UPDATE - After my post earlier today, I was contacted by Zach Lemaster with Rent to Retirement.

They are provided with contracts to use which are developed and vetted by real estate lawyers within each state and updated regularly to stay current with changing laws. 

Good luck and keep us updated! 

New pictures, updated amenities etc can help raise your rankings.

A moderate 80s update in Houston may not match Indy, so leaning on someone who knows the local buyer pool can save a lot of back and forth.All the best,Johnny

Below is the market update that I sent to all of the owners that we work with.

Spreadsheet is updated with my info...

Great tools that get updated regularly.I am on the lending side of things and would be happy to hop on a call with you anytime to discuss financial strategies and help answer any questions you may have about nearly any loan product available to help you on your journey, even if they are not products my capital partners offer.We are all here to help you learn and grow.

I just got an update from my client that the CPA approved what we did.

All the data, asset holdings, transactions will be ported over to the new recordkeeping system, along with the current plan document being moved and updated as needed. 2) If you currently hold real estate or other asset, you may need to look at retitling, if you elect to move to a custodian.