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Transactional Real Estate

Our Process


Contract Review & Intake

I receive the signed contract, typically via email, from the Buyer’s agent. I perform an initial contract review and introduce myself to all the parties via email and initial phone calls. The Buyer receives an intake form and a scheduling request for our initial phone call. 

Book a free consultation


Transaction Review & Introduction

The Buyer joins our introductory phone call to address initial questions and submits the intake form. I have a clear picture of the transaction and concerns as we start the inspection and contract contingency period.


Attorney Review & Inspection Contingencies

I conduct a comprehensive examination of the contract, amendments, property tax records, property inspection reports, zoning restrictions, municipal inspections, association documents, and other relevant documents to uncover any potential risks or liabilities. I submit our request to the Seller and negotiate the terms of the final agreement.

(Days 2 through 15)


Loan Approval & Closing Preparation

The Buyer satisfies the lenders outstanding requests, the Lender issues its final clear to close, and working with the title company produces the final figures for review. I review the final closing documents and figures with the Buyer and schedule the closing.

(Days 15 through 30)


Closing & Transfer

We attend the closing and guide you through the process, ensuring all documents are properly executed, funds are transferred, and the ownership is transferred smoothly.


Post-Closing Services

We remain available to assist with any post-closing matters, such as recording quit claim deeds, addressing title issues, and answering any questions or concerns that may arise. After you have settled in, I will reach out to discuss your estate plan.

Why Us?

When you call, I answer…
You'll have direct access and numerous benefits for a streamlined real estate experience. Access your transaction portal via your phone for documents, dates, and scheduling. Expect weekly status calls, text updates, and notifications. Our expertise and careful contract review protect your interests and keep you informed. We guide you through due diligence, attend the closing, and ensure a seamless ownership transfer. Plus, as an additional post-closing support, we offer a free consultation for estate planning. Rest assured, we're here to address any concerns and ensure your satisfaction throughout the entire real estate journey.

We should work together if:

  • You are buying, selling, leasing, or investing in real estate and need expert legal guidance throughout the transaction process.

  • You need assistance in conducting due diligence investigations to identify any potential risks or liabilities associated with the property.

  • You are considering a new investment property and would like to conduct preliminary due diligence to confirm clean title and no outstanding municipal violations or tax burdens.

  • You want a dedicated attorney overseeing the closing process and ensuring all documentation is accurately prepared and executed.

  • You need to add a spouse or loved one to your deed.

  • You value ongoing support and assistance even after the transaction is complete, addressing any post-closing issues that may arise.

Contact us today to schedule a consultation and discover how our expertise and experience can help you achieve your goals.

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