LETTER 21

Real Estate Recording Requirements Request
PURPOSE / WHEN TO USE
Use to request administrative recording requirements from the appropriate recorder or recording resource after the intended deed action has been established.
SUBJECT
Recording Requirements - [Property / Document Type]
EDITABLE TEMPLATE
To Whom It May Concern:
I am writing regarding [ACCOUNT / ASSET / POLICY], ending in [LAST FOUR], held or administered by [INSTITUTION]. I am working through an estate-plan implementation review and am requesting administrative information about your current process.
Please provide the current administrative recording requirements for [DOCUMENT TYPE] affecting property identified as [PROPERTY / PARCEL / RECORDING REFERENCE], including fees, formatting, cover-sheet, transfer-affidavit, return-address, submission, and copy requirements. No determination of the appropriate deed or legal effect is requested.
Thank you for your assistance.
Sincerely,
[CLIENT / AUTHORIZED REQUESTOR NAME]
[MAILING ADDRESS]
[PHONE]
[SECURE EMAIL, IF APPROPRIATE]
Attachments: [LIST OR NONE]
BOUNDARY / FILE NOTE
Administrative correspondence only. Do not use this template to make or imply a legal, tax, insurance, investment, or financial recommendation. Save the personalized working copy and retain an exact copy of what was submitted.