Conveyancing consumer checklist

Checklist for your appointment - Residential Conveyancing

Documents you might be asked to bring to your first appointment

• Correspondence about offers or conditions
• Your instructions on sole or joint ownership
• Advertisements, plans, home reports or surveys or deeds searches already done
• Correspondence from factors or managing agents
• Documents that the firm needs to run identity and financing checks
• Details of any loans or security over the property
• Documents to prove identity and financing of any other person helping with funding or ownership
• Details of any Help-To-Buy scheme

Discuss these at your first appointment

• Cost and time allocated for first appointment
• Who is to be the registered owner
• Effect of any survivorship clauses (if applicable)
• How will I be charged – fixed fee / hourly rate at £…. per hour
• Any extra costs and expenses that I must pay
• Any factoring / management fees or notices to consider
• Payment arrangements and details
• What is the cost if my transaction doesn’t finalise
• (If applicable) Likely timeframes and cost for a re-mortgage

Expected time-frame

• When will I get the Terms of Business
• What is the next step, and when will you start the work
• What is the likely date for exchange of keys
• How and when will the solicitor contact me again
• Is there anything else I need to provide now

What next?

• How often will I get updates on both the progress and the costs
• How will the financial arrangements work
• What happens if problems emerge – and any effect this could have on the costs
• Name and contact details of my solicitor:

Make a note of any other questions or points raised that you need to remember