Deed Intake

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property_state_st

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deed_type

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embed_property_state_st

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embed_deed_type

trust_transfer_type

Transfer property from the {:trust_name} to {:calc_combined_display_name_and}

Transfer property from {:calc_combined_display_name_and} to the {:trust_name}

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trust_transfer_tf

Yes

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grantor_trust_tf

Yes

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Admin Fields

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lex_intake_id

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lex_firm_id

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lex_provider_id

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lex_answers_id

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lex_client_id

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lex_matter_id

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Matter Type*

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provider_name_full

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provider_email

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Product Router*

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EP Link

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EP Token

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EP URL

State Information

In what state is the property located?

Local Jurisdiction Information

In what county or city is the property located?

Is the property located in New York City?

Yes

Is the property located within city limits?

Yes

Is the property located within a specific judicial district?

Yes

What is the judicial or recording district for the property?

Enter the district name exactly as it appears on the previous deed or other property documents. This ensures your new deed gets recorded in the right place. If you’re unsure, check the most recent deed or contact the local recording office.

City, Town, or Township

In Select State, it is customary or required to include the name of the local jurisdiction where the property is located. This helps identify the property’s location more precisely. In this section, tell us the type and name of the local jurisdiction listed on your deed.

What type of local jurisdiction is listed on the deed?

Check the current deed or property documents to see how the local jurisdiction is labeled and select the option that matches what appears. For example, if the deed says “Town of Lexington,” select Town here and enter Lexington below.

What is the name of the city, town, or township?

Enter the name exactly as it appears in the prior deed or public records. For example, if the deed says “Town of Lexington,” select Town above and enter Lexington here.

Legal Description of Property

Every deed must include a legal description—a precise written description that identifies the exact location and boundaries of the property. This is not the same as a street address. It’s a technical description used in legal documents to make sure there’s no confusion about what property is being transferred. You can either enter the legal description below or choose to attach it later as a separate exhibit.

How do you want to include the legal description of the property?

If you have it handy, you can copy and paste it here. If not, you can choose to attach it later as a separate page (Exhibit A) that will be added to the deed after it is prepared.

I will type or paste the legal description below

I will create the legal description separately and include it as an exhibit to the deed

Enter the legal description of the property

Copy the full legal description exactly as it appears in your current deed or official property records. This usually starts with something like “Lot 12, Block 3 of…” or includes a long description with measurements and landmarks.

What are the indexing instructions for the property?

Mississippi law requires a short location summary called “indexing instructions” near the top of every deed. This helps the county clerk know where to file the deed in the land records.

If your property is described by section, township, and range, list the quarter section, section number, township, and range (for example: NW ¼ of Section 14, Township 3 North, Range 7 West).

If it’s in a subdivision, list the lot number, block number (if any), and the name of the subdivision (for example: Lot 12, Block 4, Willow Creek Subdivision).

You can usually find this information in your current deed or property survey.

Property Address

Does the property have a street address?

Most properties have a mailing address assigned by the post office. If the property has an address, select Yes. If it does not (for example, undeveloped land or rural property without an assigned address), select No.

Yes

Property Address

Enter the full street address of the property being transferred, including the street number, street name, city, state, and ZIP code. This is used to help identify the property, but it is not the same as the legal description.

Street Address Address Line 2 City State ZIP Code

What is the property tax number or parcel ID for the property?

This is the number your county uses to identify the property for tax purposes. It may also be called a parcel number, tax ID, or PPIN. You can usually find it on your property tax bill or by searching your county’s online property records.

Current Owner(s) Transferring the Property

Grantors

Name	Actions

Use the Add Current Owner button below to add current owners.

Maximum number of current owners reached.

Full or Partial Ownership Transfer

The question below asks about whether the entire interest in the property is being transferred in this deed.

If all current owners are transferring everything they own, it’s considered a transfer of the entire property—even if each owner only holds a portion. If someone is keeping part of their ownership, or only transferring a share (like an undivided ½), it’s a partial interest transfer.

You can transfer all of the ownership or just a portion. Choose the option that matches what’s happening in this deed.

What portion of the property is being transferred?

The entire ownership interest in the property

A partial ownership interest (such as an undivided 1/2 or 1/3)

What is the fractional or percentage share of the property being transferred?

Enter the share being transferred in a simple format like 1/2, 1/3, or 50 percent.

We’ll use this information to describe the ownership interest being transferred. For guidance, imagine filling in the blank in this sentence:

“This document relates to an undivided ___ interest in the property.”

