This invention provides a method for non-professional real estate personnel to follow the correct procedures and either prepare the correct documentation or order the correct documentation form legal sources in order to be completely prepared to conduct a real estate transfer under a comprehensive range of possible real estate transactions. The method provides a flow chart for the user to follow, which, when used correctly reduces the complex nature of deciding which documents and procedures might be necessary to a simple process of asking questions, branching through the chart on the basis of the answers to those questions and recording the tasks encountered. After completing the flow chart, the user has a recorded list of required actions and documents which will represent the complete description of the subject transfer.