The title opinion will reveal what, if any, interest the seller owns.

Gut reactions are important, and sometimes even just asking to schedule a visit can reveal a lot about how a provider actually handles customer service.

If you deny them for something that the screening process revealed (bad credit, criminal history, poor references, etc) refund the deposit minus the app fees.

If they pass, ask why they don't want it and they'll reveal how they pick and choose their wholesale inventory.

Certain questions about entity structure and tax strategies may not be able to be answered before they have an understanding of your full picture- but still a great list of questions.I'll also add that you should pay attention to the questions they ask you.If you are wanting to leverage your CPA to help grow your business, rather than just someone to handle the compliance side of things- the questions they ask you will reveal just as much.

A quick demo from a vendor rep is sure to reveal some good nuggets of info.

I would figure a title search would reveal any liens or clouds on the title, and title insurance should cover you in the event something comes up in the future.

If something is revealed in those documents that is unacceptable to the buyer, they may ask for termination of the contract.  

Price negotiation may continue as facts reveal themselves.

You would be better served to provide the trustee with whatever information you would like to have passed on to the beneficiary.The only legal process available to you is to take legal action against the trust in an attempt to force the trustee to reveal the beneficiary.