Property instructions move more efficiently when the basic facts and documents are organized at the beginning.
Start with the parties and the property
Provide the full names of the parties, the location and description of the property, the nature of the proposed transaction and the commercial timetable.
Identify the available documents
Relevant items may include title documents, surveys, prior agreements, correspondence and information about any existing occupation or dispute. Do not send originals or sensitive identity materials until your solicitor provides an appropriate method.
Explain timing clearly
State any completion date, financing condition, notice date, hearing date or other deadline. A lawyer must still verify how the applicable law treats that deadline.
Early organization does not replace due diligence, but it helps the legal team identify priorities and scope the next steps.
This publication is general information and is not a substitute for legal advice concerning a specific matter.