Annual easement monitoring report
Rules on this topic differ by state. Check your state's law before you use this template.
[Monitoring year] monitoring report: [Easement name]
Prepared by [Monitor name] for [Land trust name]. File number [Easement file number]. Property location: [Property location]. Landowner: [Landowner name]. Date of visit: [Visit date].
Before the visit
- Read the easement and the baseline documentation report.
- Read last year's monitoring report and any open follow-up items.
- Sent the landowner a visit notice and noted any reply.
- Packed maps, a camera or phone, and a copy of the restrictions.
How the property was viewed
- On foot
- From a vehicle on the property
- From a public road or neighboring land
- From the air or from aerial images
- Landowner or a representative came along
Describe the route you walked or drove and any part of the property you could not see, and why.
What you saw
For each item, note whether it matches the baseline, and describe anything new.
- Buildings, sheds and other structures
- Roads, trails, fences and gates
- Land use such as farming, grazing or timber harvest
- Water features, wetlands and stream banks
- Signs of dumping, mining, digging or fill
- Boundary markers and signs
- Invasive plants or other changes in vegetation
- Activity on neighboring land that may affect the property
Changes since the last visit
List each change, where it is, and whether it seems allowed under the easement terms. Do not draw legal conclusions here. Describe what you saw and flag questions for staff.
Photo record
| Photo number | Location or GPS point | Direction faced | What it shows |
|---|---|---|---|
Landowner contact
Note any conversation with [Landowner name], including questions asked, plans mentioned, or requests for permission.
Follow-up items
- No follow-up needed
- Send the landowner a thank-you or summary letter
- Ask staff to review a possible issue
- Schedule a second visit
- Update the stewardship record log
Sign-off
I visited the property on [Visit date] and this report describes what I observed to the best of my knowledge.
[Monitor name], Monitor
Date
Stewardship staff reviewer
Date
A starting draft, not legal advice. Have your attorney or agency review before use.