Real Estate Planning Tools & Checklists

01 / KNOW YOUR SCENARIO

What could you
walk away with?

A seller net-proceeds worksheet.
Your figures. A clearer picture.

Enter an estimate in every field. Use 0 only when a cost does not apply. Nothing is sent or saved when you use this worksheet.

Possible sale price ($)Your scenario, not a verified market value.Mortgage payoff ($)Use a payoff estimate, not just the statement balance.Other liens / HELOC payoff ($)Include all other amounts secured by the property.Agreed brokerage compensation ($)Enter the total dollars from your agreement. No standard fee is assumed.Settlement and other closing costs ($)Title, escrow, recording and other applicable charges.Transfer taxes / REET ($)Get an estimate from your settlement provider.Preparation and repairs ($)Include any work you expect to pay for.Buyer credits / concessions ($)Enter the amount assumed in this scenario.Moving and other costs ($)Include any additional costs you want to account for.

02 / KNOW WHAT COMES NEXT

One step.
Then the next.

Practical checklists for your move.
Check items as you work through them.

Your transaction may need additional steps. The signed agreement and advice from your professionals determine the actual deadlines and obligations.

03 / MAKE IT PERSONAL

A considered move
starts with clarity.

What could you
walk away with?

One step.
Then the next.

Your buying checklist

Buying strategy

Selling strategy

A fresh look at your listing

What could youwalk away with?

One step.Then the next.

Your buying checklist

Buying strategy

Selling strategy

A fresh look at your listing

What could you
walk away with?

One step.
Then the next.