Be sure that the fractional or percentage interest fits that format. Don’t include extra words or symbols.

New Owner(s) Receiving the Property

Grantees

Name	Actions

Use the Add New Owner button below to add new owners.

Maximum number of new owners reached.

Form of Co-Ownership

How will the new owners co-own the property?

Joint tenancy with right of survivorship

Tenancy by the entirety

Community property

Tenancy in common

Should the deed include a right of survivorship?

Including a right of survivorship means that when one spouse dies, the other automatically owns the entire property without probate. This option is available only in community property states that allow community property with right of survivorship. If you don’t include it, the deceased spouse’s share will pass according to a will or state law instead.

Yes

Warranty of Title

set_property_deed_warranty

Help Me Decide

Consideration

What will the current owner(s) receive in exchange for the property?

Gift (no consideration received)

Actual purchase price

Nominal ($10.00 and other good and valuable consideration)

Transfer to the business as a capital contribution

Transfer pursuant to divorce decree

Transfer to trust

Transfer from trust

Enter the actual purchase price

Under {:property_state_st:fallback} law, deeds must usually state that some value—called consideration—was given in exchange for the property. To satisfy this rule, your deed will recite that the property is transferred for “the sum of Ten Dollars ($10.00) and other good and valuable consideration.” This standard language is widely accepted in {:property_state_st:fallback} and is designed to meet the legal requirement.

If you do not state the purchase price in the deed, you may have to file an additional document when you record it. In {:property_state_st:fallback}, you must either list the actual purchase price on the deed or submit a separate {:informational_return_title:fallback} so the taxing authority can calculate the transfer tax. This {:informational_return_title:fallback} is usually simple and, in some states, required even if the deed lists the price. If you want to avoid filing the return, change your answer to include the actual purchase price of the property.

North Dakota Consideration Statement

North Dakota law requires the deeds to include a statement, signed by the new owner or an agent of the new owner, about the amount paid (consideration) for the property. The questions below will determine whether an exemption applies. If not, the deed will include a space to enter the amount of consideration as required by North Dakota law.

The instrument is due to a transfer of ownership of property for which is given a quitclaim deed

The sale is between grantor and the grantee are of the same family or corporate affiliate, if known

The property is owned or used by public utilities

The property is classified as personal property (not real estate)

The sale is a result of a settlement of an estate (of a deceased owner)

The sale is from a forced sales, mortgage foreclosures, and tax sales

The sales is to or from religious, charitable, or nonprofit organizations

The instrument is used for when there is an indicated change of use by the new owners

The instrument is from a sale of property not assessable by law

The transfer of agricultural lands of less than eighty acres

The transfer is pursuant to a judgment

None of these apply

Select State Exemptions

Because you are transferring property pursuant to a divorce, we will include the following statement of exemption:

This document is exempt from Select State for the following reason: .

If that language accurately describes this situation, we recommend selecting Yes below to accept the default exemption provided. Otherwise, you can select No to review other exemption options.

Because you are transferring property to a trust, we will include the following statement of exemption:

This document is exempt from Select State for the following reason: .

If that language accurately describes this situation, we recommend selecting Yes below to accept the default exemption provided. Otherwise, you can select No to review other exemption options.

Because you are transferring property as a gift (with no money or other consideration exchanged), we will include the following statement of exemption:

This document is exempt from Select State for the following reason: .

If that language accurately describes this situation, we recommend selecting Yes below to accept the default exemption provided. Otherwise, you can select No to review other exemption options.

Because you are transferring property as a gift (with no money or other consideration exchanged), we will include the following statement of exemption:

This document is exempt from Select State for the following reason: .

This exemption only applies if the deed is a quitclaim deed. You may either change the warranty to quitclaim deed or decline to use the default exemption.

If the language above accurately describes this situation and you are using a quitclaim deed, we recommend selecting Yes below to accept the exemption. Otherwise, select No.

This section helps you determine whether the transfer is exempt from Select State . If it is, we’ll include—or help you include—the required exemption statement on the deed or a related document.

We were not able to identify a default exemption based on the information you provided. You can review the list of possible exemptions and select one manually below.

Do you want to use the default exemption shown above?

Select Yes if the exemption statement above accurately applies to your situation and you want it included with your deed. Select No if you’re unsure or prefer to review other exemption options.

Yes

Select the applicable exemption for this transfer.

– No Results –

Informational Return Exemptions

Select the applicable informational return exemption for this transfer.

