Attorney-Managed Private Sale Transaction Package

$8,250.00

A flat-fee, full-service, attorney-managed solution for private California real estate transactions.

This service is designed for buyers and sellers who already have a deal and want the transaction handled professionally, efficiently, and with a predictable flat fee.

We manage the legal and transactional process from deal setup through closing. This includes structuring the transaction, preparing and customizing the purchase agreement and all required disclosures, providing written advisories and practical guidance throughout the process, preparing permit history and related property research reports, preparing a comparative market analysis tailored to the specific property, coordinating inspections and contingency timelines, opening and working directly with escrow and title, managing signatures and document flow, preparing amendments, notices, and instructions when necessary or advisable within scope, responding to routine escrow and title requirements, reviewing closing documents, and guiding the parties through each stage of the transaction with attorney oversight to ensure the deal closes correctly and on time.

You get a professionally run transaction, clear legal guidance, exclusive representation (no dual agency) and transparent pricing. No hourly billing. NO commissions. Just a streamlined, attorney-led process focused on getting your deal closed correctly.

This service is ideal for private transactions where the business terms are already agreed and the parties want a clean, compliant, and well-managed escrow process.

A flat-fee, full-service, attorney-managed solution for private California real estate transactions.

This service is designed for buyers and sellers who already have a deal and want the transaction handled professionally, efficiently, and with a predictable flat fee.

We manage the legal and transactional process from deal setup through closing. This includes structuring the transaction, preparing and customizing the purchase agreement and all required disclosures, providing written advisories and practical guidance throughout the process, preparing permit history and related property research reports, preparing a comparative market analysis tailored to the specific property, coordinating inspections and contingency timelines, opening and working directly with escrow and title, managing signatures and document flow, preparing amendments, notices, and instructions when necessary or advisable within scope, responding to routine escrow and title requirements, reviewing closing documents, and guiding the parties through each stage of the transaction with attorney oversight to ensure the deal closes correctly and on time.

You get a professionally run transaction, clear legal guidance, exclusive representation (no dual agency) and transparent pricing. No hourly billing. NO commissions. Just a streamlined, attorney-led process focused on getting your deal closed correctly.

This service is ideal for private transactions where the business terms are already agreed and the parties want a clean, compliant, and well-managed escrow process.

What This Service Includes

Our flat-fee service provides end-to-end legal and transaction management for your private sale. We begin with a guided intake and deal setup, review the agreed business terms, and identify key legal and practical issues before documents are prepared. We structure the transaction and manage it from start through closing.

We prepare and customize the purchase agreement and required disclosures using industry standard California real estate forms, prepare written advisories and provide practical guidance throughout the process, prepare permit history and related property research reports, and prepare a comparative market analysis tailored to the specific property. All transaction documents are reviewed by an attorney before they are released for signature.

We open escrow and coordinate directly with escrow and title throughout the transaction. We manage signature workflows, track contingencies, deadlines, and closing milestones, coordinate inspections and contingency timelines, and prepare amendments, notices, and instructions when necessary or advisable within scope. We respond to routine escrow and title requests and keep the transaction moving toward closing.

As the transaction approaches closing, we review closing documents and settlement statements, coordinate with escrow through closing, and deliver final executed documents after the transaction is complete.

Throughout the process, the transaction is handled with ongoing attorney oversight. We provide legal supervision, issue spotting, and practical legal guidance on transaction structure, documents, and process, and we address non-routine legal issues if and when they arise.

Optional Add-On Services

Optional add-on services are available for transactions involving seller financing or a seller leaseback. These add-ons cover the structuring and documentation of seller carryback financing, or the drafting and integration of a seller leaseback agreement coordinated with closing.

What This Service Does Not Include

This package does not include litigation, dispute resolution, tax advice, complex title defect resolution, zoning or land use analysis, business entity structuring, or adversarial negotiation. Work outside the defined scope may require a separate engagement, an upgrade in service level, or separate billing by agreement.

How It Works

After purchase, you will complete a guided intake through our secure system. We will open your file, gather the necessary information, prepare and review your documents, coordinate with escrow and title, manage the transaction timeline, and guide the transaction through closing with attorney supervision at every step.