Instructing a Lawyer

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Instructing a Lawyer

To minimise delays, you should instruct a lawyer as soon as possible in the process.

The process of instructing a lawyer will include providing:

  1. An instruction form
  2. ID documents – photographic ID and a proof of address
  3. The source of funds for the transaction
  4. Details of any Landlords or Managing Agents if the property is leasehold
  5. Any documents relating to works undertaken – such as planning and building control documents
  6. Funds on account to cover disbursements

It is important to collate all the information as efficiently as possible.

When dealing with initial instructions, it is important to collate all the information as efficiently as possible, ideally prior to the transaction being agreed. A sale or purchase can then proceed to the next stage sooner and more smoothly. On a sale transaction, this will also give your lawyer a chance to review the title documentation early on and to resolve any issues before they cause unnecessary delays.

It is also important at this point to complete the Protocol Forms. These are comprehensive documents required throughout the conveyancing process and, if completed at the earliest opportunity, will ease progression to the next stage of the transaction.


When do I pay my lawyer?

You will usually be asked to provide an initial payment on account to cover the cost of the disbursements incurred throughout your transaction, with the legal fees payable on completion.


Protocol Forms

The Law Society Property Information (TA6), Leasehold Information (TA7) and Fittings and Contents (TA10) forms.