Define the scope together.
Tell us the property, the parties, your role and the intended timeline. Identify the items your office will prepare or review and the closing work you would like Trinity to coordinate.
Put documentation questions on the table.
Ownership, authority to sign, title requirements and settlement instructions need to be understood in the context of the file.
- Title commitment and exception questions
- Ownership and signer documentation
- Payoff, escrow and settlement coordination
- Document review, signing and recording arrangements
Keep advice and coordination distinct.
Trinity’s website resources provide general education. They do not replace your advice about the client’s rights, obligations, documents or transaction structure.
