Intake Forms

Purchase & Sale

If you’d like us to help you with your SALE and your PURCHASE of your real estate property.

Purchase Only

If you’d like us to help you with the PURCHASE of your real estate property.

Sale Only

If you’d like us to help you with the SALE of your home.

Refinance or New Mortgage

If you want us to help you with REFINANCING your current mortgage or obtaining a new MORTGAGE.

Family Transfer

If you’d like us to help you with adding or taking someone on/from the title of your property

Transmission

If you’d like us to help you with the TRANSMISSION of your property to the survivor Joint Tenant or to the Executor of your Estate.

Mortgage Payout and Discharge

If you have a current mortgage that you would like to pay out and DISCHARGE (without registering a new mortgage)

Power of Attorney Questionnaire

If you would like to prepare a POWER OF ATTORNEY.

Wills Questionnaire

We ask that you complete this questionnaire as thoroughly as possible before we meet because it will provide us with essential information and help us to identify the items we should discuss with you.

Helping You ACQUIRE, PROTECT & TRANSFER Your Legacy.