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We Deliver Peace of Mind
We consult with your tax advisor to assure your transaction is properly structured to qualify for tax deferred status.
We prepare the legal documents necessary to facilitate your transaction, including: the exchange agreement, the assignment, the exchange contract addendum, the exchange account closing summary and the identification notice.
We execute closing documents and where necessary review and execute financing documents.
We act as the principal, by way of an assignment, in your purchase and sale transactions.
We hold your exchange proceeds so that you do not have actual or constructive receipt of the funds.
We coordinate with your real estate agent, tax advisor and/or attorney, escrow/closing officer and lender to ensure the smooth and accurate processing of your exchange transaction.
Always consult with your tax advisors. They are essential to a successful tax deferred exchange. Your tax professional will establish values, allocate sales and purchase price, and recommend the appropriate structure of your transaction.
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Call our National Headquarters at (800) 738-1031. Copyright © 1998- Old Republic Exchange Company. All Rights Reserved.
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