Job Description
Purchasing a primary residence in Colorado and want the property titled directly in the name of a revocable living trust at closing. We (as trustees/beneficiaries) will personally guarantee the mortgage and sign both individually and as trustees.
Looking for a Colorado-licensed estate planning attorney (or firm) with experience drafting trusts and coordinating trust-titled real estate purchases at closing with lenders and title companies.
Scope of Work
- Draft a revocable living trust (joint trust for a couple)
- Include explicit trustee powers to buy, sell, mortgage/encumber real property
- Ensure lender-friendly language for underwriting
- Provide a certificate of trust suitable for banks/lenders
- Prepare and record the deed vesting the property in the trust (Colorado)
- Coordinate with our lender and title company to ensure:
- Vesting language is approved
- Trustee signature blocks are correct
- Closing documents comply with trust requirements
- Optional but helpful:
- Pour-over wills
- Durable financial POA and healthcare POA
Requirements
- Must be licensed to practice law in Colorado
- Must have prior experience with trust-titled closings (property vested in a revocable living trust at closing)
- Comfortable coordinating with lenders and title companies
- Able to work primarily over email/Zoom
What to Include in Your Proposal
- Brief description of your experience with revocable living trusts and trust-vested real estate closings
- Examples (at a high level) of similar transactions you’ve handled (no confidential details)
- Your estimated fee structure (looking for flat fee only) and timeline
- Confirmation of Colorado bar admission
Please include your estimated total cost for:
- Trust + certificate of trust
- Deed preparation/recording
- Closing coordination
Apply Now
Apply Now