"*" indicates required fields


Client Information
Date of Birth*
Are You Selling or Buying First?*
Selecting selling or buying helps determine what type of 1031 exchange you will be completing
Standard Exchange Form


Relinquished Property Address
Relinquished Property Street Address *
Address Line 2
City *
State *
Zip *


Relinquished Property Information
(Please List the Exact Name(s) On the Deed of Relinquished Property). * If the property is held in the name of an entity or trust, additional documentation will be required
Date of Closing*
Do you want to add replacement property information?*
Standard Exchange Form


Replacement Property Address
Replacement Property Street Address
Address Line 2
City
State/Province
Zip


Replacement Property Information
Date of Closing
Reverse Exchange Form


Replacement Property Address
Replacement Property Street Address *
Address Line 2
City *
State/Province *
Zip *


Replacement Property Information
Date of Closing*
(A new LLC must be formed on behalf of each taxpayer participating in the exchange) LLC’s are formed in Florida. Please note that names are subject to availability on the Florida Division of Corporations website at the time of filing: https://search.sunbiz.org/Inquiry/CorporationSearch/ByName
Do you want to add relinquished property information?*
Reverse Exchange Form


Relinquished Property Address
Relinquished Property Street Address
Address Line 2
City
State/Province
Zip


Relinquished Property Information
(Please List the Exact Name(s) On the Deed of Relinquished Property). * If the property is held in the name of an entity or trust, additional documentation will be required
Date of Closing
Will there be an additional Relinquished Property in this exchange?*
Reverse Exchange Form


Relinquished Property Address 2
Relinquished Property Street Address
Address Line 2
City
State/Province
Zip

Relinquished Property Information
(Please List the Exact Name(s) On the Deed of Relinquished Property). * If the property is held in the name of an entity or trust, additional documentation will be required
Date of Closing
Standard Exchange Form
Reverse Exchange Form


Comments & File Upload
Please Provide the Following:
  • Contract for your sale
  • Contract for your new purchase (if available)
  • If your relinquished property is held in the name of a trust, please provide a copy of the trust agreement
  • If your relinquished property is held in the name of an LLC, provide a copy of the LLC Operating Agreement
  • If your relinquished property is held in the name of a corporation, please provide the corporate resolution outlining the authorized signers
Please Note:
We will need a copy of the contract and/or entity documents before moving forward with your 1031 exchange.
Drop files here or
Accepted file types: jpg, png, pdf, jpeg, Max. file size: 256 MB, Max. files: 10.