1. Collect the property story
Capture the tract basics, current use, improvements, access, water, utilities, documents, ownership context, timing, and the decision the owner is trying to make.
2. Classify each item
Keep four categories distinct: owner-reported facts, public-source context, documented property evidence, and open questions. This prevents a convenient data point from being presented as more certain than it is.
3. Prioritize by decision impact
Put the items most likely to affect the owner’s next decision first: authority to sell, legal access, boundary and title questions, water, material restrictions, major improvements, current use, and timing. Lower-impact cosmetic work comes later.
4. Make the boundary visible
The review does not inspect the property, verify title or boundaries, test systems, determine legal rights, provide tax advice, or form an opinion of market value. It prepares the factual agenda for people who are qualified to do that work.