Can the list be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes when intent, consent, attribution, and record retention are met.

Are disclosures required with the list?

State property disclosure rules vary; include any statutorily required disclosures in the same package. Consult local disclosure statutes to ensure compliance.

Is notarization required for the items list?

Not usually required for a personal property list alone, but local practice or lender demands may require notarization; deeds and some transfer instruments do require a notary.

What if the buyer disputes an item after closing?

Use the signed list, photos, and receipts as evidence. Disputes may lead to escrow claims or litigation if the list is ambiguous or unsigned.

How do I correct an error on the signed list?

Prepare a written amendment signed by all parties or execute a new corrected list. Avoid handwriting corrections on an executed document without mutual initialing.

How long must I keep the signed list?

Retain documents at least three years for tax purposes (IRC §6501(a)), seven years for real estate matters in many practices, and longer where state or industry rules apply.

Electronic Signature
Templates
Real estate
Real Estate Items For Sale

Real Estate Items For Sale

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

REAL ESTATE ITEMS FOR SALE

This Schedule of Real Estate Items for Sale is incorporated into and made part of the Purchase Agreement between the parties identified below. The Seller offers the personal property and fixtures described in this Schedule for transfer to Buyer on the terms set forth herein. Items not listed in this Schedule are presumed excluded unless otherwise agreed in writing.

Parties

Seller Name Seller Contact (Address, Phone, Email) Buyer Name Buyer Contact (Address, Phone, Email)

Property Identification

Property Address Parcel / APN Number Legal Description

Schedule of Items (Included / Excluded)

Seller shall list each item of personal property, fixture, equipment, appliance, or other tangible item proposed to be transferred. For each listed item, indicate whether the item is included in the sale and provide identifying information where available.

Item 1 — Description

Included: Yes Excluded

Serial Number / Identifier

Condition

Estimated Value

Item 2 — Description

Included: Yes Excluded

Serial Number / Identifier

Condition

Estimated Value

Item 3 — Description

Included: Yes Excluded

Serial Number / Identifier

Condition

Estimated Value

Additional Items / Schedule (if more items, continue here)

Financial Allocation

The parties acknowledge that the purchase price of the real property may be allocated between real property and personal property. The allocation described below governs the parties' rights and obligations for tax and settlement purposes.

Total Allocated Value of Items Allocation of Purchase Price to Personal Property (describe)

Representations, Title & Liens

Seller represents and warrants that Seller is the legal owner of the personal property listed and has the right to transfer good and marketable title, free and clear of liens, security interests and encumbrances other than those specifically identified in the field below. Any exception must be disclosed and shall be deemed part of this Schedule.

Disclosed Liens, Security Interests or Exceptions

Inspection; Acceptance; Condition

Buyer shall have a period of days from the Effective Date of the Purchase Agreement to inspect the items listed in this Schedule. Unless Buyer delivers written notice of material defect or nonconformity within that period, Buyer shall be deemed to have accepted the listed items in their present condition.

All items are transferred "AS IS, WHERE IS" except as to Seller's express written representations set forth herein. Seller makes no warranty of merchantability or fitness for a particular purpose except as expressly provided in writing.

Removal; Risk of Loss; Damage

If any listed items are to be removed by Seller prior to closing, Seller shall remove them by no later than and shall repair any damage caused by removal at Seller's expense. Unless otherwise agreed, risk of loss to the personal property transfers to Buyer at Closing.

Disclosures

The following disclosures apply to the personal property and fixtures listed and to the property generally.

Lead-Based Paint (if structure built before 1978) Yes No Unknown

Mold or Water Intrusion Yes No Unknown

Prior Material Damage or Repair Yes No Unknown

If yes to any disclosure, describe details

Indemnity; Default; Remedies

Seller shall indemnify and hold Buyer harmless from any loss arising from undisclosed liens or claims to the personal property that arise prior to Closing. In the event of a breach of Seller's representations with respect to title to personal property, Buyer may pursue specific performance, damages, or other remedies available at law or in equity.

If Buyer fails to accept items as required under this Schedule and the Purchase Agreement, Seller may remove the items and seek damages for any resulting loss. Remedies provided herein are cumulative and in addition to any rights under the Purchase Agreement.

