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info@lutz.nb.ca
506-832-1500
About Us
ALL AREAS OF LAW
Civil Litigation
Corporate & Commercial
Criminal
Family
Legal Aid
Litigation
Mediation
Personal Injury
Property & Real Estate
Wills & Estates
Forms
Client Intake
Property Intake form
Who we are
Careers
Events – Coming Soon
People
Locations
Contact Us
Meet with us
Property Intake Form
CLIENT INFORMATION
Name
First
Last
Maiden name, if applicable
Email
Birth Certificate (Required)
(Required)
Upload photo or scan
Max. file size: 128 MB.
Driver's Licence or Passport
(Required)
Upload photo or scan
Max. file size: 128 MB.
Will client be in NB to sign documents?
(Required)
Yes
No
Canadian Resident?
(Required)
Yes
No
Married?
(Required)
Yes
No
Name of spouse
(Required if married or separated and not yet divorced)
First
Last
Add another client?
Yes
CLIENT 2
Name
First
Last
Maiden name, if applicable
Birth Certificate (Required)
(Required)
Upload photo or scan
Max. file size: 128 MB.
Driver's Licence or Passport
(Required)
Upload photo or scan
Max. file size: 128 MB.
Will client be in NB to sign documents?
(Required)
Yes
No
Canadian Resident?
(Required)
Yes
No
Married?
(Required)
Yes
No
Name of spouse
(Required if married or separated and not yet divorced)
First
Last
PROPERTY INFORMATION
Property Address
PID
PAN
Land Titles (LT)?
LT
Not LOT
Property Type
Residential
Vacant
Commercial
Water Supply
Municipal
Well
None
Sewage Disposal
Municipal
Septic
None
Heating System
Oil/Propane
Electric
Heat Pump
Other
None
Name of Oil/Propane Provider
Name of Heat Pump Provider (if leased/rented)
If selling, has oil/propane delivery been scheduled?
Yes
No
Date of Oil/Propane Delivery
Year
Month
Day
TRANSACTION DETAILS
Purchase / Sale Price
(Required)
Closing Date
Year
Month
Day
Name of Realtor, if applicable
Is there a mortgage to be paid out? (selling only)
Yes
No
Name of Bank
Financing (purchasing only)
Mortgage
Cash
Name of Bank
Client is acting as:
Power of Attorney
Executor
Administrator
Grantor / Testator Name
CLOSING FUNDS & BANKING
Closing funds to be deposited into account?
Yes
No
Closing funds to be wired?
If yes, there may be additional wire / exchange fees.
Yes
No
Bank Name
Bank Address
Account Number
Account owner proof
Proof account is in your name
Client address validated
Client address that agrees with address on bank account
Address
Client address validated
Client address that agrees with address on bank account
Wire instruction from bank include transit number and account holder's name and address.
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