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Step by Step Guide to Using a Solicitor for your House Purchase or Sale

Instructing a solicitor at the right time during a house sale or purchase is crucial to keeping the process smooth and avoiding delays. Here’s a step-by-step guide for both buyers and sellers, outlining when and how to instruct a solicitor (or conveyancer):


🏠 FOR BUYERS: When to Instruct a Solicitor

Step 1: Start Researching Solicitors Early

  • When: As soon as you start viewing properties.
  • Why: You’ll be ready to instruct immediately once your offer is accepted.
  • Action: Get quotes, check reviews, and ask for recommendations.

Step 2: Instruct a Solicitor as Soon as Your Offer is Accepted

  • When: The same day or within 24-48 hours after your offer is accepted.
  • Why: The estate agent will request solicitor details to send the Memorandum of Sale. Delays here can slow down the process.
  • Action: Officially instruct your chosen solicitor. Provide ID and proof of funds.

Step 3: Pay for Searches and Complete Initial Forms

  • When: Within the first few days of instruction.
  • Why: Early payment allows your solicitor to start local searches and legal checks without delay.
  • Action: Fill out property information forms and pay initial deposit for searches.

🏠 FOR SELLERS: When to Instruct a Solicitor

Step 1: Instruct a Solicitor as Soon as You List the Property

  • When: Ideally at the point you list the property with an estate agent.
  • Why: It gives your solicitor time to prepare the title deeds and seller’s pack. You’ll be ready to move fast once a buyer is found.
  • Action: Instruct a solicitor early and begin completing seller’s property forms.

Step 2: Provide Required Documents Promptly

  • When: Immediately after instruction.
  • Why: Prepping legal paperwork early means fewer delays later.
  • Action: Provide ID, title deeds, warranties (if applicable), and completed forms.

Step 3: Respond Quickly to Enquiries After Offer Is Accepted

  • When: After accepting an offer.
  • Why: Your solicitor will liaise with the buyer’s solicitor. Prompt replies speed up exchange.
  • Action: Work closely with your solicitor to answer any questions raised by the buyer.

💡 Tips for Both Buyers and Sellers

  • Choose a conveyancing solicitor with experience in your property type and local area.
  • Use a solicitor that’s responsive—delays often come from slow communication.
  • Ensure your funds/mortgage offer are in place early to avoid legal hold-ups.
  • Consider online conveyancers for potentially faster, more cost-effective service (but check reviews!).

Get in touch with our team to get a handle on your finances…

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