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1031 Qualified Intermediary

Legal 1031 Exchange Services, LLC

Legal 1031 Exchange Services, LLC, headquartered in New York, is a prominent national qualified intermediary service provider and a division of Kensington Vanguard National Land Services. It operates under the umbrella of Truist Insurance Holdings, Inc., making it part of a significant banking and financial services network. The company emphasizes exceptional customer service, particularly for those new to 1031 exchanges, encouraging direct communication and providing a high level of individualized service.The company is led by experienced professionals, Todd R. Pajonas, Esq., and Matthew K. Scheriff, CPA, CES, who have over 25 years in the industry. Legal 1031 is also a continuing education provider accredited in several states, catering to attorneys, CPAs, and realtors.Security of exchangers' funds is a priority for Legal 1031. It ensures the safety of funds by using segregated escrow accounts for each transaction and offers the option of dual signature escrow accounts, enhancing security during fund withdrawal.Legal 1031 handles various types of exchanges, including delayed, simultaneous, reverse, and improvement exchanges, and prides itself on treating each exchange with utmost importance and personalized service.

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Services & Pricing

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Forward Exchange

Unknown

Improvement Exchange

Unknown

Reverse Exchange

Unknown

Coverage Area

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New York

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Who works at Legal 1031 Exchange Services, LLC?

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David J. Feeser, Esq.
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Matthew K. Scheriff, CPA
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Todd R. Pajonas, Esq.
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Business Info

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CES Certified

This business is a member of the Certified Exchange Specialists organization.

CES Certified

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Exchanges Completed

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Exchanges Completed

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Years of Experience

Number of years Legal 1031 Exchange Services, LLC has been in business.

Years of Experience

It is unclear how long Legal 1031 Exchange Services, LLC has been in business.

E&O Insurance

The amount of Errors & Omissions insurance coverage this business maintains.

E&O Insurance

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Surety Bond

The amount of Surety Bond coverage this business maintains.

Surety Bond

It is unclear if this business has a surety bond or how much coverage they maintain.

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