Appointment Preparation Checklist

To make our time together more effective, please have the following things ready (if available) at the time of our appointment together.

• Title Policy
• Survey (these two items should be with the papers you got when you bought the house)
• Last year’s tax bill
• Information on any special assessments
• Account numbers and address for all mortgages
• Invoices for any repairs or improvements to the property
• Declarations/Covenants/Deed Restrictions (if applicable)
• Homeowners Association information (if applicable)
• 2 copies of the key to the front door
• Completed Seller’s Disclosure and Lead Base Paint Disclosure