Why Prepare Before Your Consultation
A real estate attorney’s time is valuable-and so is yours. Arriving with a complete set of relevant documents allows the attorney to quickly assess your situation, identify potential issues, and give you focused advice. Missing paperwork can lead to follow-up calls, delays, and increased legal fees. By organizing these materials in advance, you maximize the value of your meeting and help the attorney spot pitfalls early.
Documents for Buying or Selling Property
If you are purchasing or selling a home, commercial property, or land, bring:
- The purchase and sale agreement (signed or draft). This is the core contract.
- All addenda or amendments, such as inspection contingency forms, financing addenda, or seller disclosures.
- The seller’s property disclosure statement, if available. This reveals known defects or issues.
- The preliminary title report or commitment for title insurance. This shows ownership, liens, easements, and restrictions.
- Property tax records for the last two years, including any special assessments.
- Homeowners’ association (HOA) documents, if applicable: covenants, conditions & restrictions (CC&Rs), recent meeting minutes, financial statements, and rules.
- Inspection reports you have already obtained, such as general home, pest, roof, or structural inspections.
- Any correspondence with the other party or real estate agents about the deal.
Documents for Financing or Refinancing
When your legal question involves a mortgage, loan, or other financing arrangement, gather:
- The loan estimate and closing disclosure (for purchase loans) or the truth-in-lending statement and promissory note.
- Any correspondence with the lender, including approval letters or denial notices.
- Property appraisal reports and any survey of the land.
- Documents showing payment history or default notices, if you are facing foreclosure or a dispute.
Documents for Landlord-Tenant Issues
If you are a landlord or tenant, bring all records related to the rental unit, including:
- The signed lease or rental agreement, along with any addenda.
- Security deposit receipts and itemized deductions, if applicable.
- All communication with the landlord or tenant (emails, texts, letters) about repairs, rent increases, lease termination, or disputes.
- Inspection check-in/check-out reports and photos.
- Rent payment records and any notices of late payment or eviction.
- Local rental ordinances or housing codes that may apply-your attorney will want to confirm the rules in your jurisdiction.
Documents for Boundary, Easement, or Land-Use Questions
When the issue involves the property lines or permitted uses:
- A current survey of the property.
- The deed, including any prior deeds or title history.
- Any recorded easements or rights-of-way that affect the property (ask the county recorder’s office if unsure).
- Zoning or land-use permits, variances, or building permits. Also bring any correspondence from the local planning department.
- Letters from neighbors or adjacent property owners about disputes or agreements.
General Documents to Have on Hand
Regardless of the specific issue, the attorney may also ask for:
- Your government-issued ID (driver’s license, passport) for verification.
- A list of all parties involved, with their full legal names and contact information (sellers, buyers, lenders, agents, co-owners, tenants, etc.).
- Any court documents if the matter is part of pending litigation.
- A timeline of events, written in your own words, summarizing what has happened so far and what you need the attorney to accomplish.
Final Tips for a Productive Meeting
- Organize documents in a single folder (physical or digital) with clear labels.
- Bring two copies-one for you and one to leave with the attorney.
- Write down your questions in advance so you do not forget key topics.
Remember: the rules vary by state and locality, and every transaction is unique. This list is a starting point. Your attorney will tell you if additional documents are needed. Always confirm current requirements with a qualified real estate attorney in your jurisdiction.