Joint Property Sale Discovery Form

Property Sale Discovery & Intake Form

Provide your case details to initiate your Strategy Session, Case Review, or Application Preparation under TOLATA.
Which service package are you initiating today?
Your Full Name

First NameLast Name
Your Email Address
example@example.com
Telephone Number

Phone Number
Postal Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Are you currently living at the property?
Please provide the full name(s) of the other co-owner(s)
Additional co-owners' contact details
Are you and the other owner currently married or in a civil partnership?
What is your relationship to the other co-owner(s)?
How is the ownership of the property divided?
If unequal shares, please specify the share split (e.g., 60/40)
Number of children
Age(s) of children
Is there a written agreement about the property (e.g., deed of trust)?
Briefly describe why you are seeking a sale of the property
Have there been any previous attempts to resolve the matter with the other co-owner(s)?
If yes, please provide details of previous discussions or mediation attempts
Preferred method of contact
Expected timeline for sale
Property type
Are there any ongoing legal proceedings related to the property?
Do you have any specific concerns or issues you want to address?
Core Property Documents (Required)

Please upload your Land Registry Title Register, Deed of Trust, and most recent Mortgage Statement.
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Evidence of Interest & Correspondence

Upload proof of deposit/renovation payments and any emails/texts where the co-owner discusses the property sale or ownership split.
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Legal & Court Application Documents

Upload your Draft Witness Statement, Mediation Certificate (MIAM), and RICS Valuation/Estate Agent Appraisals.
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Additional Context (Optional)
Is there anything else the legal team should know? (e.g., verbal agreements, specific family circumstances, or urgent deadlines).
Agreement and Disclaimer
Should be Empty:

Property Sale Discovery & Intake Form