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Client Intake - Real Estate Purchase

    If there are more than two purchasers, please check "Two", fill in the form, and fill in the information requested below for additional purchasers under the heading "More Than Two Clients."
    A matrimonial home means every property in which either spouse (legally married, not at common law) has an interest and which is "ordinarily occupied by the person and his or her spouse as their family residence.” Thus, more than one home can qualify as a matrimonial home. For example, if legally married spouses have a cottage that they also use regularly as a family, the cottage will be a second matrimonial home.
    “Family member” means: a) your spouse, b) your child or step-child or your spouse's child or step-child, c) your parent or or your spouse's parent or step-parent, d) your grandparent or step-grandparent or your spouse's grandparent or step-grandparent, e) your sibling or step-sibling or your spouse's sibling or step-sibling, or any spouse of any such sibling or step-sibling, f) the spouse of your child, or g) your grandchild, step-grandchild or great-grandchild, your spouse's grandchild, step-grandchild or great-grandchild or the spouse of any such grandchild, step-grandchild or great-grandchild. "Spouse" wherever used herein, refers to a legally married spouse.
    Generally, if title is held in equal parts by parties as joint tenants, upon the death of one of the parties, title will transfer to the the other party on title (if there are more than two joint tenants, title transfers to the surviving parties in equal shares); whereas, if title is held as tenants in common, whether in equal parts or not, upon the death of one of the parties, title will not transfer to the other party on title, but in accordance with estate law as applicable to the deceased party (i.e. in accordance with the deceased party's will). In most cases, both parties to a matrimonial home will choose to hold as joint tenants.
  • If you applied for a mortgage, title must be in the same names as shown in the mortgage application.
  • Drop files here or
    Max. file size: 2 MB.
      You will need to to provide us with your articles of incorporation.
      Click yes if you are acting for the purchaser as an agent, trustee, attorney under a power of attorney, guardian, or in any other situation in you will be representing the purchaser of the property.
    • The remainder of this form should be filled in by the agent, trustee, attorney, guardian or other third party acting for the purchaser.
      If you are selling a property as well as purchasing one, please fill in the form, "Client Intake - Real Estate Purchase".
    • Drop files here or
      Max. file size: 2 MB.
        Please provide two (2) pieces of identification for each party, front and back, with one (or both) of those pieces of identification being a driver's license and/or a passport. If providing only one of a passport or a driver's license, the other piece of identification need not be a picture id, and cannot be a health card. Please bring the same identification when we meet for verification.
      • Client 1 - Tell Us About You

      • If you applied for a mortgage, title must be in the same names as shown in the mortgage application.
      • If you are married, please fill in the complete name of your spouse, and specify if you are legally married or married at common law. If you are not married, please state "N/A".
        Everybody who buys land or an interest in land in Ontario must pay land transfer tax. First-time homebuyers of an eligible home may be eligible for a refund of all or part of the tax. The term "first time home buyer" means a first time home buyer anywhere in the world, AND you plan to reside in the property within nine months of closing.
      • YYYY slash MM slash DD
      • If you do not have a cell phone, please write down the number where we can reach you.
      • Client 2 - Tell Us About You

      • If you applied for a mortgage, title must be in the same names as shown in the mortgage application.
      • If you are married, please fill in the complete name of your spouse, and specify if you are legally married or married at common law. If you are not married, please state "n/a".
        Everybody who buys land or an interest in land in Ontario must pay land transfer tax. First-time homebuyers of an eligible home may be eligible for a refund of all or part of the tax. The term "first time home buyer" means a first time home buyer anywhere in the world, AND you plan to reside in the property within nine months of closing.
      • YYYY slash MM slash DD
      • If you do not have a cell phone, please write down the number where we can reach you.
      • Tell Us About You

      • YYYY slash MM slash DD
      • If you do not have a cell phone, please write down the number where we can reach you.
      • More Than Two Clients

      • Please add all any further information you may think relevant, including the percentages in which party will hold title.
      • Tell Us About the Property

      • Drop files here or
        Max. file size: 2 MB.
          Please inform your realtor that we will be handling this matter, and provide the Agreement of Purchase and Sale, together with any amendments thereto, if available.
        • MM slash DD slash YYYY
          Mixed property types refer to land that includes any combination of a single family residence or agricultural land, and any other type of land (i.e. commercial). Note: agricultural land containing a residence is considered to be exclusively agricultural land.
          Will all or any part of the property be rented?
        • If you are purchasing a condominium or vacant land, please type in "N/A"
          While this is a discretionary cost, it is strongly recommended that you take title insurance. If you are financing the property through a mortgage, your mortgagee will almost surely require a lender's policy be in place. The cost of an owner's policy on top of the lender's policy is marginal (approximately $150-$200). In fact, when compared to the value of the property, the cost of an owner's policy on its own is marginal (approximately $150 - $500, depending on the value and circumstances of the property). Generally, title insurance could protect you, the owner, for as long as you own the property, from such things as unknown defects in title, liens against the property, title fraud, errors in surveys and public records, encroachment and other title related issues.
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        • General Intake
        • Incorporation Intake Form
        • Real Estate Mortgage/Refinance
        • Real Estate Purchase
        • Real Estate Sale

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