Estate Planning Deeds
General information only. This page is not a substitute for a deed prepared for your specific property and goals.
Why a deed sometimes comes up in estate planning
A deed is the legal document used to transfer ownership of real property. In estate planning, a deed can come up when real estate needs to be transferred into a trust as part of funding that trust, or when planning how real property should pass to someone in the future.
Why this isn't a do-it-yourself document
Deeds are recorded, public, and technical: the specific type of deed, the exact legal description of the property, and how it’s drafted and recorded can all affect whether it does what it was intended to do. A deed prepared or recorded incorrectly can create real problems for a plan later, sometimes without anyone noticing until it matters most.
For that reason, this page intentionally does not provide instructions for preparing or recording a deed yourself. That’s work to do with the firm, based on your specific property and goals.
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