Governing Law; Entire Agreement

This Schedule shall be governed by and construed in accordance with the laws of the state governing the Purchase Agreement. This Schedule, together with the Purchase Agreement, constitutes the entire agreement of the parties with respect to the subject matter hereof and supersedes all prior negotiations and understandings with respect to the transfer of the listed personal property.

Additional Terms or Special Provisions

Seller Printed Name:

By:

Date:

Buyer Printed Name:

By:

Date:

What the Real Estate Items For Sale document is

The Real Estate Items For Sale document lists tangible personal property and fixtures included or excluded from a real estate transaction, such as appliances, furniture, window treatments, and equipment. It identifies each item, its condition, any serial numbers or model identifiers, and whether the item transfers with the property or is retained by the seller. This record helps reduce post-closing disputes by creating a clear written agreement between buyer and seller and may be attached to the purchase contract, lease, or closing statement for reference and enforcement.

Why a clear items list matters in property transactions

A complete, signed items list reduces ambiguity at closing, limits post-closing disputes, and documents value for tax or insurance purposes while supporting enforcement of contract terms under ESIGN and UETA where e-signatures are used.

Who typically prepares and relies on this list

Common participants who prepare or review the items list include parties to the sale and their agents; the following groups are typical.

Buyers and buyers' agents who verify included fixtures, appliances, and exclusions before closing.
Sellers and listing agents who document what remains with the property and avoid misunderstanding.
Closing agents and title companies who attach the list to closing files and record items for insured value.

Each party benefits from an explicit list: buyers get clarity on expectations; sellers limit future claims; agents reduce closing delays.

Core components of a professional items-for-sale list

A professional list is structured, precise, and attached to the main transaction documents; include clear identifiers and signatures to make the list enforceable.

Inventory List

Line-item entries with descriptions, quantities, and locations in the property to remove ambiguity about what is included.

Inclusion/Exclusion

Explicitly mark each item as 'Included' or 'Excluded' so ownership transfer is recorded and disputes are minimized.

Condition Notes

Record condition details and known defects to set expectations and avoid later claims about item condition.

Valuation

Where price or consideration attaches to an item, record the agreed value or note if included at no additional cost.

Signatures

Signature blocks for buyer and seller, with printed names and dates, provide execution evidence for enforcement and record retention.

Attachments

Supporting files such as appliance manuals, receipts, photos, and serial number lists are attached to strengthen the record.

Step-by-step: preparing and executing the items list

Follow these sequential steps to create and finalize the items-for-sale list efficiently and clearly.

01

Compile Inventory: Survey property and list each item with identifying details.
02

Document Condition: Note condition and capture photos as supporting evidence.
03

Agree Inclusion: Buyer and seller confirm included and excluded items in writing.
04

Sign and Attach: Execute with dated signatures and attach to the purchase agreement.

Configuring a digital workflow for the items list

Set these workflow fields when you prepare an electronic items list to ensure correct routing and authentication.

Field	Configuration
Template	Create reusable template with required fields pre-placed for consistency.
Signer Order	Specify signer sequence (seller first, buyer second) to reflect negotiation flow.
Authentication	Choose email link, SMS code, or stronger ID verification per transaction risk.
Reminders	Set automated reminders and expiration to avoid signature delays.

Where to send and how to file the completed list

Use a clear routing path so the executed list is included in closing and retained with transaction records.

Prepare Document: Attach the items list to the purchase agreement or addendum.
Send to Parties: Route to buyer, seller, and agents for review and signatures.
Include at Closing: Deliver final executed copy to closing agent or title company.
Archive Copy: Store executed version with closing documents and property records.

Technical requirements for digital signing and storage

Confirm platform support for common file formats, integrations, and security standards before e-signing.

File Formats: PDF and DOCX are standard; ensure format preserves layout and metadata.
Integrations: Connectors for MLS, title systems, and cloud storage simplify routing and archival.
Security: Platform should support TLS and AES-256 encryption and an audit trail.

Use a platform that retains an unalterable audit trail, exports signed PDFs, and integrates with your closing or document management systems.

Key timing considerations and customary deadlines

Track these timing items to align the items list with contract contingencies and closing workflows.

