How to Fill Out a Trustee's Deed
- 1). Ensure that the transfer of property is legal and abides by all bylaws. For example, you cannot transfer some property -- like co-op apartments -- unless the bylaws allow such transfers.
- 2). Obtain a deed form that is commonly used in the state where the property is registered or located. Purchase the deed from an office supply store or the applicable organization, institution or regulatory body, or download one from a reputable website.
- 3). Use a typewriter or word processor to complete the deed, following the instructions on the form. In the top left corner, type the recording information (the name of the person requesting the recording and an address to mail the deed and tax statements). Type the date and the name of the current owner or owners, unless you are transferring only your share. Specify your interest or use the words "all interest in" if transferring only your share. List the new owner as "[Full Name], as trustee of [Name of Trust], dated [Month Day, Year]." Include the new owners' names and the letters "WROS" for jointly owned property held with right of survivorship, meaning that when the first owner dies, the successor owns the property outright. Include a legal description of the property.
- 4). Have the deed notarized.
- 5). File the paperwork with the regulatory body. For example, you should file real estate deeds with the land records office in the county and state in which the land is located. Pay the fee and ask that the county clerk to make a copy to keep in the public records and mail back your original with a reference number to show where to find the copy.
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