Document Prep
You must execute all the paperwork properly if you’re investing your time and money into real estate. Errors in your documents could mean the difference between owning your home and owing someone else for the property you already paid for. Therefore, you need to know of several legal considerations and nuances when drafting real estate documents and ensure to edit and proof them.
You can entrust your paperwork to a Vero Beach document prep lawyer at Lulich & Attorneys. We offer professional real estate document preparation services. Our attorneys deliver accurately prepared, thoroughly reviewed, and timely submitted documents to meet your deadlines.
Need a Lawyer?
Contact us to learn more. We can gladly answer your questions and explain the benefits of working with our team.
Schedule A ConsultationWhat Sets Lulich & Attorneys Apart From Other Document Prep Services
Lulich & Attorneys does not offer run-of-the-mill document preparation services. Most legal document preparers will explicitly tell you that they do not have a law background—meaning they cannot represent you and they cannot give you legal advice. That may serve some clients, but many people seeking document preparation services also need guidance with their cases or real estate transactions.
With our law firm, you don’t have to settle for just document prep help. As real estate attorneys, we can provide the guidance and legal insight to facilitate your transaction or other real estate needs—even if you don’t choose to use our attorneys for your entire real estate process.
Our document prep attorneys can help you make the right choices for your unique situation. Our real estate law firm works to solve problems. The law may apply to everyone, but we believe in creating tailored legal solutions. You can’t get that with your typical document preparation company.
We Are a Title Company and Real Estate Law Firm
Not only do we provide legal representation and document preparation for your real estate transaction, our law firm also functions as a title company. For example, suppose you’re a buyer or seller closing on a property. In that case, we perform all the functions of a standalone title agency to officially transfer the title and successfully conclude the sale. We also ensure you know all the documents you need to keep after the closing.
There’s an assumption that an attorney, because they’re not a title company, they’re going to be a lot more expensive… we’re as cost efficient, as competitive, as responsive, and then there’s an attorney involved on top of it.
- Jordan Lulich
As an attorney-led title company, our firm has the experience and ability to ensure the accurate, efficient handling of all your real estate documents.
Concierge-Level Legal Service for Clients in Vero Beach
Lulich & Attorneys has a reputation as professional real estate problem solvers in the area. We are a full-service law firm, and we also work with clients to resolve their legal needs in business, estate planning, and deb cases.
For over 35 years, our firm has served Vero Beach with various legal issues. As a result, our community knows they can count on us to resolve their problems with a tailored approach. Whether preparing documents or legal cases, we proudly provide concierge-level service that is second to none.
Why You May Need a Vero Beach Document Prep Attorney
In some situations, what you don’t know can’t hurt you—but that’s rarely the case in real estate. With the complexity of these documents, you can easily overlook something or make a mistake. Unfortunately, these errors or oversights can end up costing you, your family, your business, and your bank account.
Learn more about why you may want to hire a Vero Beach attorney for your document prep.
Document Errors Our Attorneys Help You Address
A real estate document should accurately reflect the property, the parties, and the arrangement you intend to create. A missing term or inconsistent description can create uncertainty about your rights and responsibilities.
Our Vero Beach document preparation attorneys review potential issues such as:
- Incorrect names or ownership information: Documents should identify the appropriate individuals or entities and their roles.
- Inaccurate property descriptions: An address alone may not provide the legal description needed for a particular document.
- Missing or conflicting terms: Payment obligations, deadlines, and other responsibilities should agree across related documents.
- Questions about signing authority: A person signing for a trust, business, estate, or another individual needs appropriate authority.
- Incomplete signing provisions: Witness, notarization, and other execution requirements depend on the document involved.
Lulich & Attorneys reviews your documents in the context of your intended transaction. We identify information that needs clarification and recommend revisions that address your circumstances.
If you already have a draft, bring the complete document and any supporting agreements before signing. If you have already signed or recorded it, our attorneys can evaluate the available options. The appropriate correction depends on the document and the issue involved.
