Sherman & Phalen Client Forms

Find all of our forms that are required for your upcoming real estate transaction or family planning needs. From For Sale by Owner to Commercial, and Estate Planning these forms are clearly setup for your clarity and ease. 

Buyer Information Form

Complete this form to begin the pre-closing process for the purchase of the property.

Seller Information Form

See the form below to begin the pre-closing process for the sale of the property.

For Sale By Owner

To begin the process of your FBSO (For Sale By Owner), please fill out the form via the link below.

Estate Planning Form

View our Estate Planning Worksheet via the link below to begin.

Order a Title Form

Needing to order a title exam? Please fill out the below Title Order Form via the link below. 

Post Closing Document Request

Post Closing Document Request is a component of our real estate legal services at Sherman & Phalen. After a successful real estate transaction or loan closing, we assist our clients in obtaining documents upon request. 

Client Feedback Form

If you would like to leave a compliment or suggestion based on your experience with our team, please let us know. 

We're here to help. Simply complete this form and we'll be in touch soon.