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1031 Exchanges

Exchange Closings, Carefully Coordinated.

A 1031 exchange allows certain investment or business-use real property to be exchanged under specific Internal Revenue Code requirements. Our role is transactional: we coordinate the closing alongside your qualified intermediary and advisors.

How the Closing Works

Where we fit in the exchange timeline.

  1. 01

    Before the Relinquished Closing

    Your qualified intermediary is identified in the file, and exchange language is confirmed with the parties.

  2. 02

    At the Relinquished Closing

    Closing documents and disbursement instructions are coordinated to reflect the exchange structure.

  3. 03

    Identification Window

    Your advisors manage identification requirements; we support the closing documentation you request.

  4. 04

    Replacement Property Closing

    We coordinate title, escrow, and closing for the replacement property acquisition.

Legacy Premier Title does not provide individual tax advice. Clients should consult their attorney, tax advisor, and qualified intermediary regarding eligibility, deadlines, structure, and tax consequences.

Legacy Premier Title does not act as a qualified intermediary and does not determine exchange eligibility. Nothing on this page is tax or legal advice.

Let's Begin

Let's Bring Your Next Transaction Home.

Send us your contract, request title services, or connect with a member of our team. We look forward to making your next closing a Legacy Premier experience.

(877) 578-4853Info@LegacyPremierTitle.com