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Property document review

Organise ownership and transaction records for a defined professional review.

Availability and the responsible advocate are confirmed before professional engagement.

Questions to discuss

  • What is the purpose of the review: purchase, ownership, tenancy or dispute?
  • Which records are available and which need to be obtained?
  • Does the proposed scope include searches, approvals or only supplied documents?

Documents to prepare

  • Available title deeds and ownership chain
  • Encumbrance and municipal or revenue records
  • Draft agreements and property location

How the discussion may proceed

1

Share the purpose and location.

2

Agree the documents, review scope and fee.

3

Discuss findings and any further checks.

Scope and fees

Agree what is included, the professional fee, applicable taxes and approved expenses before work begins. Review, drafting, dispatch, filing and representation are separate tasks unless the engagement expressly includes them.

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