Deed Intake

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Set on Embed

trust_transfer_tf

Yes

trust_transfer_from_trust_tf

Yes

ep_deed_tf

Yes

ep_deed_type

grantor_type

One Married Couple

One Organization

One Trust

All Individuals

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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

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

01 – property_state_st In what state is the property located?

Is the property located in New York City?

Yes

transfer_tax_state_tf

Yes

transfer_tax_title

transfer_tax_exemption_statement_tf

Yes

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

omit_consideration_tf

Yes

divorce_tf

Yes

grantee_type

One Married Couple

One Organization

One Trust

All Individuals

set_trust_transfer_tf

Yes

trust_transfer_type

Transfer property from the to

Transfer property from to the

trust_transfer_to_trust_tf

Yes

property_deed_warranty

quitclaim

specwarranty

warranty

nowarranty

consideration

gift

actual

nominal

capital

divorce

trust_contribution

trust_distribution

transfer_tax_wv_quitclaim_exception_tf

Yes

transfer_tax_exemption_default_tf

Yes

show_transfer_tax_exemptions_tf

Yes

noconsideration_transfer_tf

Yes

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.

Please fill out other fields.

consideration_required_tf

Yes

consideration_nonmonetary_tf

Yes

nominal_consideration_state_tf

Yes

Warranty of Title

set_property_deed_warranty

Help Me Decide

Consideration

set_consideration

gift

actual

nominal

capital

divorce

trust_contribution

trust_distribution

Exemptions

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

This document is exempt from 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 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 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 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 . 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.

informational_return_state_tf

Yes

informational_return_title

show_informational_return_exemptions_tf

Yes

informational_return_exemption_statement_tf

Yes

transfer_tax_exemption_full (server-side)

transfer_tax_exemption_reason (server-side)

transfer_tax_exemption_statute (server-side)

transfer_tax_exemption_tf (server-side)

Yes

Informational Return Exemptions

Select the applicable informational return exemption for this transfer.

Please fill out other fields.

Current Owner(s) Transferring the Property

Grantors

Name	Physical Address	Actions

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

Maximum number of current owners reached.

Client Name

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Name

Gender

Male

Female

First Name*

Middle Name

(Optional)

Last Name

Name Suffix

(Optional)

Preferred First Name

Enter the name that this person prefers to be called in regular conversation. For example, a man whose legal name is “Robert” may go by the name “Bob.”

Other names?

Has this person used any other names or aliases (maiden name, spelling variation, initial variations) in legal documents?

Yes

Other Name(s)

Enter the other names here. If more than one, enter all names separated by “and.” For example, if the person’s name is Thomas Quincy Wallen and you want to list similar names, you would enter “Tom Q. Wallen and Tommy Wallen” (without quotes) in this field.

{:client_preferred_name}'s Personal Information

{:client_preferred_name}‘s State of Residence

A person’s state of residence is usually where they live and consider their permanent home, which is often the same as their address. But it’s not always the same because residency is based on where they intend to stay long-term, not just where they are living at the moment. If this person does not have a U.S. state of residence, select International.

{:client_preferred_name}‘s County of Residence

A person’s County of Residence is the county where that person is legally domiciled, defined as the place the person intends to return to after any absence and where he or she maintains a primary and permanent home.

{:client_preferred_name}'s Marital Status and History

What is {:client_preferred_name:fallback[this person]}‘s current marital status?

Select the marital status at the current time, regardless of any prior marriages or plans for marriage or divorce.

Spousal Ownership

Your state is a community property state. In these states, any property acquired during the marriage is generally considered jointly owned by both spouses—even if it’s titled in only one spouse’s name. There are exceptions for property received as a gift or inheritance.

If the property being transferred is community property, both spouses should be listed as owners. Under your state’s law, both spouses must sign the deed to transfer community property.

Does {:client_preferred_name:fallback[this person]}’s spouse also own the property being transferred?

Yes

Homestead Considerations

Is the property being transferred {:client_preferred_name:fallback[this person]}’s homestead?

Select Yes if the property being conveyed is used as this person’s primary residence or qualifies as their legal homestead under state law. If you’re not sure, answer based on how the property is used and titled. This affects whether certain signatures or consents are required on the deed.

Yes

Homestead Protections for Married Owners

In some states, even if the spouse doesn’t own the property, the spouse may still need to sign the deed to release homestead rights or comply with spousal joinder laws. If this applies, we recommend including the spouse’s signature to avoid issues with the transfer.

Should {:client_preferred_name:fallback[this person]}'s spouse sign the deed for homestead purposes?

Yes

Deeds from Married Owners

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calc_allprop_joinder_explanation

Should {:client_preferred_name:fallback[this person]}'s spouse sign the deed for homestead purposes?

Yes

{:client_preferred_name:fallback[this person]}'s Spouse's Name

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Name

Gender

Male

Female

First Name*

Middle Name

(Optional)

Last Name

Name Suffix

(Optional)

Preferred First Name

Enter the name that this person prefers to be called in regular conversation. For example, a man whose legal name is “Robert” may go by the name “Bob.”

Other names?

Has this person used any other names or aliases (maiden name, spelling variation, initial variations) in legal documents?

Yes

Other Name(s)

{:spouse_preferred_name}'s Personal Information

{:spouse_preferred_name}‘s State of Residence

{:spouse_preferred_name}‘s County of Residence

{:client_preferred_name}'s Contact Information

{:client_preferred_name}'s Physical Address

Enter a physical address. P.O. boxes are not allowed.

