Spring Market

Please review the above link to see all that CLAS Clerking can offer to help support your business

Ordering and Tips to make the process seamless

All request can be emailed to info@clasclerking.com

Below link gives insight on what is needed when placing an order with CLAS Clerking.

Accommodation recordings - Recording Requirement Guide

Each county has recording standards that must be fulfilled on the document before recording. See below link to help guide documents sent to CLAS Clerking meet recording requirments

Trust Deeds - Estate Planning

Reporting Clarification

When determining if reporting is needed you must review the trust agreement and determine if any new trustee's are being named, not contingent beneficiary

Example:

If Bob and Mary Smith deed their property into the Smith Family Trust:

• If the trust certificate identifies Bob and Mary trustees of the trust, reporting is not required.

• If the trust agreement names Bob, Mary, and their daughter Jane the trustees , the transfer may be considered reportable because Jane is now included in the transfer structure as of today.

• Contingent beneficiary are not taken into consideration because the transfer is not happening at this time.

• CLAS Clerking still requires our designation form, since we do not determine when something should or shouldn't be reported.

Designation Form

This form is an internal CLAS Clerking form that removes us from the reporting cascade “responsibility list” and, in most cases, places the document preparer in the reporting position when needed.

CLAS Clerking

1328 N Milwaukee Ave Ste 2

Chicago IL 60622

Info@clasclerking.com

773.292.5060