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Fiduciary Property Sale Documentation Checklist
A practical reference for trust attorneys, estate planners, and fiduciaries managing income property dispositions in Los Angeles.
What the Checklist Covers
- Pre-Sale Documentation: Hold vs. dispose analysis, Broker Opinion of Value, broker selection memo, beneficiary notification requirements
- During-Sale Records: Marketing activity reports, all offers received, inspection reports, tenant estoppels, due diligence documentation
- Post-Sale Compliance: Closing statements, transfer tax documentation, 1031 exchange records, court confirmation orders
- Formatted for Practical Use: Printable reference you can use on any income property disposition, regardless of which broker you work with