Real Estate Attorney Checklist

REAL ESTATE ATTORNEY SELECTION AND WORKING RELATIONSHIP CHECKLIST
Real Estate Investor Edition
Investor: ___________________
Date of Search / Review: ___________________
Market(s): ___________________
Purpose: [ ] First-time attorney search  [ ] Replacing existing attorney  [ ] Adding second attorney  [ ] Annual relationship review
PURPOSE: This checklist guides investors through selecting the right real estate attorney for investment transactions and maintaining a productive, professional ongoing relationship. A good real estate attorney is one of the most valuable members of your investment team. The wrong one can cost you deals, time, and money.
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SECTION 1 — QUALIFICATIONS TO LOOK FOR
The following qualifications indicate an attorney suited for real estate investment work — not just standard residential transactions.
  EDUCATION AND LICENSING:
  [ ] Licensed and in good standing in the state(s) where you invest
       Verify at: your state bar association's attorney lookup tool
  [ ] No disciplinary actions or suspensions on record: [ ] Confirmed  [ ] Unresolved issues: ___________________
  [ ] Continuing legal education (CLE) in real estate law current
  REAL ESTATE INVESTMENT EXPERIENCE:
  [ ] Minimum _______ years of real estate law experience (recommend 5+ years)
  [ ] Track record with investment transactions specifically (not just owner-occupied residential)

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