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How to charge title insurance fees to clients

In real estate purchase and refinance transactions, the lawyer is often tasked with ordering a title insurance policy on behalf of the client

Generally speaking, there are two ways to charge the title insurance fees to your clients

  1. Deduction on the trust ledger
  2. Disbursement on the invoice

1. Deduction on the trust ledger

In this method, trust funds are used to pay for the policy and therefore the title insurance payment will appear on the trust ledger. Learn more about how you can add the title insurance payment to the trust ledger.

2. Disbursement on the invoice

In this method, the title insurance policy payment is added as a disbursement to your invoice. In this method, the title insurance payment will not appear on the trust ledger. Learn more about how to add the title insruance payment to your invoice as a disbursement.