surveys
  • Property tax statements
  • Photographs

It is also useful to write down some notes in preparation for your meeting including:

  • Outline of important events, facts and dates
  • Your goals
  • Upcoming deadlines
  • Names and contact information for all involved parties, including real estate agents, attorneys, inspectors, appraisers, sellers, buyers, landlords, tenants and lenders
  • Names and contact information for possible witnesses or sources of information, such as co-owners, family members, neighbors or business associates
  • Questions for the attorney

If you have questions concerning what to bring to your meeting please
contact us or call (925) 463-9000.

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