CALGARY PROPERTY AUTHORITY AND SIGNING EVIDENCE BOARD CalgaryRealEstateTips.ca working worksheet Last reviewed: July 19, 2026 PURPOSE Exact proposed property action, current title and registered owners, ownership form, owner living status, decision-specific capacity, owner participation, complete authority instrument or court order, personal directive versus financial property authority, activation date and evidence, who determines capacity, attorney trustee personal-representative or co-owner role, joint separate and alternate action rules, property and transaction scope, restrictions conflicts compensation gifts expenses and self-dealing questions, revocation replacement expiry court order death and other ending events, dower spouse and co-owner consent questions, mortgage lender insurer condo tenancy tax and Land Titles requirements, authorized professional instructions, secure identity contact and document channels, price listing offer contract amendment and possession instruction authority, physical signing location, remote-signing witness commissioning original-document courier and technology plan, transaction lawyer file and missing-item list, title transfer registration and rejected-document fallback, mortgage payout expenses trust proceeds recipients restrictions and accounting, insurance vacancy heat utilities water security keys mail snow contents and property-protection controls, reversible preparation versus binding legal stop gates, evidence owner source date deadline status and escalation for every item, next review trigger after capacity death revocation title contract or deadline change. Use this worksheet to collect property-specific evidence and make the next decision visible. It is an educational planning aid, not legal, tax, lending, appraisal, engineering, inspection, insurance, condo-document, or other professional advice. DECISION CONTEXT Name(s): ________________________________________________ Property / community / search area: _______________________ Property type: ___________________________________________ Budget, price, or value range: _____________________________ Decision to make: _________________________________________ Deadline and reason: ______________________________________ Primary goal: _____________________________________________ What would make me pause or walk away? ____________________ TOPIC EVIDENCE [ ] Exact proposed property action: ________________________________________________ [ ] Current title and registered owners: ________________________________________________ [ ] Ownership form: ________________________________________________ [ ] Owner living status: ________________________________________________ [ ] Decision-specific capacity: ________________________________________________ [ ] Owner participation: ________________________________________________ [ ] Complete authority instrument or court order: ________________________________________________ [ ] Personal directive versus financial property authority: ________________________________________________ [ ] Activation date and evidence: ________________________________________________ [ ] Who determines capacity: ________________________________________________ [ ] Attorney trustee personal-representative or co-owner role: ________________________________________________ [ ] Joint separate and alternate action rules: ________________________________________________ [ ] Property and transaction scope: ________________________________________________ [ ] Restrictions conflicts compensation gifts expenses and self-dealing questions: ________________________________________________ [ ] Revocation replacement expiry court order death and other ending events: ________________________________________________ [ ] Dower spouse and co-owner consent questions: ________________________________________________ [ ] Mortgage lender insurer condo tenancy tax and Land Titles requirements: ________________________________________________ [ ] Authorized professional instructions: ________________________________________________ [ ] Secure identity contact and document channels: ________________________________________________ [ ] Price listing offer contract amendment and possession instruction authority: ________________________________________________ [ ] Physical signing location: ________________________________________________ [ ] Remote-signing witness commissioning original-document courier and technology plan: ________________________________________________ [ ] Transaction lawyer file and missing-item list: ________________________________________________ [ ] Title transfer registration and rejected-document fallback: ________________________________________________ [ ] Mortgage payout expenses trust proceeds recipients restrictions and accounting: ________________________________________________ [ ] Insurance vacancy heat utilities water security keys mail snow contents and property-protection controls: ________________________________________________ [ ] Reversible preparation versus binding legal stop gates: ________________________________________________ [ ] Evidence owner source date deadline status and escalation for every item: ________________________________________________ [ ] Next review trigger after capacity death revocation title contract or deadline change: ________________________________________________ CALGARY VERIFICATION CONTROL [ ] Property address, community, property type, and decision deadline are recorded. [ ] Budget, price or value range, monthly comfort, and cash reserve are separated. [ ] Current source dates and geography are written beside every market or rule-based claim. [ ] Relevant active alternatives and recent comparable transactions are identified. [ ] Financing, appraisal, insurance, legal, tax, inspection, condo, permit, or specialist questions have an assigned owner. [ ] Documents are saved in one folder with missing items and follow-up dates visible. [ ] The most expensive plausible downside has a cost range and funding plan. [ ] A credible backup property, community, timing, or transaction path is named. [ ] The walk-away or pause rule is written before urgency increases. [ ] The next review date and the evidence that would change the decision are recorded. EVIDENCE LOG Use one row per important fact. Record the source itself, not only who mentioned it. 1. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 2. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 3. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ RED / AMBER / GREEN DECISION BOARD GREEN - current, property-specific, understood evidence: ____________________________________________________________ AMBER - plausible but waiting on evidence or professional review: ____________________________________________________________ RED - material downside with no acceptable control or fallback: ____________________________________________________________ OPTIONS AND TRADEOFFS Preferred path: ____________________________________________ Best credible alternative: _________________________________ What the preferred path improves: __________________________ What it costs or makes harder: ______________________________ Worst plausible outcome and estimated cost: ________________ How that downside would be reduced or funded: ______________ NEXT-STEP BRIEF Current best decision: _____________________________________ Why the evidence supports it: _______________________________ Three unresolved questions: 1. _________________________________________________________ 2. _________________________________________________________ 3. _________________________________________________________ Next action: _______________________________________________ Owner: __________________________ Due: _____________________ Review trigger: ____________________________________________ Next review date: __________________________________________ PROPERTY-SPECIFIC HELP When requesting help, include the property or community, property type, budget or value range, timeline, documents available, condition deadline, and the exact decision. A useful response should produce a shortlist, risk list, valuation path, document-review path, or assigned next-step plan rather than a generic sales reply.