Checklist of Items Needed for a Successful Closing

Whether you are purchasing a home or selling a house, knowing what to expect and being prepared at the “closing” can help eliminate stress and result in a pleasant experience. 

Although the settlement process can vary from state-to-state, here are some common items that may be required from you at closing and can help your closing go as smoothly and quickly as possible:

» Closing Instructions

» Purchase Agreement

» Valid Photo Identification

» Amendments or Addenda

» All Closing Party Members

If Applicable:

» Buyer(s) Pre-Approval Letter

» Home Warranty Application

» Payoff Authorization to Release Information

» Association/Condominium Contact Information

» Copy of Earnest Money Deposit Check and Escrow Agreement

» Cashier’s Check, Treasurer’s Check, or Wire Transfer

» Power of Attorney (original needed at closing)

» Divorce Decree and Quit Claim Deed (original needed at closing, if not recorded)

» Court Order from Bankruptcy Court

» Corporation Documents: Board of Resolution, Certificate of Good Standing and Articles of Organization

» Death Certificate (original needed at closing)

» Prior Owner’s Title Policy

» Trust Agreement and Attorney Contact

» Letter of Authority for Probated Estate (original needed at closing, if not recorded)

» Limited Liability Company Documents: Operating Agreement and Articles of Organization

» Hazard Insurance Policy and Paid Receipt

We understand how important this transaction is to you, and we are committed to consistently providing a level of service that prepares you for this final step in your real estate transaction. Contact us at (985) 674-5044 with any questions or concerns you have regarding the closing process!