– No Results –

Virginia Title Insurance Statement

In Virginia, if the deed is being recorded as part of a transaction involving title insurance, the deed must list the name of the title insurance company and the amount of coverage.

If you know that no title insurance is involved, choose the first option. If a policy will be issued, select the second so we can collect the required details. If you’re unsure, choose the third option.

Will title insurance be issued in connection with this deed?

No, title insurance will not be issued

Yes, title insurance will be issued

I don’t know whether title insurance will be issued

What is the name of the title insurance company issuing the policy?

Virginia law requires the deed to list the name of the title insurance underwriter if title insurance is being issued.

Enter the full name of the company providing the title insurance—for example, First American Title Insurance Company or Old Republic National Title Insurance Company.

If you’re not sure, check with your title agent or closing attorney.

Prior Deed Information

This section collects details about the deed that transferred the property to the current owner. Many states require this information to be included in the new deed to clearly show the chain of title. You can usually find these details on a copy of the previously recorded deed.

Who was the prior owner (or owners) who transferred the property to the current owner?

Enter the full name of the person or people who transferred the property to the current owner. You’ll find their names near the beginning of the prior deed, usually before the legal description. Use the names exactly as they appear in that document.

What is the title of the prior deed?

This is the type of deed that transferred the property to the current owner—usually titled Warranty Deed, Quitclaim Deed, or Special Warranty Deed. You’ll find it at the top of the prior deed, often in bold or capital letters.

What is the recording information for the prior deed?

Enter the official reference for the prior deed—usually an instrument number or a book and page number from the county land records.

You can find this on the first page or in the margin of the recorded deed. If both are listed, include both. This helps identify the exact document in the public record.

What was the signing date of the prior deed?

Enter the date the prior deed was signed by the person or people who transferred the property. This is usually found near the signature lines at the end of the deed. Use the full date, such as June 15, 2018.

Month

Day

Year

What was the recording date of the prior deed?

Enter the date the prior deed was officially recorded in the county land records. This is usually shown on the first page or in the margin of the recorded deed. Use the full date, such as June 20, 2018.

Month

Day

Year

California $75 Recording Fee and Trust Transfer Exemption

In California, many real estate documents are subject to an extra $75 recording fee under Government Code § 27388.1. This fee applies to deeds, deeds of trust, liens, easements, and similar documents, and it’s charged per parcel, per document, up to a maximum of $225 per transaction. The money goes to the state’s Building Homes and Jobs Trust Fund to support affordable housing.

However, there are several important exemptions, including:

Documents subject to the documentary transfer tax (like most sales of real property)
Transfers to or from government agencies
Instruments related to removing unlawful covenants
Transfers of a residential dwelling to an owner-occupier

The last exemption—“a transfer of real property that is a residential dwelling to an owner-occupier”—raises questions when the property is being transferred into a trust.

Although the statute doesn’t specifically mention trusts, many county recorders treat a transfer into a revocable living trust as exempt if the person transferring the property lives in the home and is also the trust’s settlor and beneficiary. In other words, if the person is just putting their own home into their own trust and still lives there, that’s often treated the same as an owner-occupier transfer.

This interpretation isn’t guaranteed statewide—it may vary by county. If no exemption is claimed or accepted, the $75 fee will apply.

Summary:
If you’re transferring your home into your own trust and you still live there, you’ll likely qualify for the exemption.

Which of the following applies to this deed for purposes of the California $75 recording fee?

Document is a transfer of real property subject to the imposition of transfer tax.

Document is a transfer of real property that is a residential dwelling to an owner‐occupier.

Document is recorded in connection with an exempt transfer of real property (i.e., subject to transfer tax or owner‐occupied).

The maximum fee of $225 per transaction is reached.

None of these apply

Reservations and Exceptions

This section covers any items that remain with the owner(s) transferring the property or are excluded from the transfer. A reservation keeps certain rights or interests (like minerals or easements) for the current owner. An exception excludes specific issues or encumbrances (like existing liens or prior easements) from the transfer or warranty. These details help ensure the deed accurately reflects what is (and isn’t) being conveyed.

The clause below will be included in the deed. Although you are free to do so, we do not recommend making changes to this clause unless you have experience with drafting deeds to real estate and understand the legal implications of the changes.

Reservations and Exceptions

Beneficiaries (For Deed)

Beneficiaries

Name	Physical Address	Actions

Use the Add Beneficiary button below to add beneficiaries.

