Free Real Estate Compliance Client Questionnaire

Maximize your estate planning efficiency with Template.net's Real Estate Compliance Client Questionnaire Template. Tailored for estate planners and legal professionals, this editable and customizable tool, enhanced by our Ai Editor Tool, streamlines client information gathering. Ensure comprehensive estate planning with precision and ease, making every consultation more productive. Available exclusively at Template.net.

Question	Details
Full Name
Contact Number
Email Address
Current Address

Question	Details
Property Address
Property Type
Year of Construction
Last Renovation Year (if any)

Question	Details
Have you received any compliance notices?	Yes No
If yes, please provide details

Question	Details
Is the property equipped with smoke detectors?	Yes No
Is the electrical wiring compliant with current safety standards?	Yes No
Have you conducted a radon gas test?	Yes No

Question	Details
Have you performed an asbestos inspection?	Yes No
Is there a current energy performance certificate?	Yes No
Have you conducted a lead paint inspection?	Yes No

Free Real Estate Compliance Client Questionnaire

Section 1: Personal Information

Section 2: Property Information

Section 3: Compliance Information

3.1 General Compliance

3.2 Safety Compliance

3.3 Environmental Compliance

Section 4: Additional Information

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