Who Needs Real Estate Document Preparation?
Anyone who works in the real estate industry, owns a home, has real estate property investments, or plans to buy or sell a home can benefit from having a document prep lawyer in their corner.
Ideally, we help people or companies in the beginning phase of a real estate transaction. Hopefully, you haven’t drafted, signed, or filed any paperwork yet, but if you have, it’s not too late to bring in a real estate attorney to handle your documents. In some cases, an attorney from our firm could work to amend flawed documents and have them signed and resubmitted.
You may want to consider hiring a document prep lawyer serving Vero Beach if you are a:
- Homebuyer
- Homeowner
- Landowner
- Commercial property owner
- Seller
- Investor (new or seasoned)
- Wholesaler
- Real estate agent
- Small business owner
- Corporation
- Non-profit or not-for-profit organization
- Church, synagogue, or another religious establishment
- Educational institution
What Can a Real Estate Document Prep Attorney at Lulich & Attorneys Do?
Our attorneys have experience in a wide array of real estate matters. We perform a variety of functions to serve our real estate clients. Some of our services include:
Drafting Documents
We create the documents you need to properly conduct business with other parties or file with the court. We tailor documents to meet your specifications and unique needs, and we always adhere to the requirements of state law to ensure they are legally valid and binding (where necessary).
Reviewing Documents
We thoroughly review the documents we prepare and those provided to you in your real estate transaction. We scrutinize both simple and complex documents for clarity and language. We also ensure they serve their intended purpose and include necessary stipulations, agreed-upon terms, and meet legal requirements. Additionally, we review forms to ensure that you have all important details properly filled out and that they contain accurate information.
Editing and Proofreading Documents
Once we have all the crucial content in the real estate document, we edit and proofread all of our contracts, forms, letters, and other documents for grammar, syntax, spelling, organization, flow, and clarity. Our lawyers understand that the little things can make a monumental difference when dealing with contracts.
For example, a simple typo can leave you with $45,000 instead of $450,000. An incorrect date can mean the expiration of a contract before its time. So, our attorneys carefully comb each document for anything amiss.
Amending Documents
If someone else already drafted your real estate documents and missed the mark or no longer meets your needs, our Vero Beach document prep lawyers can modify these documents accordingly. We could amend documents filed with the court or government agencies.
Filling out Forms
The document preparation attorneys at our law firm can also handle completing forms. This includes government-required forms at the local or state level, bank forms, and other forms required by parties in a real estate transaction.
Filing Documents With the Court
We handle the filing of legal documents with the court, ensuring they meet statutory deadlines in the state.
Submitting to Other Parties
Our job doesn’t end after we’ve drafted, reviewed, edited, proofread, or amended your paperwork. We can also deliver the files to the appropriate party via electronic communication, fax, or mail.
Types of Documents We Prepare at Our Vero Beach Law Firm
If you’re selling a property, buying a property, amending a deed, transferring a contract, or anything in between, Lulich & Attorneys can assist you.
Our law firm serving Vero Beach can prepare a range of real estate documents for your situation, including:
- Real estate purchase agreement
- Closing disclosure
- Seller’s affidavit
- Tax declarations
- Quitclaim deeds
- Warranty deeds
- Ladybird deeds
- Corrective deeds
- Enhanced life estate deeds
- Joint tenancy agreements
- Tenancy in Common agreements
- Lease agreements
- Power of attorney
- Release of liens
The above does not constitute an exhaustive list. Our Vero Beach document prep lawyers work with many real estate documents and documents for other areas of law. If you require anything you do not see listed here, a legal team member can provide more detailed information about the documents we handle.
How Our Attorney-Led Title Company Prepares Your Real Estate Documents
Drafting the right wording is only one part of completing a real estate transaction. The title needs to be clear, the correct parties need to sign with the proper formalities, and many documents need to be recorded. As an attorney-led title company, Lulich & Attorneys handles these steps and answers your questions before you move forward.
