The only way to know is to read the contract.What they have done is to eliminate the responsibility of the settlement agent to ensure the terms and agreements contracted have been met, they can't be responsible for something they have no knowledge of.Your title insurance is an insured closing, meaning the title insurance covers errors and omissions in the closing and settlement according to the contract as agreed, if they don't get the contract they can't ensure terms were met and they won't insure any error in missing something not disclosed.IMO, your settlement agent and title insurance company are avoiding risks by simply accepting instructions and basically performing only an accounting and administrative function of filing and document collection along with tax filings.

Would it be best to just contact an administrator on the website to see what the requirements are, write down the classes, and simply complete them, and go from there?

The deceased son would have an estate that should be managed by a personal representative / executor / court appointed administrator.

Setting up a squeeze page on WordPress is very easy, and there are plenty of free site builders like weebly that can do the same.

Initially, it's more important for newbies, unfamiliar with business requirements to consider taxes at a lower initial or beginning level, access with cash flow, ease of maintenance of records, tax filings, legal work and administrative filings and duies.

No Wisconsin Statute addresses the issue nor does any administrative rule in Chapter ATCP 134 of the Wisconsin Administrative Code.Daily late fees are not illegal in Milwaukee County.

(Probably not an issue unless there is some violation) Don't put a NOO residential 1-4 rental in a commercial loan line of thought, the Act is clear about that, it is not a commercial loan.You mentioned a Trust, in such a case I really suggest you pay attention to the marketablity issues as Trustees/Administrators don't like notes (I know, but I have one using par as the value, some don't) as a Trust is required to give an accounting of the assets in Trust at the market value annually.

One item is administrator fee he wants me to pay to him.

I believe there are risks of income taxes and penalties and covering that 20% in the rollover until you get it back, so maybe talk to your old employer's plan administrator about specific details before choosing that option.

Read more on the biggest takers of public money during the Fed bailout here: http://www.bloomberg.com/data-visualization/federal-reserve-emergency-lending/Bank of America whistleblowers cited examples of how Bank of America employees were administratively giving the run around to borrowers seeking loan modifications or due process on their foreclosure process.