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Amidst the hustle and bustle of everyday life, our clients often find themselves inundated with paperwork and correspondence following property transactions or the transfer of real property to a revocable trust. They receive an official-looking document in the mail possibly titled “Recorded Deed Notice” that looks scarily official with purchase or transfer dates, document numbers, the legal property address, a description of the property and property identification number. There is also a payment slip at the bottom that the recipient is directed to detach and mail payment with a “document fee” of $95.00 or some absurd amount by a deadline.

You may also notice, at the end of the document there is a statement that says it is a solicitation, and that you are under no obligation to pay the amount stated.

To safeguard yourself against falling victim to scams, it is crucial to remain vigilant and adopt proactive measures:

1. Verify the source: Before responding to any correspondence offering services or documents, conduct thorough research to verify the legitimacy of the sender. Government agencies or legitimate service providers typically have websites and contact information that can be cross-referenced.
2. Scrutinize the details: Pay close attention to the language, formatting, and any discrepancies within the letter. Legitimate entities often use secure methods of communication and rarely demand immediate payment.
3. Consult with your trusted legal professional: When in doubt, seek advice from legal professionals or real estate experts. They can provide insights into the authenticity of the correspondence and offer guidance on the appropriate course of action.

Remember, when it comes to protecting yourself and your assets knowledge is your greatest ally and proactive prevention is your strongest defense. At Pavese Law Firm we are committed to serving as a trusted legal partner in safeguarding your interests. Should you have any questions or concerns about potential threats or scams do not hesitate to contact us.

A note to the reader: Please be advised that this article is intended to offer general information and should not be considered a replacement for professional legal advice. It is strongly recommended that you seek the guidance of competent legal counsel if you have any inquiries related to legal compliance.

For more information about Mary Vlasak Snell and her work in financial planning, please visit www.paveselaw.com. For inquiries, please call 239-334-2195.