WealthBuilder 1031 Exchange Company, LLC was formed in 2009 by the attorneys of the Peterson Law Group. As licensed attorneys, we have the experience in real estate law that can provide you comfort that your 1031 tax deferred exchange is done correctly. Most other exchange agents are not attorneys and are not affiliated in any way with a law firm. In our office, an attorney oversees every transaction and prepares the 1031 exchange documents to make sure that things are done right. Moreover, an attorney is required to authorize financial transactions before they are completed.
We provide a one stop, turnkey 1031 exchange process with the professionalism, experience and speed you need to close your transactions. We serve as a qualified intermediary for 1031 tax deferred exchanges. We conduct many forms of 1031 like kind exchanges, including simultaneous exchanges, reverse exchanges, improvements exchanges, and delayed exchanges.
We also want to make the process as simple as possible. Because of that desire, our documents are available to be signed electronically. We also try to get any real estate closing documents to the title company or closing agent well in advance of your closing date. We never want to be the reason for a delay.
WealthBuilder 1031 Exchange Company LLC is insured and bonded to protect your funds. All funds are kept in liquid accounts so that you are free to close anytime you wish. All client funds are kept in segregated accounts under the client's tax identification number, and the bank will send your monthly statements directly to you. We want to be transparent about your money. Further, we have internal processes and controls in place to safeguard your 1031 funds between closings. Every transaction must be approved through a multi-step process involving multiple employees to safeguard your funds.
If you have questions about WealthBuilder 1031 Exchange Company or about the 1031 exchange process, please contact us at 888-508-1901 or through our online contact form.