Services

PURCHASE CLOSING

• Coordination with all parties after completion of contract negotiations
• Mortgage contingency extension requests (attorney to track dates internally)
• Title and muni search requests
• Insurance requests
• Preparation and delivery of title work and Closing Disclosures to lender
• Preparation of Closing Statement
• Obtain and deliver lender closing package(s)
• Post-closing bank package
• SEE EXTRA SERVICES BELOW

REFINANCE CLOSING

• Coordination with Lender and all parties
• Title search requests
• Insurance requests
• Payoff requests
• Preparation and delivery of title work and Closing Disclosure to lender
• Preparation of Closing Statement
• Obtain and deliver lender closing package(s)
• Post-closing bank package
• SEE EXCLUSIONS BELOW

SALE CLOSING

• Drafting, revisions and delivery of Bar contract
• Coordination with all parties about closing
• Payoff Letter(s) requests
• Preparation and delivery of sale documents
• Preparation of Closing Statement
• Post-closing payoff delivery
• Utility transfers (water and sewer)
• SEE EXTRA SERVICES BELOW

TRAVELING NOTARY SERVICES

• Provide all kind of notary public services allowed by the estate of CT
• Certified copy" of a document (passport, school transcript, etc.)

EXTRA SERVICES:

Items specifically excluded from my flat rate full closing services include, but are not limited to:

• Review of documents, including but not limited to contracts and title/municipal searches;
• Contract and other negotiations;
• Utility transfers (electric, natural gas, oil, propane );
• Escrow/occupancy agreements;
• Additional documents** (i.e. QC deed, POA, note, etc.) - available for an additional charge;
• Subordination requests - available for an additional charge;
• 1099 reporting***;
• Check writing;
• Detailed closing instruction review/compliance;
• Review of sale documents and coordinate with seller attorney;
• Wire confirmation;
• Attendance closing;
• Run and record;
• Post-closing issues
• leases
• wills
• letters
• Deeds (all kind of deeds)
• POA
• Title search
• Review UCC, Leases, Prepare SNDA and Estoppels
• File yearly report with the Secretary of the State
• Request CLE
• Prepare corporate consents

** Additional documents are billed at an hourly with a minimum charge of one hour.

*** 1099 reporting services may be outsourced to most title companies or you may prepare yourself.