Alberta solicitors, track the steps and actions taken in a foreclosure action with this Foreclosure Checklist form.
Fill out the checklist at each step:
- preliminary and information stages,
- commencement of the action,
- conduct of proceedings,
- obtaining final order, and follow-up.
This 3-page Alberta Foreclosure Checklist is a downloadable and fully editable MS Word form.
MORTGAGEE FORECLOSURES CHECKLIST 1. Preliminary Completed/Date/Notes Step Taken Instructions received from client Review of security Check for conflict of interest re: both parties Limitations diary noted for commencement of action Title search and property tax search Demand letter sent to owner(s)/guarantor(s) Deadline: ______________________________ Extension: ______________________________ 2. Information Completed/Date/Notes Step Taken Do you have all the security taken? Is property listed with a realtor? Ascertain if property vacant Consider receiver or assignment of rents Guarantees – is demand required? Corporate search (if applicable) Review other encumbrances on title Consider dower, if applicable Obtain updated Statement of Arrears and accelerated balance 3. Commencement of Action Completed/Date/Notes Step Taken Prepare and issue Statement of Claim Prepare and file Certificate of Lis Pendens: At Clerk’s office: ________________________ At Land Titles: __________________________ Limitations diarized: Service of Statement of Claim ________________________ Next step ___________________________________________ Statement of Claim served on all necessary parties Notify prior security holders/subsequent encumbrances -2- 4. Proceedings to Judgment Completed/Date/Notes Step Taken Affidavit of Value and Valuator’s Report Ordered: _____________________________________ Dispensed with: _______________________________ Affidavit of Value and Valuator’s Report filed and served Prepare and file Affidavit of Service of Statement of Claim Note in default if no Demand of Notice or Statement of Defence filed and served by Defendant Get updated figures from client, prepare Affidavit of Default and have executed by client Prepare Statement of Mortgage Indebtedness File Affidavit of Default Certified Copy of Title and Personal Property Registry certificate on Defendants ordered and filed at Clerk’s office Can you apply for a Receiver? Other special relief sought? Notice of Motion and Affidavits Filed: ____________________________ Served: ___________________________ OR are you entitled to apply ex parte? Date of application diarized Court appearance – if possible, Order prepared and signed by Master Order Nisi, Bill of Costs (if taxation not adjourned) and Statement of Mortgage Indebtedness Approved by other side (if necessary): _____________________________ Filed: _________________________________________________________ Served on Defendants: __________________________________________ Served on subsequent encumbrancers: _____________________________ Served on tenants (if applicable): _________________________________ Served on wr
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