ESTATE PLANNING

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Secure Your Future with Comprehensive Estate Planning

Estate planning is more than just a legal formality; it's a cornerstone of ensuring your family's financial security and fulfilling your final wishes. By creating a well-structured estate plan, you're not only protecting your assets but also providing peace of mind for yourself and your loved ones.

Our comprehensive estate planning services encompass a range of essential documents, including:

  • Last Will and Testament: Clearly outline your desired distribution of assets upon your passing.

  • Power of Attorney: Appoint a trusted individual to manage your financial affairs if you become incapacitated.

  • Healthcare Directives: Express your wishes regarding medical treatment in case of terminal illness or incapacity.

  • Lady Bird Deed: Transfer property ownership upon your death while retaining control during your lifetime.

With our expert guidance, we'll help you navigate the complexities of estate planning and create a plan that aligns with your specific needs and goals.

Don't delay in protecting your legacy. Contact us today!

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How to Sign and Record a Lady Bird Deed in Florida

Signing the Lady Bird Deed:

  1. Grantor's Signature: The property owner (grantor) must sign the deed in the presence of two witnesses.

  2. Witness Signatures: These witnesses must also sign the deed in the presence of the grantor and the notary public. The grantee or notary cannot be a witness to a Lady Bird Deed in Florida

  3. Notarization: The grantor's signature must be notarized by a notary public. The notary public will verify the grantor's identity and witness their signature, along with the witnesses.

Recording the Lady Bird Deed:

Option 1: In-Person Recording:

  1. Obtain Necessary Forms: Contact your county clerk's office to obtain the required recording forms. You may also be able to download them from the county's website.

  2. Complete the Forms: Fill out the required forms, including the Real Property Transfer Information Sheet and any other applicable forms.

  3. Pay Recording Fees: The recording fees vary by county. Contact your county clerk's office to determine the exact fees.

  4. Submit Documents: Take the original signed Lady Bird Deed, the completed forms, and the payment to your county clerk's office.

  5. Provide a Return Address: Indicate where you want the recorded deed to be returned after the recording process is complete.

Option 2: Online Recording:

  1. Check County's E-Recording Services: Many Florida counties offer e-recording services. Contact your county clerk's office to determine if they offer this service and for specific instructions.

  2. Create an Account: Create an account on the county's e-recording portal.

  3. Upload Documents: Upload scanned copies of the signed Lady Bird Deed and the required forms to the e-recording portal.

  4. Pay Fees: Pay the recording fees online using a credit card or electronic check.

  5. Submit Documents: Submit the documents for review and recording.

Additional Tips:

  • County-Specific Rules: Each county in Florida may have specific rules and procedures for recording deeds. Contact your county clerk's office for the most accurate information.

  • Document Retention: Keep a copy of the recorded Lady Bird Deed for your records.

By following these steps, you can successfully sign and record your Lady Bird Deed in Florida.