Can you ethically survey your own property? Can you prepare survey for closing?
The basic conundrum is: Can't ethically survey something in which one "has an interest," meaning ownership or participation in a deal where one's remuneration is somehow tied to the value of the property. That means for every transaction, we take only a professional fee, neither tied to nor correlated with the increase in value of the property being surveyed. (Goes against the "Value Pricing" sometimes mentioned here.) Apparently a professional can profit from providing service to the interest of another, but not from having an interest themselves. The law in my state says "conflict of interest is bad, mmmkay" UNLESS THE INTEREST IS DISCLOSED and the parties potentially affected agree to it. Then it's game on. If the survey is done correctly they have nothing to sue about later because they accepted the disclosure. Theoretically.
My current "hobby survey" project, they are willing to trade an option to buy for the surveying, and willing to finance any plan that gets something built, and willing to percentage ownership of a multi-unit site. I've done enough research as a potential buyer to know that there is probably another acre there if I spend a week at the archives and run the deeds all the way back to the patents (1870s). Yet I haven't moved forward, because I'm not confident that I have the correct answers about conflict of interest. Same with my mom's house. Same with her adjacent neighbors who all want surveys. My answer is always "Yeah I dunno, potential conflict of interest, let me read up on it some more." It's interesting to see both perspectives in the discussion here.
I keep thinking about Dan Beardslee's book, and the idea that surveyors are not respected as a profession because we generally haven't run successful businesses. Perhaps we are leaving money on the table because we only take a professional fee and not an interest in the deal, and we don't take an interest in the deal because of superstitions about conflict of interest. Could I be raking it in from these deals simply by printing a form letter, "To whom it may concern, I have an interest in the property I am surveying for this deal. Best Regards." ?
I've taught survey ethics for a decade and never recommend surveying property we own or are about to purchase. It's not a matter of competence but rather perception. The optics are dreadful. We work in the public, and when financial considerations are at play, the public assumption will always be that the interested party cannot be unprejudiced when it comes to matters they have an interest in. And of course running a property line always entails the interest of at least two parties. The major takeaway here is--as a number of folks have commented--if your survey were challenged by a third party, the immediate assumption would be that the surveyor could not be neutral.
I have surveyed property I've bought and also had others survey it for me. In hindsight, I wish I had never surveyed my own property. It's really not worth the stress of even worrying about, because you never stop thinking "what if" I missed something that comes back to bite me.
just my .02
There has been little differentiation in this thread between surveying the property for your own satisfaction, versus setting monuments, filing the survey and/or giving it to another party in the transaction. I would measure the property and if I found discrepancies hire someone to do the official survey.
Setting monuments, filing, or passing on the survey opens one to all the negatives cited in the thread.
I see no reason a person shouldn't survey a property they own, are buying, or selling to see if there are any problems, without doing those things. If by your laws a professional surveyor can't measure anything without filing a survey, that would bring us back to the big issue.
I have done it several times in FL and GA with no issues. Last time was Sept 2018 in FL.