Document / Practice

Practice 9G: Recordkeeping

Posted 2017 Updated March 22, 2021
Land Trust Alliance
About This Practice

This guidance covers Practice 9G, which includes three elements:

  1. ▲ Adopt a written records policy that governs how and when organization and transaction records are created, collected, retained, stored and destroyed

  2. ⬤ Keep originals of all documents essential to the defense of each real property transaction in a secure manner and protected from damage or loss

  3. ⬤ 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