Lawyer Transfer Property Document Checklist

Before you start

0/3 completed

Identify the property issueWrite whether this is sale, purchase, inheritance, divorce transfer, donation, bond cancellation, rates issue, levy issue, occupation dispute, or title query.Not startedRecord property detailsPrepare erf, sectional title, address, seller, buyer, estate agent, bondholder, body corporate, municipality, and transferring attorney details.Not startedRecord key datesList offer date, acceptance date, suspensive-condition date, bond date, occupation date, transfer-duty date, guarantees date, and expected registration date.Not started

Before documents are submitted

0/4 completed

Collect sale and transfer recordsPrepare offer to purchase, sale agreement, amendments, transfer documents, title-deed details, bond documents, guarantees, and conveyancer emails.Not startedCollect FICA and identity recordsPrepare ID, proof of address, marriage documents, company or trust authority records, tax numbers, and bank details requested by the conveyancer.Not startedCollect property cost recordsPrepare rates figures, levy statements, clearance figures, transfer-duty notes, payment proof, occupational rent notes, and municipal correspondence.Not startedCollect dispute recordsSave defects, occupation, breach notices, agent correspondence, inspection notes, photos, and messages in date order.Not started

During the consultation

0/3 completed

Ask what blocks transferAsk which document, payment, authority, clearance, bond, or signature issue is holding up the transfer.Not startedAsk what must be originalConfirm which documents must be original, certified, wet-signed, electronically signed, or lodged by a conveyancer.Not startedAsk about next datesConfirm the next submission, payment, lodgement, registration, occupation, or handover date.Not started

Afterwards

0/3 completed

Send a labelled packSend documents once, labelled by sale agreement, identity/FICA, rates, levy, bond, payments, and dispute documents.Not startedTrack missing itemsKeep a missing-document list with owner, date requested, date sent, and proof sent.Not startedSave registration recordsKeep final statement, proof of registration, title-deed reference, payment proof, and handover records.Not started

Lawyer Transfer Property Document Checklist

Before you start

Need help with this checklist?

Before documents are submitted

During the consultation

Afterwards

When It Applies

Not For

Documents

Timeline

Tips

Warning Signs

Official sources

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Lawyer Transfer Property Document Checklist

Before you start

Need help with this checklist?

Before documents are submitted

During the consultation

Afterwards

When It Applies

Not For

Documents

Timeline

Tips

Warning Signs

Official sources