Part I. Basic Information

Date:


Name:


Closing Date:


Seller Information

Client Name(s):


Phone Number:


Address for service after closing (line 1):


Address for service after closing (line 2):


Spousal Status:
Single   Married

If married, to whom:


Is this a matrimonial home?
Yes   No

Existing Mortgage

Mortgagee:


Branch/Contact Person:


Mortgage Reference No (VERY IMPORTANT):




Property Information:

Total amount of last tax bill: $

Amount of taxes paid to date: $



OR

Amount of monthly payment: $
Payment due: 1st of month   15th of month

Fax tax bill if possible. If this information is not available we can order a tax certificate at a cost of $60.00.

Is the property tenanted? Yes   No  
Is there a survey available? Yes   No  

How is the property heated? Oil   Property   Metered  

For Oil or Propane heated properties please advise client to fill tank prior to closing.

No. of tank(s):

Size of tank(s):

Supplier name:

Phone Number:

Is the property a condominium? Yes   No  

If property is a condominium, total monthly common expenses: $

Wills

Now is a good time to have your Will drafted. The cost is $350.00 plus HST (a $50 discount from our regular rate) for an individual, or $500.00 for a couple. That price includes two Powers of Attorney and the necessary Affidavit of Execution.

Please contact me to have my Will prepared:

Yes   No