How will proceeds be held?
Ask how accounts are titled, whether client funds are segregated, which institution holds them, and what documentation you receive. Understand the arrangement before the sale closes.
Who authorizes a disbursement?
Ask who approves the release of exchange funds and how instructions are verified. Confirm how the intermediary communicates with you and the closing team.
Who coordinates the exchange?
Identify the person who will manage your documentation and deadlines. Discuss how you can reach that person and what information the team needs before closing.
What does the service include?
Review fees, documentation, account arrangements, and the support available for your exchange type. Bring your attorney and tax advisor into the discussion when reviewing the structure.
