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Client Document PackConveyancingMedium
Property Lawyer Document Checklist
Prepare documents for a property-law, conveyancing, lease, transfer, sectional-title, occupation, or property-dispute consultation.
Time to prepare2-4 hours
Before you start
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Before the appointment
0/2 completedOn consultation day
0/2 completedAfterwards
0/2 completedWhen It Applies
You need to speak to a property lawyer or conveyancer about ownership, transfer, lease, defects, occupation, rates, or levies.
You want one document pack before a property-law appointment.
Not For
- Urgent eviction, unlawful lockout, safety, or court-service issues without immediate advice.
Documents
- Offer to purchase
- Title deed
- Lease
- Bond documents
- FICA documents
- Municipal account
- Levy statement
- Compliance certificates
- Photos
- Inspection reports
- Payment proof
- Notices and correspondence
Timeline
- Before advice: classify the issue and property details.
- Before appointment: collect transaction and evidence records.
- After appointment: send missing documents once.
- Ongoing: track transfer, notice, tribunal, and court dates.
Tips
- Label each document by date and type.
- Keep transaction documents separate from dispute evidence.
- Do not rely only on estate-agent messages.
- Ask whether tribunal or ombud routes apply before court.
Warning Signs
- Transfer registration is blocked.
- Occupation, eviction, or lockout risk is urgent.
- Municipal or levy debt is escalating.
- There are hidden defects, boundary issues, or disputed ownership records.
Official sources
- Deeds OfficeProperty ownership and deeds context.
- Community Schemes Ombud ServiceSectional-title and community-scheme dispute context.
- SARS transfer dutyTransfer-duty and property-transaction context.
This checklist is for general information only and does not constitute legal advice.
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