Delivery Before Closing:

Provide a draft list during inspections or prior to final walkthrough.

Final Agreement Date:

Execute no later than closing date to bind the transfer of items.

Notary Scheduling:

If notarization required, schedule within days of closing to avoid delays.

Title Attachment:

Ensure the executed list is attached to closing package provided to title company.

Tax Reporting:

Retain records for tax or insurance purposes per applicable reporting schedules.

Common mistakes to avoid when preparing the list

Using vague descriptions such as 'all appliances' without itemizing brands and models invites post-closing disputes and differing interpretations.
Omitting serial numbers for appliances or electronics can prevent warranty transfers and complicate insurance claims after transfer of ownership.
Failing to sign or date the list on each page leaves gaps that opposing counsel may exploit in a contract dispute.
Not attaching photos or receipts reduces the evidentiary value of condition statements and weakens proof in claims or insurance reviews.

Risks and potential consequences of an incomplete or incorrect list

Contract Dispute: Post-closing claims over ownership or condition may lead to litigation.

Withholding Risk: Buyers may withhold funds if material items are disputed.

Tax Reporting: Incorrect valuation affects tax reporting and potential IRS issues.

Closing Delays: Missing notarization or signatures can delay or derail closing.

Invalid Transfer: Ambiguous language may nullify intended transfer of specific items.

Fraud Exposure: Misstated condition or serials can expose parties to fraud claims.

Real-world examples of items lists in real estate closings

These short case summaries illustrate how an items list was used in actual transactions to avoid disputes and speed closing.

Tim Martin — Martin Properties

Tim used a digital items list attached to sale contracts to record appliances and fixtures

The buyer signed online before closing
The clear list prevented a post-closing dispute about which appliances remained and streamlined the final walk-through process.

Brian Fitzgibbons — Optica Ventures LLC

Brian created a standardized template for furnished rentals to list included furniture and electronics

Tenants reviewed and signed electronically
Using the template reduced misunderstandings and provided consistent records across multiple properties.

Formats and supporting documents to include with the list

Preserve evidentiary detail by attaching standard supporting documents and saving signed copies in common formats.

Signed PDF

Export a final, signed PDF with an embedded audit trail so the document is portable and admissible in many proceedings.

Photos & Receipts

Attach dated photos and original receipts to prove condition and purchase dates for warranties or insurance.

Serial Lists

Provide a separate serial number spreadsheet for electronics or appliances to aid warranty transfers and lender collateral checks.

Supplemental Forms

Include property disclosure forms, addenda, or lease exhibits that reference the items list for complete transaction context.

Security and compliance features to check

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Access Controls: Role-based permissions and SSO options

Audit Trail: Timestamped events with IP and action logs

HIPAA: BAA required for protected health information

ESIGN / UETA: Meets ESIGN and UETA legal standards

Retention: Tamper-evident storage and exportable records

eSignature vendor comparison for signing and storing items lists

Comparison of basic pricing and key availability metrics for commonly used e-signature vendors; signNow is presented first per platform data sources.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Varies	Varies	Varies	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Varies	Varies	Varies	Varies
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently asked questions about items lists and e-signing

Answers to common legal, technical, and procedural questions when preparing, signing, and storing a Real Estate Items For Sale list.

Need help? Contact support

Can the list be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes when intent, consent, attribution, and record retention are met.
Are disclosures required with the list?
State property disclosure rules vary; include any statutorily required disclosures in the same package. Consult local disclosure statutes to ensure compliance.
Is notarization required for the items list?
Not usually required for a personal property list alone, but local practice or lender demands may require notarization; deeds and some transfer instruments do require a notary.
What if the buyer disputes an item after closing?
Use the signed list, photos, and receipts as evidence. Disputes may lead to escrow claims or litigation if the list is ambiguous or unsigned.
How do I correct an error on the signed list?
Prepare a written amendment signed by all parties or execute a new corrected list. Avoid handwriting corrections on an executed document without mutual initialing.
How long must I keep the signed list?
Retain documents at least three years for tax purposes (IRC §6501(a)), seven years for real estate matters in many practices, and longer where state or industry rules apply.

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