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