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Lawyers Equity Exchange
1031 Exchange Start Form

FORM INDEX

  1. Exchangor's Personal Information
  2. Address of Each Property Being Sold (Old Property)
  3. Real Estate Agent Information
  4. Contract Information
  5. Escrow Company where your transaction is being/will be handled
  6. Accountant or Tax Advisor Information
  7. Other Exchange Information
  8. When available, transmit to LEX the following documents
  9. Replacement Property Information

1. Exchangor's Personal Information

Exchangor's Name(s)

1.
2.

Address

City

State

Zip

Social Security No(s)

Exchangor 1.
Exchangor 2.

Exchangor's Phone

Cell Phone:

Exchangor's Fax

Contact Email Address

*required

2. Address of Each Property Being Sold (Old Property)

Property 1 Address

Property 1 City

Property 1 State

Property 2 Address

Property 2 City

Property 2 State

Additional Property


3. Real Estate Agent Information

Name

Phone

Fax:

Agent's Email


4. Contract Information

Selling Price of Old Property 1

$

Contract Date for Property 1

Name(s) of Old Property 1 Buyer

Name 1.
Name 2.

Projected Closing Date for
Old Property 1:

 
 

Selling Price of Old Property 2

$

Contract Date for Property 2

Name(s) of Old Property 2 Buyer

Name 1.
Name 2.

Projected Closing Date for
Old Property 2:


5. Escrow or Closing Agency where your transaction is being/will be handled

Name

Address

City

State

Zip

Phone

Fax:

Escrow Email

Escrow Officer Assigned

Escrow Number



6. Accountant or Tax Advisor Information

Name

Address

City

State

Zip

Phone
Fax:

Accountant's Email



7. Other Exchange Information
a. Will you be transferring or receiving substantial personal property in the exchange?
  YES          NO  
If YES, what value has been set for such property?
Value Transferred:  $
      Value Received:  $
b. Are you giving or receiving any promissory notes, cash or non-like-kind property in this transaction?
  YES        NO  
  If so, describe:

8. When available, transmit to LEX the following documents
  1. A copy of the Sales Contract for each Old Property
  2. A copy of the Preliminary Report on each Old Property (prepared by Title Company)
    (Omit Boilerplate Sections)

END OF INITIAL INFORMATION SECTION

TRANSMIT TO LEX TO BEGIN EXCHANGE PROCEDURE

- NEXT SECTION FOR REPLACEMENT PROPERTY -


When Replacement Propert(ies) have been identified provide:

9. Replacement Property Information

Property 1 Address

Property 1 City

Property 1 State

Purchase Price of Property 1:

$   Contract Date Projected Closing Date:
 

Property 2 Address

Property 2 City

Property 2 State

Purchase Price of Property 2:

$   Contract Date Projected Closing Date:
Name(s) of Replacement Property Seller

Property 1

Name 1.
Name 2.

Property 2

Name 1.
Name 2.

Comments

Escrow or Closing Agency Handling Replacement Property Transaction

Name

Address

City

State

Zip

Phone

Fax:

Escrow Officer

Escrow Email

Escrow Number

Sales Contract and Preliminary Report for Replacement Property

When Available Transmit:

  • Copies of the Sales Contract and Preliminary Report for each Replacement Property
    (Omit Boilerplate Sections)

END OF FORM


 

Please review all answers and click submit
^ TOP OF FORM ^

Lawyers Equity Exchange
PO Box 14159
San Francisco, CA 94114
Phone: (415) 701-1234 Fax: (415) 701-1236
Toll Free: (888) 210-1234
Email:
lawyers@lex1031.com


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