721 UPREIT Pros: advisor service-handoff checklist

1. Identify legal holding, class, quantity, registered owner and recordkeeper.
2. Define the service, custody or ownership change.
3. Obtain receiving-firm acceptance, exclusions and monitoring scope.
4. Compare agreements, fees, billing dates and remaining accounts.
5. Preserve payment instructions; separately authorize intended changes.
6. Assign pending requests, notices and tax issues to responsible entities.
7. Reconcile first post-change records with the confirmed baseline.

For every row record: old entity, new entity, current document, effective date, written acknowledgment, unresolved task and follow-up owner.

Educational only. No acceptance, conversion, liquidity, distribution, return or tax result is guaranteed.