A “Sample Letter To Attorney Enclosing Checks From A Closing” is a formal way to send funds to a lawyer after a real estate deal. This usually happens after a property sale or purchase. The letter confirms that you’re sending the money. It also explains what the checks are for.
Need to write this type of letter? Don’t worry. We’ve got you covered.
This article provides templates and examples. Use them to easily create your own letter. Make the process simple and stress-free.
Sample Letter To Attorney Enclosing Checks From A Closing
Sample Letter To Attorney Enclosing Checks From A Closing
[Your Name/Company Name]
[Your Address]
[Your City, State, Zip Code]
[Your Email]
[Your Phone Number]
[Date]
[Attorney’s Name]
[Law Firm Name]
[Law Firm Address]
[Law Firm City, State, Zip Code]
Subject: Closing Disbursement – [Property Address or Case Name]
Dear [Attorney’s Name],
Please find enclosed the following checks related to the closing of [Property Address or Case Name]:
* Check # [Check Number] for $[Amount] – [Payee Name/Purpose – e.g., Seller’s Proceeds]
* Check # [Check Number] for $[Amount] – [Payee Name/Purpose – e.g., Recording Fees]
* Check # [Check Number] for $[Amount] – [Payee Name/Purpose – e.g., Commission to Broker]
These checks represent the final disbursement of funds for this transaction.
We have also included a copy of the final settlement statement for your records.
Please let us know if you have any questions or require any further information.
Thank you for your assistance with this matter.
Sincerely,
[Your Name/Title]
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How to Write Letter To Attorney Enclosing Checks From A Closing
Subject Line: Conciseness and Clarity
- Start with a subject line that is both succinct and transparent. Avoid ambiguity.
- Example: “RE: Closing Funds for [Client Name], [Property Address]”
- This ensures prompt and accurate processing of the enclosed funds.
Salutation: Formalities Matter
- Address the attorney with appropriate deference.
- Use “Dear Mr./Ms./Mx. [Attorney’s Last Name],”
- Avoid casual greetings; maintain a professional tone from the outset.
Body: The Disbursement Narrative
- Clearly state the purpose of the letter in the opening sentence.
- Example: “Please find enclosed checks representing the proceeds from the closing of the above-referenced property.”
- Itemize each check included, specifying payee, amount, and purpose.
- For instance:
- Check #1234, Payable to [Mortgage Company], Amount: $[Amount], Purpose: Mortgage Payoff
- Check #5678, Payable to [Client Name], Amount: $[Amount], Purpose: Net Proceeds to Client
- Provide any additional context, such as wire transfer instructions if applicable.
Accounting Statement: Meticulous Record-Keeping
- Include a concise accounting statement summarizing all debits and credits.
- This should reconcile the gross proceeds with all disbursements.
- Ensure all figures are accurate to obviate discrepancies and instill confidence.
Escrow Instructions: Adherence to Protocol
- Reiterate any specific escrow instructions that require attention.
- Example: “Please ensure that the check payable to [Title Company] is used to exonerate the existing lien on the property.”
- This ensures all parties involved are aligned and compliant.
Enclosures: Verify and Validate
- Explicitly state what is enclosed.
- Example: “Enclosures: Check #1234, Check #5678, Accounting Statement”
- This reinforces accountability and aids in verification upon receipt.
Closing: Cordial Finality
- End with a professional and courteous closing.
- Use “Sincerely,” or “Respectfully,” followed by your name and title.
- Offer contact information for any queries or clarifications.
- Example: “Please do not hesitate to contact me if you require further information.”
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Frequently Asked Questions: Sample Letter Enclosing Closing Checks
This section addresses common inquiries regarding the proper procedure for submitting a sample letter to an attorney that encloses checks from a closing.
Understanding this process is crucial for maintaining transparency and ensuring a smooth transaction.
What information should be included in the transmittal letter?
The letter should include the date, the attorney’s name and address, a clear reference to the closing (e.g., property address or case number), a detailed list of the enclosed checks (including payee, amount, and purpose), and your contact information.
How should the checks be secured within the envelope?
Checks should be securely attached to the letter or placed in a separate sealed envelope clearly labeled with the closing details. This prevents loss or misplacement during transit.
What is the best method for sending the letter and checks?
Certified mail with a return receipt requested is recommended. This provides proof of mailing and confirmation of receipt, ensuring accountability.
What should I do if I need to send multiple checks for different purposes?
Clearly itemize each check’s purpose in the letter. If numerous, consider creating a table or spreadsheet within the letter for clarity.
How long should I keep a copy of the letter and check details?
Retain a copy of the letter and all check details for your records. Consult with legal counsel or a financial advisor regarding appropriate document retention policies, but at least seven years is generally advisable.