Sale intake · Kalsi Law

The property

Completion date

The date in the contract.

Street address of the property

City

Postal code

The property is

A strata lot: condo, townhouse, or similarA detached house, or bare landSomething else

Is anyone renting the property now?

A tenant in place affects possession and what notice the contract requires.

YesNoI am not sure

Has this been your principal residence?

It affects how the sale is reported for tax, which is a conversation with your accountant rather than with us, but it helps to know.

YesNoI am not sure

Who is selling

Everyone registered on title. The first seller is you, or the person we should deal with.

How many people are on title?

If the owner is a company or an estate, or there are more than three of you, pick three and say so in the notes at the end.

One sellerTwo sellersThree sellers

Seller 1

Fill in as many as apply and leave the rest blank.

First name

Full legal names, exactly as they appear on government identification. No initials.

Middle name

Last name

Phone

Email

Date of birth

Is this seller a resident of Canada for income tax purposes?

A tax question, not an immigration one. A non-resident seller needs a clearance certificate from the Canada Revenue Agency, and that takes long enough to plan around.

YesNoI am not sure

Seller 2

First name

Full legal names, exactly as they appear on government identification. No initials.

Middle name

Last name

Phone

Email

Date of birth

Is this seller a resident of Canada for income tax purposes?

A tax question, not an immigration one. A non-resident seller needs a clearance certificate from the Canada Revenue Agency, and that takes long enough to plan around.

YesNoI am not sure

Seller 3

First name

Full legal names, exactly as they appear on government identification. No initials.

Middle name

Last name

Phone

Email

Date of birth

Is this seller a resident of Canada for income tax purposes?

A tax question, not an immigration one. A non-resident seller needs a clearance certificate from the Canada Revenue Agency, and that takes long enough to plan around.

YesNoI am not sure

What is registered against the title

Every mortgage, line of credit or other charge on the title has to be paid out and discharged before the buyer takes it. We request a payout statement from each lender, and the earlier we know who they are the better.

Is there a mortgage or line of credit on the property?

YesNoI am not sure

Only if it applies to you.

Lender

Only if it applies to you.

Branch, if you know it

Only if it applies to you.

Mortgage or loan reference number

On your mortgage statement. It is what the lender needs to issue a payout statement.

Only if it applies to you.

Approximate balance outstanding

A round figure is fine.

Anything else registered against the title

A second mortgage, a secured line of credit you may not have drawn on, a lien, or anything a previous lender never discharged. Give the lender and reference number where you have them. Leave it blank if there is nothing you know of.

Answer this section if the property is a strata lot.

The strata corporation

The strata corporation has to confirm your account is clear before the sale can complete, so we need to know who manages it.

Strata management company

Their phone

Their email

Your realtor

Are you selling through a realtor?

YesNo

Only if it applies to you.

Realtor

Only if it applies to you.

Brokerage

Only if it applies to you.

Their phone

Only if it applies to you.

Their email

Ask your realtor's office to send us the full contract of purchase and sale with every addendum. If you are selling privately, send it yourself once the file is open; we will tell you how.

The buyer's lawyer or notary, if you know it

After completion

Where to send correspondence once you have moved. Where your sale proceeds go is confirmed with you directly, by phone or in person, and never by email or through this form. If you ever receive an email that appears to change banking details on a sale, phone us on a number you already have.

Forwarding Street address

Forwarding City

Forwarding Province

Forwarding Postal code

Reaching you

How you would rather be contacted, who to thank for sending you, and anything the questions above did not cover.

How would you rather be contacted?

PhoneEmailEither

Only if it applies to you.

Who should we thank?

Optional, and the only reason we ask is so we can.

Anything else we should know

Anything a lawyer opening this file would want to know today. A deadline, a complication, something that worries you.

Before you send it

I confirm that what I have entered is accurate as far as I know, and I understand that the firm will use it to open my file, run the conflict and identification checks the Law Society requires, and contact me to proceed. Submitting this does not by itself create a solicitor-client relationship, and nothing here is legal advice.