SALE CLOSING

• preparation and delivery of Bar contract
• coordination with all parties
• payoff requests
• preparation and delivery of sale documents
• preparation of disbursement statement detailing incoming/outgoing funds
• post-closing payoff delivery
• miscellaneous post-closing mailings
• SEE EXCLUSIONS BELOW

REFINANCE CLOSING

• coordination with all parties
• title search requests
• insurance requests
• payoff requests
• preparation and delivery of title work and HUD/Closing Disclosure to lender
• preparation of disbursement statement detailing incoming/outgoing funds
• obtain and deliver lender closing package(s)
• title policy preparation
• post-closing bank package
• miscellaneous post-closing mailings
• SEE EXCLUSIONS BELOW

EXCLUSIONS:

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

• legal review of documents, including but not limited to contracts and title/municipal searches; 
• contract and other negotiations;
• mortgage and other contingency extension requests;
• utility transfers (electric, natural gas, oil, propane – I do, however, order water/sewer transfers as needed);
• 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;
• settlement agent approval documentation;
• detailed closing instruction review/compliance;
• detailed seller document review (I typically review the party names, property address and price on the deed - the attorney should do this also, as well as review the remaining documents and compare them to title);
• wire confirmations;
• closing attendance;
• record and rundown - available for an additional charge;
• post-closing issues (i.e. release tracking, escrow follow-up, corrections for mistakes not made by us, etc.).

** 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.

PAYMENT TERMS:

Payment is expected immediately upon my delivery of the file to your office. If a transaction fails to close for any reason, at any point during the transaction, I still charge (just as you would have to pay to staff an in-house paralegal). I keep track of time spent on each file, so the cancelation charge will be hourly, with a minimum of one hour.

Closing Services:

Below is a summarized list of services offered by

Professional Paralegal Services of CT, LLC

PURCHASE CLOSING

• coordination with all parties after completion of contract negotiations
• title and muni search requests
• insurance requests
• preparation and delivery of title work and HUD/Closing Disclosure to lender
• preparation of disbursement statement detailing incoming/outgoing funds
• obtain and deliver lender closing package(s)
• title policy preparation
• post-closing bank package
• miscellaneous post-closing mailings
• SEE EXCLUSIONS BELOW