Zero docs

Useful documents

Take a look at the documents below to learn more about us, how we protect your funds during your exchange, and how the 1031 tax exchange process works in general.

Bond Form

We’re bonded and insured for your security. Download a copy of our Fidelity Bond here.

Sample Exchange Agreement

Download a sample of the Exchange Agreement for Qualified Escrow Account

Roadmap Guide

Our Roadmap guide gives a great overview of exchange options

Get Your Exchange Started

Checklist to ensure you have all the proper items needed
Do I qualify? checkmark icon

Do I qualify for a 1031 exchange?

Read from the list below to see if your property may qualify to take advantage
 of a 1031 Exchange. Or, take our quiz!

Even if your property cannot be sold tax free, we will let you know about any 
tax breaks that you may be able to take advantage of.

Type of property

Let's Connect

  • This field is for validation purposes and should be left unchanged.

Contact Information

Please reach out with any questions or to start your exchange process. Fill out our form to the left, or via the methods below. Thank you.

5355 Avenida Encinas Ste 203,
Carlsbad, CA 92008


[email protected]