Maximum number of beneficiaries reached.

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signing_state_st

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signing_county_cy

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signing_date_dt

MM slash DD slash YYYY

Preparer Information

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preparer_name_full

Gender*

Male

Female

First Name*

Middle Name

(Optional)

Last Name*

Name Suffix

(Optional)

Firm or Company (Optional)

Preparer Address*

Street Address Address Line 2 City State ZIP Code

Phone*

Preparer Licensure and Return Options

Is a licensed attorney?

Yes

What is 's bar number? (Optional)

Use the full context. For example, if ‘s Texas bar number is 12345, enter “Texas Bar No. 12345” instead of just “12345.”

Where should recorded documents be mailed?

Note that property tax statements may be returned to the same address where the documents are returned.

Return the documents to at the address previously listed

Return the documents to a different address

Return Address

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Name

Gender*

Male

Female

First Name*

Middle Name

(Optional)

Last Name*

Name Suffix

(Optional)

Firm or Company (Optional)

Return Address*

Street Address Address Line 2 City State ZIP Code

Submit

assembly_options

Deed

Trust Transfer Deed

Fix formatting errors?

Our software will look for items like improper capitalization and attempt to correct them. If you would like to turn this feature off, select No. It is usually best to leave the answer as Yes.

Yes

File Format

PDF files do not require word processing software like Microsoft Word, making them easier to view across different devices. The disadvantage of PDF files is that they are difficult to edit after assembly. In contrast, Microsoft Word files can be opened and edited in Microsoft Word or compatible software, allowing changes to be made to the document after it is created.

PDF (.pdf) files

Microsoft Word (.docx) files

delivery_email

admin_email

Mapped Fields – Property-Specific

include_cities_state_tf

Yes

vesting_county_tf

Yes

prior_deed_information_state_tf

Yes

grantee_trust_beneficiary_state_tf

Yes

grantor_trust_beneficiary_state_tf

Yes

quitclaim_deed_state_tf

Yes

qcd_deed_title

nwd_deed_state_tf

Yes

nwd_deed_title

swd_deed_title

gwd_deed_title

ele_deed_title

tod_deed_title

phone_number_required_tf

Yes

property_tax_number_state_tf

Yes

property_tax_number_title

community_property_state_tf

Yes

community_property_survivorship_state_tf

Yes

tbe_state_tf

Yes

jtwros_state_tf

Yes

homestead_spousal_joinder_state_tf

Yes

spouse_name_required_tf

Yes

allprop_state_tf

Yes

homestead_statement_tf

Yes

transfer_tax_state_tf

Yes

transfer_tax_exemption_statement_tf

Yes

transfer_tax_title

transfer_tax_exemption_trusts_tf

Yes

transfer_tax_exemption_trusts_text

transfer_tax_exemption_divorce_tf

Yes

transfer_tax_exemption_divorce_text

transfer_tax_exemption_noconsideration_tf

Yes

transfer_tax_exemption_noconsideration_text

informational_return_state_tf

Yes

informational_return_title

informational_return_required_mc

Always

Only if consideration is not stated on the deed

If an exception or exemption does not apply

Never

informational_return_exemption_statement_tf

Yes

nominal_consideration_state_tf

Yes

omit_consideration_tf

Yes

consideration_required_tf

Yes

consideration_nonmonetary_tf

Yes

Calculated Fields – Property-Specific – Client-Side (Used in Browser)

property_county_term

property_city

document_title

grantee_trust_tf

Yes

property_deed_warranty

quitclaim

specwarranty

warranty

nowarranty

consideration

gift

actual

nominal

capital

divorce

trust_contribution

trust_distribution

noconsideration_transfer_tf

Yes

show_informational_return_exemptions_tf

Yes

show_transfer_tax_exemptions_tf

Yes

transfer_tax_exemption_default_tf

Yes

transfer_tax_wv_quitclaim_exception_tf

Yes

show_coownership_tf

Yes

show_prior_deed_information_tf

Yes

show_trust_beneficiaries_tf

Yes

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grantor_embed_scenario

Deed Grantors

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grantor_type

One Individual

One Married Couple

One Organization

One Trust

Multiple

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grantors_all_individual_tf

Yes

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grantor_total_entries

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grantee_type

One Individual

One Married Couple

One Organization

One Trust

Multiple

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grantees_all_individual_tf

Yes

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grantee_total_entries

This field is hidden when viewing the form

grantee_embed_scenario

Deed Grantees

Product Fields

product_name