Practice 9G: Recordkeeping
Source
About This Practice
This guidance covers Practice 9G, which includes three elements:
▲ Adopt a written records policy that governs how and when organization and transaction records are created, collected, retained, stored and destroyed
⬤ Keep originals of all documents essential to the defense of each real property transaction in a secure manner and protected from damage or loss
⬤ Create and keep copies of these documents in a manner such that both originals and copies are not destroyed in a single calamity
⬤ Accreditation indicator element | ■ Terrafirma enrollment prerequisite | ▲ Required for both
May 2026 update: Updated accreditation requirements for Practice Elements 9G1, 9G2 and 9G3 to reflect the 2026 Requirements Manual.
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For accreditation-related materials, please also consult the Land Trust Accreditation Commission website.