Prepare for an initial consultation
Timeshare resale document checklist
Compare the ownership being offered, the usage that transfers and the dated costs. A resort brochure can explain a destination; it cannot establish the details of an individual resale.
Print this page using your browser and fill it in for each ownership you compare. This worksheet does not submit or save information. Leave unknown items blank and use them as questions during an initial consultation.
1. Identify the same ownership on every record
- Exact legal resort or program: match the deed, contract or ownership certificate with the listing name. Record the tower, phase or section where applicable.
- Type of interest: establish whether the offer is a resort week, points allocation or another contract structure. Record annual or alternate-year use.
- Accommodation: record bedrooms, view and any lockoff category. A representative resort photo does not confirm the specific unit.
Resort / program / tower / phase: MLS reference / ownership type / use frequency:
2. Reconcile the usage that will remain
- Ask for the use year, points or week allocation, and the next available use.
- List reservations, banked, borrowed or previously used allocation that could affect what a buyer receives.
- Ask whether a reservation transfers separately and whether a proposed stay can be requested under the applicable booking rules. Do not treat a requested date as a confirmed reservation.
Usage statement date / next available use: Reservations and balances to confirm:
3. Put a date and billing period beside every fee
- Request the latest recurring bill. Note its fee year, amount, currency and billing period; alternate-year usage does not by itself establish when bills are due.
- Separate the asking price from recurring dues and from any separately billed club, exchange, reservation or stay charges.
- Ask for a written transaction breakdown identifying closing and transfer charges, any applicable taxes and which party pays each item.
- Ask whether outstanding balances or assessments affect the transfer. An asking price is not a completed-sale valuation.
Bill year / amount / currency / billing period: One-time costs / responsible party / outstanding questions:
4. Separate resort access from additional benefits
- Ask which reservation rules apply to the precise ownership, including home-resort or program priority and current availability.
- Obtain written confirmation of any claimed network, exchange, status or loyalty benefits that transfer to a third-party buyer.
- Ask whether consent, a right of first refusal or a program transfer review applies, and who will confirm completion.
- Read the actual agreement for its payment, cancellation and transfer conditions. The worksheet does not replace those terms or quote a guaranteed closing time.
Program / document and version date / person confirming: Benefits or restrictions still unconfirmed:
5. Bring the gaps to the right team
Buyers: ask Dana about the ownership you are comparing. Sellers: ask Laura for an initial consultation. Include the resort or program and an MLS reference when available. Share documents only through the channel the team requests and redact unnecessary account or financial identifiers.
Choose a resort or program guide for property-specific questions before your consultation.
Source and scope
The FTC’s timeshare and vacation-club guidance explains the importance of checking costs, contracts and resale claims. Use current ownership and program documents to answer the transaction-specific questions above. This is editorial preparation, with no individual staff review or listing verification represented.