Screen replacement candidates, backup paths, and advisor questions before the identification window closes.
Turn the 45 day identification period into ranked choices with written backup logic.
Coordinate lender, title, QI, and closing tasks around the 180 day deadline.
Compare primary and backup property options under the three property rule.
Track aggregate value, backup choices, and identification records under the 200 percent rule.
Use the 95 percent rule only when acquisition certainty and documentation are visible.
Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.
Document replacement property facts so the exchange file survives closing and tax season questions.
Review the sale facts, replacement criteria, and deadline responsibilities before the clock begins.
