Editable letters & planning documents

Find the right documents for your next step.

Start with a prepared draft instead of a blank page. Choose a document set, add your property details, and download files you can edit and review with your adviser. The samples below show the wording before you buy.

Excerpt only

One-time purchase · no subscription

For boards and property owners

Compliance kit · $29

Organize inspection paperwork with a bid-request email, owner-summary letter, buyer document request, and sample-size spreadsheet.

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For buyers and their agents

Buyer packet · $79

Prepare for a purchase with a document-request letter, inspection questions, and a guide to issues to discuss with your agent or adviser.

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Both sets include a buyer document request. The kit adds inspection-planning and owner-summary documents; the buyer packet adds purchase-focused questions and discussion points. Neither includes an inspection or professional review.

Take a look inside.

Short excerpts from the templates. Your downloads use the details and statute you select.

01 / Compliance kit · bid request

Ask an inspector for a scoped proposal

Please submit a written fee proposal to inspect the exterior elevated elements at [Property] under [confirmed statute].

Inventory every exterior elevated element for which we have maintenance or repair responsibility, by type.

State the sampling design in your proposal.

Excerpt from the kit's bid-request email. Element counts, qualifications, deliverables, and other instructions are omitted here.

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02 / Compliance kit · owner summary

Record what the inspection found

Inspector. Name, license type, and license number: __________________________.

Date of inspection / date of report: __________________________.

Immediate threat to occupant safety? Yes / No

Excerpt from the kit's owner-summary letter. It is a fill-in template, not an inspection finding or a substitute for the inspector's report.

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03 / Buyer packet · document request

Request the report behind a sale

Re: Written demand — produce the exterior elevated element inspection report and written summary

Please produce the most recent Civil Code § 5551 inspection report, including photographs, test results, and any supplemental or final report confirming repairs.

Please confirm receipt in writing.

Abbreviated condominium-branch excerpt from the buyer demand. The full template also addresses apartment-building sales and includes more requested records and questions.

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The full products assemble downloadable documents from details you enter in this browser. Confirm which law applies and review the current statutes and local process before using a letter. A download does not send a request or file a report.

Not legal advice. Confirm the current statute text on leginfo.legislature.ca.gov and the current filing desk on the city’s .gov site before you send a report or a demand letter.