Researching the Chain of Title
Before you buy, you want confidence that the seller has the right to transfer the property. Our Vero Beach lawyers search the property's ownership history to confirm who holds title.
That search can also reveal possible claims from a seller's family members, heirs, or neighbors. An undisclosed owner or competing claim could put your ownership at risk later. If we find one, we explain your options before closing.
Searching for Liens and Judgments
Unpaid property taxes, contractor liens, and court judgments can attach to a property. These debts generally need to be paid or released before the title transfers. Otherwise, they may follow the property to the new owner.
We search for existing liens early so there is time to resolve them before your closing date.
Reviewing the Property Survey
A survey from a licensed surveyor shows the property's boundaries and any improvements on the land. It can reveal problems a title search may miss, such as a neighbor's shed or fence that crosses the property line. Many lenders require a survey, and buyers often benefit from one even when it is optional.
We review survey results alongside the title work and explain any issues that may affect your purchase.
Confirming Who Needs to Sign
We review each party's role and identify every signature the documents require. If someone signs under a power of attorney or on behalf of a business, trust, or estate, we review the documents that give them that authority.
Let us know early if a signer lives out of state or cannot attend in person. Florida permits remote online notarization in many situations, and we can discuss which arrangements fit your documents and transaction.
Meeting Witness and Notarization Requirements
Different documents have different signing requirements. Florida deeds, for example, generally require two witnesses in addition to a notary, and the witnesses' names and addresses typically need to appear on the document. Our real estate attorneys identify the requirements that apply and explain how to complete each document correctly.
We also check related documents for inconsistencies before signing. Names, legal descriptions, and transaction terms should match throughout the paperwork.
Closing the Sale
Our title company can handle your closing, also called the settlement. An attorney reviews your closing documents, finalizes the deed, and oversees the transfer of title. We also walk you through your obligations and explain what each document means.
Recording the Completed Documents
Recording a deed or other property instrument is different from filing documents in a court case. Where a document goes depends on its purpose.
In Indian River County, the Clerk of the Circuit Court records deeds, mortgages, and certain other documents affecting real estate in its Official Records. Not every agreement belongs in the public records. We determine the right next step and handle recording, filing, or delivery within the agreed scope of our representation. We also explain which completed documents you should keep.
Protecting Your Purchase With Title Insurance
As a title company, we issue title insurance for your purchase. Title insurance provides financial protection if a covered title problem surfaces after closing. For example, someone may come forward with a claim to the property that the title search did not reveal.
We issue two types of policies:
- Owner's policy: Protects your financial interest in the property against covered challenges to your title.
- Lender's policy: Also called a loan policy, it protects your lender up to the amount of the mortgage loan.
Contact Lulich & Attorneys with your draft documents, supporting records, and any approaching deadlines. We can identify what remains to prepare, sign, and record so your transaction moves forward smoothly.
Call Lulich & Attorneys for a Vero Beach Document Prep Lawyer Today
Lulich & Attorneys offers you a Vero Beach real estate lawyer, a title company, and the convenience of having it all in one place. Contact us today for a consultation to discuss your legal needs and how we can help you solve your problems: (772) 589-5500.
Professional document preparation can prove essential to ensuring your real estate transaction progresses quickly and smoothly. Additionally, if you need legal advice as you navigate your situation, you don’t have to settle for just getting document help. Whether you are a seller, buyer, or commercial property owner, we can work with you to meet all your real estate document needs.
Need a Lawyer?
Contact us to learn more. We can gladly answer your questions and explain the benefits of working with our team.
Schedule A Consultation*Lulich & Attorneys offers free initial consultations for qualifying matters. For all other legal needs, please contact our law firm to learn more about our attorneys’ competitive rates and to schedule an appointment to discuss your situation.