Valuable resources for
our valued policyholders.

Below are articles, presentations and other resources that we found to be insightful and think could be incredibly helpful for our current policyholders.
TOD Affidavits For Real Estate
Posted on April 1st, 2010

Ohio law changed effective December 28, 2009 regarding the transfer of real estate upon death. The procedure to be used now involves the preparation of an affidavit by the owner conveying the interest upon death, rather than a TOD deed. Existing TOD deeds recorded prior to that date are still effective. Sample affidavits can be […]

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Sample Client Non-Representation Letter
Posted on January 19th, 2010

This is a sample client non-representation letter that you may utilize within your practice or however you may deem necessary.

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Fee Agreement Letter
Posted on January 19th, 2010

This is a sample fee agreement letter that you may utilize within your practice or however you may deem necessary.

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