Loading
Loading page.
Client Document PackConveyancingMedium
Property Lawyer Document Checklist
Prepare a conveyancing document pack by organising identity, authority, core matter records, official records, correspondence, financial records, deadline notes, and fee questions.
Time to prepare1-4 hours
Before you contact a lawyer
0/3 completedNeed help with this checklist?
Get support from a lawyer who works with conveyancing matters.
Before the consultation
0/5 completedDuring the consultation
0/3 completedAfterwards
0/3 completedWhen It Applies
You need a clean conveyancing document pack before a first consultation.
Buyers, sellers, landlords, tenants, body-corporate members, property owners, and agents preparing property-law or conveyancing questions need property, payment, occupation, municipal, and correspondence records organised.
Not For
- Drafting legal documents, choosing a legal route, or making binding decisions without tailored advice.
Documents
- Offer to purchase
- Lease
- Title deed
- Bond records
- Municipal account
- Levy statement
- Compliance certificates
- Inspection records
- Identity records
- Authority records
- Official records
- Financial records
- Correspondence
- Question list
Timeline
- Before consultation: collect identity, authority, core matter, official, and money records.
- During review: confirm controlling records, missing documents, and next route.
- Afterwards: save final versions and calendar next dates.
- Ongoing: update the document index as records change.
Tips
- Send documents in date order.
- Keep draft and final versions separate.
- Name who has authority to instruct the lawyer.
- Ask what can be handled remotely and what needs original documents.
Warning Signs
- Authority to sign or instruct is unclear.
- An official deadline or filing date is close.
- Records conflict with each other.
- A document is being pushed for urgent signature.
Official sources
- Deeds Registries Act 47 of 1937Deeds-registration and property-record context.
- Chief Registrar of DeedsDeeds-office and deeds-registration source context.
- SARS transfer dutyTransfer-duty source context.
- Legal Practice Council list of legal practitionersLegal-practitioner discovery and verification context.
This checklist is for general information only and does not constitute legal advice.
Speak to a Lawyer