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Estate Due Diligence Checklist
What to verify before closing.
Short answer
Order a full inspection with specialists for roof, HVAC, pool, seawall, generator and elevator where present. Pull permit history from the municipality to confirm major work was permitted and closed.
In detail
Review the survey, title commitment, easements, any HOA or club requirements, flood zone and elevation certificate, and insurance quotes.
For historic or landmarked homes in the Town of Palm Beach, confirm what exterior changes would require review.
Checklist
- Recent comparable sales and days on market
- Flood zone, elevation and insurance
- Town or city review rules for renovations
- HOA or club requirements where applicable
Local context
Palm Beach (the island), West Palm Beach, Boca Raton, Jupiter
Related guides
Questions, answered
FAQ
How long is a typical inspection period?
It's negotiated per contract. Allow enough time for specialist inspections and insurance quotes.
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