Lawyers Equity Exchange 1031 Exchange Start Form
Fill out as much information as available.

Items 1 – 8 pertain to initiating the exchange
Submit Item 9 when replacement property info is known
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FORM INDEX

  1. Exchanger’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. Exchanger’s Personal Information

Exchanger’s Name(s)

Exchanger 1.

Exchanger 2.

Address

City

State

Zip

Tax ID / Social Security No(s)

Exchanger 1.

Exchanger 2.

Exchanger’s Phone

Cell Phone

(main)

(cell or other)

Exchanger’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)

 

END OF INITIAL INFORMATION SECTION

SUBMIT TO LEX TO BEGIN EXCHANGE PROCEDURE
(scroll to submit button)

– NEXT SECTION FOR REPLACEMENT PROPERTY –

 

If submitting this section separately provide contact info

Exchanger’s Name(s)

Exchanger 1:

Exchanger 2:

Contact Email Address:
9. Replacement Property Information

Property 1 Address

Property 1 City

Property 1 State

Purchase Price of Property 1:

Price:

Contract Date:

Projected Closing Date:

Property 2 Address

Property 2 City

Property 2 State

Purchase Price of Property 2:

Price:

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

END OF FORM


Please review all answers before submitting.

^ TOP OF FORM ^