Letting Clients Handle Paperwork Planning Process
When I first started out, I would offer clients the option of me billing my time to handle the paperwork flow through planning to recording or them handling it their self. If they wanted to do it for their self, I had a short step by step process I would print out and include when they got their paperwork. For reference planning in my home county is pretty straightforward and almost never any issue.
Once I found that some people were intentionally not following the process, I stopped making it optional and just take everything through the process and charge for it.
I used to also provide a metes and bounds description because so many local attorneys and banks could not seem to fathom a referent description. It was just easier to give the metes and bounds than trying to get them on board with the simplified process.
I ended up stopping that as well because it was just such a waste of time.
A few days ago, I had a call from a realtor all in a bustle because she’s trying to close and the current attorney can’t finalize the title paperwork until they record my subdivision plat from 12 years ago on a lot split where neighbors were splitting a lot between them. Turns out it was one I left with the client to walk through planning. One year after I did the work, the state standards of practice changed (minor changes, but some text blocks are different). Six years after I did the work, some minor changes to the planning regulations. Eight years after I did the work, they finally did something and just transferred by description – not recording the minor subdivision plat. It has changed hands several times since then using the metes and bounds descriptions.
Fortunately, all the people involved understand that this is a new project, new survey, new minor subdivision plat, etc…
What is your process for divisions going through your local planning jurisdiction? Do you allow clients to handle the process or is it just too questionable for comfort that they will follow through?
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