Written by Janet Helm, Realtor® and Seniors Real Estate Specialist (SRES®) 

There should be no surprises at any stage of a transaction! Part of HELM's 55 AND BETTER™ approach is simple: stay one step ahead and communicate what is going to happen next to our clients. One of the resources we share with clients is a simple information sheet called “When You Meet with Your Lawyer or Notary - What to Expect.”
When clients and families understand what will appear on their Statement of Adjustments ahead of time, the final appointment becomes simpler, calmer, and more predictable.
It also helps family members supporting a parent or loved one feel informed and confident going into the process. With the right preparation, it becomes a straightforward next step in a well managed transition.
Detailed Typically includes:
1. Sale Price
2. Property Taxes
Prorated to completion date, including credits or deductions depending on payment status and any Property Tax Deferment Program balance.
This is especially important when a completion occurs before the July 2 tax deadline
3. Home Owner Grant / Senior Grant
applied where eligible
4. Strata Fees (if applicable)
5. Real Estate Commission

6. Legal / Notary Fees
Professional fees, registration costs, and disbursements.
7. Other Adjustments
Utilities, tenant adjustments (if applicable) deposits held in trust.
Net proceeds of sale.
If you’d ever like a walkthrough of what your specific Statement of Adjustments will look like before you sign, it can always be reviewed in advance so everything feels clear ahead of time. With the right preparation, meeting with a lawyer or notary becomes a straightforward next step rather than an overwhelming one.