What Attorneys Should Gather for an Escrow Standard of Care Review
A record checklist organized around instructions, communications, closing documents, funds, procedures, and claimed loss.
Read the guideAttorney Resources
Practical Guidance for Title and Escrow Disputes
Focused checklists and evaluation questions to help counsel organize the record, define the operational issue, and retain the right expert.
Guides for Counsel
Start with the Records and Questions That Matter
These materials are general educational information. They are not legal advice and do not create an expert or consulting engagement.
Title Insurance and Escrow Records That Shape Early Case Evaluation
The documents that help reveal the title issue, transaction timeline, responsible roles, and connection to damages.
Read the guideSelecting a Title and Escrow Expert Witness: Questions to Ask
A practical framework for evaluating operational experience, neutrality, scope, communication, and availability.
Read the guideA Better First Inquiry
What to Include Without Sending the Whole File
For an initial conflict and fit review, identify the parties, jurisdiction, next deadline, transaction type, central title or escrow issue, and the role you expect the expert to perform. A concise nonprivileged summary is more useful than an unorganized document upload.
Need an Expert to Review the Actual File?
Start with a conflict and fit review. Do not send confidential records until a written engagement is in place.