Property Due Diligence and Risk Snapshot Package

$1,350.00

This flat-fee service is designed for buyers, sellers, and investors who want a fast, organized snapshot of a California property before spending more time or money on a transaction.

We gather commonly requested property records and reports and compile them into a single, organized PDF packet. The packet includes a consolidated set of available records and a written summary highlighting notable findings, general market context, and potential follow-up items.

The goal of this package is to save time, surface obvious issues early, and provide a clear, easy-to-review starting point for further decision-making. This service is not a substitute for inspections, appraisals, or technical studies, and it is not a full legal due diligence review.

Depending on availability and property type, the packet may include permit history, parcel and assessor information, flood map context, MLS listing history where available, a property-specific comparative market analysis, and general advisories and market condition commentary, all delivered in one combined report.

What This Service Includes

This flat-fee service includes compilation of a set of commonly requested property records and reports and delivery of those materials in a single, organized PDF packet. The packet may include, depending on availability and property type, a permit history report, assessor and parcel information, flood map context, MLS listing history where available, and a property-specific comparative market analysis, along with general advisories and market condition commentary.

The packet also includes a written summary highlighting notable items and potential follow-up points.

This service is designed to provide a clear, high-level snapshot of readily available information in a convenient, consolidated format.

How It Works

After you engage us, you will provide the property address and complete a brief intake. We will gather the available records and reports, compile them into a single PDF packet, and generate a written summary and advisories. An attorney reviews and approves the final packet. Once complete, the combined report is delivered to you electronically.

What This Service Does Not Include

This service does not include physical inspections, surveys, engineering or environmental review, appraisals, zoning or entitlement analysis, title curative work, negotiation, or transaction management. It also does not include bespoke legal analysis, legal opinions, or drafting of transaction documents. This is a compilation and summary of readily available information only. If deeper analysis, document drafting, or transaction support is needed, that would require a separate engagement.