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Attorney Checklist for Real Estate

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Planning and Zoning Resource Corporation

Survey Checklist for Commercial Real Estate Transactions. Learn more about Zoning Due Diligence Documents and ALTA/ASCM survey standards.

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SURVEY CHECKLIST Date: _________ Reviewed By: ___________Site No. ______________ Site Name: ________________________City: _______________State: ______ Correct Certificate Language Correct parties certified to Correct Title Company, Commitment No., and Effective date in certificate Flood Zone information in certificate Access noted (direct or indirect) in certificate Parking count noted (including handicap) in certificate Legal Description on survey matches title commitment description Distances and bearings around property match the legal description or plat Show point of beginning (POB) & point of commencement (POC) (if applicable) Book & Page of Recording of Plat. (If recorded) Basis of Bearings shown on survey All easements are shown on survey and noted as listed in the title commitment. [i.e. Telephone Easement recorded in Book 56, page 53 affects subject property and is shown hereon; or does not affect; or is a blanket type easement and can not be plotted] Indicate zoning of the property Legend of all symbols and abbreviations used. Vicinity map showing the subject property Square footage and type of all buildings Building height in feet of all buildings North Arrow, Scale & Graphic Scale Site I.D.# or Site Name, Address, City, State Check legal description for Closure 1: ______ Land area of subject property Page 1 of 2
Curves on survey should show all curve data Check commitment for Appurtenant Easements Check survey for needed Appurtenant Easements Plot easements from Recorded Plat with note for recording information Zoning setbacks (and plotted) Area Restrictions Maximum Bldg Height Check drawing for utilities or evidence of: Sanitary Sewer Water Gas Electric Storm Sewer Off-Site utility serving property without easement Utility leaving subject property crossing adjoining property Monuments at all major corners of subject property (If required) Indication of access to a public way such as curb cuts, driveways marked. (Access arrows) Identify all Billboard Type signs, and label what they say (whos is it?) Distance to nearest intersecting street Different flood zones delineated on survey (if applicable) Distance of major improvements to property line(s) Dimension and/or label encroachments or near encroachments (clear) Shown adjoining easements, if known Show adjoiners of non-platted lands Show all interior lot lines and adjoining lot lines Label Edge of Roadway and paving returns Clearly label R/W Lines, Public R/W and show Width Page 2 of 2

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Attorney Checklist for Real Estate

  • 1. SURVEY CHECKLIST Date: _________ Reviewed By: ___________Site No. ______________ Site Name: ________________________City: _______________State: ______ Correct Certificate Language Correct parties certified to Correct Title Company, Commitment No., and Effective date in certificate Flood Zone information in certificate Access noted (direct or indirect) in certificate Parking count noted (including handicap) in certificate Legal Description on survey matches title commitment description Distances and bearings around property match the legal description or plat Show point of beginning (POB) & point of commencement (POC) (if applicable) Book & Page of Recording of Plat. (If recorded) Basis of Bearings shown on survey All easements are shown on survey and noted as listed in the title commitment. [i.e. Telephone Easement recorded in Book 56, page 53 affects subject property and is shown hereon; or does not affect; or is a blanket type easement and can not be plotted] Indicate zoning of the property Legend of all symbols and abbreviations used. Vicinity map showing the subject property Square footage and type of all buildings Building height in feet of all buildings North Arrow, Scale & Graphic Scale Site I.D.# or Site Name, Address, City, State Check legal description for Closure 1: ______ Land area of subject property Page 1 of 2
  • 2. Curves on survey should show all curve data Check commitment for Appurtenant Easements Check survey for needed Appurtenant Easements Plot easements from Recorded Plat with note for recording information Zoning setbacks (and plotted) Area Restrictions Maximum Bldg Height Check drawing for utilities or evidence of: Sanitary Sewer Water Gas Electric Storm Sewer Off-Site utility serving property without easement Utility leaving subject property crossing adjoining property Monuments at all major corners of subject property (If required) Indication of access to a public way such as curb cuts, driveways marked. (Access arrows) Identify all Billboard Type signs, and label what they say (whos is it?) Distance to nearest intersecting street Different flood zones delineated on survey (if applicable) Distance of major improvements to property line(s) Dimension and/or label encroachments or near encroachments (clear) Shown adjoining easements, if known Show adjoiners of non-platted lands Show all interior lot lines and adjoining lot lines Label Edge of Roadway and paving returns Clearly label R/W Lines, Public R/W and show Width Page 2 of 2