Real estate support

Buying

Purchase file support

Agreement of purchase and sale organization, deposit tracking, first-time buyer refund checklist, closing-date preparation, and lawyer question lists.

Selling

Sale file support

Mortgage payout question list, ID and signature package prep, tax and adjustment reminders, and closing binder organization.

Refinance

Mortgage and title support

Lender package sorting, missing-document review, refinance timeline tracking, and handoff-ready file summaries for counsel review.

What LegalExpt handles on a real estate file

Explains the usual procedure and next steps in simple language.
Builds document checklists for purchase, sale, refinance, or title-transfer files.
Organizes agreements, amendments, ID records, deposit receipts, mortgage papers, and key dates.
Prepares question lists for the lawyer, lender, realtor, broker, or title-insurance provider.
Flags missing documents, unusual gaps, or timing problems before closing day.
Creates a clear summary so the file is easier to hand off to a licensed lawyer when legal judgment is needed.

What still goes to a lawyer or notary

Legal advice or interpretation of rights and obligations.
Negotiating or changing legal terms in the agreement.
Registering transfers, mortgages, or title documents.
Providing title opinions, legal opinions, or representation if the file turns contentious.
Signing off on lawyer-only closing tasks, trust-money handling, or final legal closings.

Who this page is best for

Use this page if you are a buyer, seller, owner refinancing, or someone dealing with a title transfer and you want the file cleaned up before the lawyer or notary step. It is also useful for people who are not sure what to gather before asking for a quote.

Real estate forms & resources

Use the LegalExpt worksheets first, then official Ontario forms where needed.

The internal pages below are designed for visitors. The official links point to Ontario government resources and form profiles so users can download the current version.

Real estate intake form

Intake page that collects matter type, closing date, municipality, support needs, and secure document uploads.

Open intake form

Printable closing checklist

Use this worksheet to track missing documents, dates, IDs, lender items, and closing-day questions.

Open checklist

Printable lawyer question sheet

Write down the facts, missing documents, money questions, and closing concerns before speaking with counsel.

Open question sheet

Ontario Central Forms Repository

Ontario’s Central Forms Repository says forms are available in HTML, PDF, and Word and recommends returning to the form profile for the latest version.

Open official forms site

Land Transfer Tax Affidavit

Ontario lists a Land Transfer Tax Affidavit form profile for applicable registrations outside the electronic land registry system.

Open form profile

First-time buyer refund affidavit

Ontario provides a separate affidavit form profile for manually claiming the land transfer tax refund for eligible first-time purchasers.

Open refund form profile

Land transfer tax calculator

Use Ontario’s land transfer tax guide and calculator page to estimate provincial tax on closing.

Open calculator guide

First-time homebuyer refund guide

Ontario’s refund page explains eligibility and the supporting documents needed for first-time buyer claims.

Open refund guide

Land registry and OnLand resources

Ontario’s land registry overview and OnLand request forms help users find current registry materials and request options.

Open land registry overview

Case review

Request a quote once the property details and file stage are clear.

Real-estate support is quoted case by case. File type, closing or transfer date, lender package, missing documents, urgency, and whether counsel handoff is needed all affect the scope.

Purchase and sale files

Quotes depend on the closing timeline, lender instructions, mortgage payout items, and how complete the file already is.

Refinance and transfer files

Quotes often change with document volume, identity package issues, lender conditions, and whether title-transfer steps are already underway.

Fastest route

Use the real-estate intake and upload the key documents you already have. That makes the quote faster and more accurate.

Open case-review page

Start a real estate matter

Let visitors send the real estate details without leaving the page.

This form collects the file type, property location, dates, contact details, and what support is needed. It gives buyers, sellers, refinancers, and title-transfer clients a direct next step right on the service page.

Best fit

Purchase • sale • refinance • title transfer • survivorship file support

Helpful details

Property address, closing date, lender or broker info, missing documents, and the questions you need sorted.

Prefer the standalone page?

Open the dedicated real-estate intake.

Full name Email address Phone number Matter type Property city / municipality Closing or signing date

Property address or brief identifier Tell us what is happening What support do you want most?

Dropbox large-file upload

Upload real estate documents in Dropbox

Use Dropbox for APS documents, commitment letters, title and closing papers, statements, and other larger real-estate file materials.

Open real estate upload

Use the same full name and email address as this intake form so the files can be matched to your request.

Upload the APS, mortgage commitment, title materials, lender letters, statements, and closing documents here.

I understand this is a support intake for general legal information and file organization only. It is not legal advice or closing authority.

Use this intake to organize the file. Use the Dropbox real-estate upload for the larger document set.