Street Address Address Line 2 (Optional) City State / Province / Region ZIP / Postal Code Country

Does {:client_preferred_name} use a different mailing address?

Select Yes to use a different mailing address than the physical address already listed.

Yes

{:client_preferred_name}'s Mailing Address

Enter the address where mail is received. P.O. boxes are allowed.

Street Address Address Line 2 (Optional) City State / Province / Region ZIP / Postal Code Country

Do {:client_preferred_name} and {:spouse_preferred_name} share the same address?

Yes

{:client_preferred_name}‘s Phone Number

Some state laws require a phone number to be included on legal documents, such as deeds to real estate. Phone numbers are collected for this purpose only and will not be used or shared without permission.

{:spouse_preferred_name}'s Contact Information

{:spouse_preferred_name}'s Physical Address

Enter a physical address. P.O. boxes are not allowed.

Street Address Address Line 2 (Optional) City State / Province / Region ZIP / Postal Code Country

Does {:spouse_preferred_name} use a different mailing address?

Select Yes to use a different mailing address than the physical address already listed.

Yes

{:spouse_preferred_name}'s Mailing Address

Enter the address where mail is received. P.O. boxes are allowed.

Street Address Address Line 2 (Optional) City State / Province / Region ZIP / Postal Code Country

{:spouse_preferred_name}‘s Phone Number

{:client_preferred_name}'s Health and Capacity

Does another person have legal authority to act on {:client_preferred_name:fallback[this person]}‘s behalf?

Answer Yes if another person will make legal or financial decisions and sign legal documents on behalf of this person.

Yes

Does {:client_preferred_name:fallback[this person]}'s spouse serve as the agent for {:client_preferred_name:fallback[this person]}?

Yes

{:spouse_preferred_name}'s Health and Capacity

Does another person have legal authority to act on {:spouse_preferred_name:fallback[this person]}‘s behalf?

Answer Yes if another person will make legal or financial decisions and sign legal documents on behalf of this person.

Yes

Does {:client_preferred_name:fallback[this person]}'s spouse serve as the agent for {:client_preferred_name:fallback[this person]}?

Yes

Trust Information

What is the name of the trust?

Enter the name of the trust as established by the trust instrument (for example, the trust agreement or a will). Do not include the date of the trust or the trustees, just the name of the trust.

What is the title of the trust agreement or other document that established the trust?

This is usually found at the top of the trust document—for example, Declaration of Trust or Revocable Living Trust Agreement. Enter it exactly as shown.

On what date was the trust originally established?

Enter the date of the trust was established. This is typically the date that the trust agreement was signed or the date that it became effective under a deceased person’s will. You can usually find this on the first or last page of the document.

Month

Day

Year

Has the trust ever been amended or restated?

Answer Yes if the title of the current operative trust agreement is an amendment or restatement of an earlier trust. If this is a new trust or one that has not been amended, answer No.

Yes

Amendments

List any amendments to the trust and the amendment date. If there is more than one amendment, use the (+) button to add additional amendments.

Amendment Title

Amendment Date

Trustees

Please identify all of the currently serving trustees of the trust. Only include trustees who are actively serving at this time.

Do not list any successor or alternate trustees who are named in the trust but are not currently acting as trustees.

Trustees

Name	Physical Address	Actions

Use the Add Trustee button below to add trustees.

Maximum number of trustees reached.

Trust Transfer Type

Local Jurisdiction Information

In what county or city is the property located?

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 , 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 attach the legal description 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

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.

Form of Co-Ownership

grantee_coownership

First Choice

Second Choice

Third Choice

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

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.

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

Beneficiaries (For Deed)

Beneficiaries

Name	Physical Address	Actions

Use the Add Beneficiary button below to add beneficiaries.

Maximum number of beneficiaries reached.

Preparer Information

Select the general documents to assemble:

trust

deed-trust

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 Method

Choose the delivery method. Select all that apply.

Browser

delivery_email

admin_email

Mapped Fields – Property-Specific

include_cities_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

property_tax_number_state_tf

Yes

property_tax_number_title

community_property_state_tf

Yes

homestead_statement_tf

Yes

homestead_spousal_joinder_state_tf

Yes

spouse_name_required_tf

Yes

allprop_state_tf

Yes

phone_number_required_tf

Yes

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

calc_combined_display_name_and

property_county_term

property_city

document_title

include_spouse_tf

Yes

show_homestead_tf

Yes

deed_grantors_embed_scenario

Deed Grantors

deed_grantees_embed_scenario

Deed Grantees

trustees_embed_scenario

Trustees

beneficiaries_embed_scenario

Beneficiaries

grantors_all_individual_tf

Yes

grantees_all_individual_tf

Yes

Mapped Fields – Property-Specific – Server-Side (Not Needed in Browser)

jtwros_standard_language_tf

Yes

jtwros_language

tbe_standard_language_tf

Yes

tbe_language

tic_standard_language_tf

Yes

tic_language

cpwros_standard_language_tf

Yes

cpwros_language

Calculated Fields – Property-Specific – Server-Side (Not Needed in Browser)

grantor_multiple_tf

Yes

grantee_multiple_tf

Yes

multiple_grantee_vesting

Product Fields

product_name