Deed & Property Transfers
Make sure the assets you planned for are actually connected to your trust.
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Priced by what you actually have.
The Deliverables
Transfer Real Estate Into the Proper Structure
Creating a trust or LLC does not automatically change ownership of your real estate. We prepare the appropriate deed to move qualifying property into the structure that is intended to own it.
Prepared deed using the appropriate Warranty Deed, Quitclaim Deed, Grant Deed, or other applicable deed type based on the property and jurisdiction.
Handle the Required Property Transfer Documents
Real estate transfers may require additional state- or county-specific forms beyond the deed itself. We prepare the applicable documents needed to complete the transfer.
Applicable state forms, disclosures, and transfer documentation.
Properly Record the New Ownership
Once the deed has been signed and notarized, we handle submission to the appropriate county recorder so the property transfer becomes part of the public record.
County filing and recording of the executed deed.
Receive Proof the Transfer Is Complete
You receive the finalized deed showing the completed ownership transfer for your estate planning and personal records.
Executed deed and recorded deed in PDF or original form, as applicable.
Move Business Interests Into Your Trust When Needed
Funding an estate plan can also require changing ownership of an LLC, corporation, or other business interest. Where applicable, we prepare the internal documents needed to formally transfer that ownership into the trust.
Membership Transfer Agreement, Stock Transfer Agreement, or equivalent ownership-transfer document, plus Action Minutes documenting the change.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.