Areas of Expertise & Services

Residential Real Estate Closings

  • Closings for primary home and investment purchases, vacant lot sales, refinances

  • Title examinations and updating the title to the subject property

  • Document preparation: Deeds, easements, encroachment agreements, powers of attorney, trust certification

  • Ensuring the deed of conveyance and loan closing documents have been properly prepared and executed

  • Ensuring the closing funds are properly received and disbursed pursuant to the Closing Disclosure and/or Settlement Statement prepared by this office and reviewed by you at closing,

  • Ordering and review of a requested survey of the subject property prior to closing

  • Verification that the deed and deed of trust are duly recorded

  • Verification that the owners’ and lenders’ policies of title insurance are issued and delivered in proper form and that mortgages and liens paid off at closing are properly canceled.

  • Transferring property into an LLC 

  • Transferring property into a trust

  • Deeding property based on life events like marriage, divorce, death, or other reasons

Essential Estate Planning

  • Wills

  • Living Wills / Advanced health care directives

  • Revocable Trusts

  • Financial powers of attorney

  • Health-care powers of attorney

  • HIPAA Releases