EZ 1031 Fiduciary Standard

Putting your exchange first—always.

Most Qualified Intermediaries (QIs) follow the IRS rules—and stop there. We raised the bar to safeguard your funds, your timeline, and your long-term goals. The EZ 1031 Fiduciary Standard is our formal, written pledge that every recommendation, process, and partnership is built to serve you before anyone or anything else.

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The Five Pillars of the EZ 1031 Fiduciary Standard

1. Absolute Fund Security

Sale proceeds are held only in bonded, FDIC-insured accounts—never co-mingled, never lent, always traceable.

2. Deadline Certainty

Proprietary tracking software flags every key date (Day 45, Day 180, tax filings) and pushes real-time reminders to you, your agent, and your CPA.

3. Total Fee Transparency

One flat fee quoted up front, starting at $1,250. No wire, courier, or “compliance” add-ons—ever.

4. Conflict-Free Counsel

We accept zero kickbacks or referral fees from any property sellers, brokers, or DST sponsors. Advice stays unbiased and in your best interest.

5. Proactive Compliance Support

Every exchange closes with a CPA-ready packet (escrow statements, Form 8824 guide, audit trail) at no extra cost.

You Decide

How we exceed industry norms

Standard QI Practice

  • Holds funds in pooled corporate accounts

  • Generic email deadline reminders

  • Fee menu with surcharges

  • Optional closing documents

EZ 1031 Upgrade

  • Segregated, client-specific escrow with daily balance verification

  • Automated multi-channel alerts + live check-ins from your dedicated specialist

  • Single flat rate, pay-at-closing guarantee

  • Mandatory, CPA-formatted audit package delivered within 72 hours of final closing

Oversight & Assurance

Bonded & insured

Errors-and-omissions coverage + $1 million fidelity bond on every exchange.

Third-party audits

Annual independent review of trust-account procedures.

Regulatory Alignment

Processes built around Treasury Regulations §1.1031(k)-1 and Rev. Proc. 2000-37.

What this means for your next exchange

  • Sleep easy knowing every dollar is protected.

  • Hit every IRS deadline without calendar anxiety.

  • Keep more of your gain working for you—no surprise costs.

  • Walk into tax season with a neat, audit-proof file.