SCOPING TREE ADVICE BEFORE A PROPERTY PURCHASE

Explain the purchase decision, relevant trees and time available when requesting advice. Agree what the consultant will assess and what information is outside that scope, so the resulting report can be read alongside other property enquiries.

Project/site:
Prepared by/date:
Version:

Purchase question
Describe the tree-related decision you need to inform.
Notes:

Available time
State the date by which advice is needed.
Notes:

Access authority
Identify who can arrange the site visit.
Notes:

Relevant trees
Mark trees and adjoining features involved.
Notes:

Other reports
List existing advice that may help define the enquiry.
Notes:

CHECKS
[ ] Confirm access before booking an inspection.
[ ] Ask which limitations will apply to the proposed assessment.
[ ] Share current documents without treating earlier conclusions as automatically current.

Outstanding questions:
Source references:
Review and next action:

Scope: Arboricultural advice is one part of a property enquiry; it does not replace legal, building or financial due diligence.

This is a general worksheet, not an automated application feature.
https://canopyapp.app/resources/tree-survey-for-property-purchases