DEED TRANSFER

Complete Deed Transfer Services

Support and guidance to get your real estate assets transferred to your Trust.

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Deed transfer with uDeed

$265 per deed (plus local recording fees)

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To get the full benefit and protection of your Trust, your home will need to be retitled in the name of the Trust. This can be a complicated, time consuming, and often confusing process to accomplish on your own. We have partnered with uDeed to provide our members access to an expert team  so they can complete everything from the comfort of home.

Log in to your account to get started.

Benefits

  • Ensure your real estate is properly retitled in the name of your Trust

  • Take the guesswork out of updating your deed

  • Save the hassle of working with your county recorder

  • Work with experts to ensure your real estate titled correctly

  • Complete everything from home

Expert guidance for your real estate needs.

To get the full benefit and protection of your Trust, your home will need to be retitled in the name of your Trust. This can be a complicated, time consuming, and often confusing process to accomplish on your own. Working with our partners at uDeed will ensure you do it right! 

  • Schedule a call with a representative from Udeed to collect the required information

    They will confirm your information and walk you though what to expect.

  • Complete deed transfer service

    We’ve partnered with uDeed to handle everything you need to do to transfer your property into your Trust. uDeed will research, prepare, print, and file your deed with your local jurisdiction.

  • While Udeed works on your Real Estate, be sure to transfer your other assets to your Trust!

    Funding Guide: How to Fund a Trust

How it Works

The easiest way to ensure your assets are protected by your Trust.

  • 1

    Sign and notarize your Trust

    To kick off the funding process you must have a complete signed and notarized Trust.

  • 2

    Schedule your virtual appointment with uDeed

    Choose a time that’s convenient for you. On the day of your appointment, be sure you have a signed copy of your Trust available to reference.


  • 3

    Complete your consultation appointment

    Have confidence your real estate will be transferred accurately and  efficiently by trusted experts.


Trust & Will Estate Planning Family

Ensure you receive the full benefits of your Trust

To get the full benefits of your Trust, you’ll need make sure that your assets such as your home & financial accounts are transferred into the Trust. This means that those assets need to be retitled so that the Trust is the owner. When the Trust is the owner, it allows the assets to pass seamlessly to your beneficiaries as you’ve stated in your Trust. Don’t worry, since you are the primary trustee of your Trust, you still own everything, the same way you do now.

Trust & Will Estate Planning Family

What does it mean to transfer a deed into my Trust?

For most people, your home (or other real estate) is the most valuable asset you own. In order for your home to benefit from the full protection of your Trust it must be transferred into the Trust by retitling the deed into the name of the Trust. If you think of your Trust like a box, the box is empty is until you move things into it. Once you move things into your Trust (the box) they will receive the full protection and benefits of being inside your Trust. Don’t worry, as primary Trustee of your Trust, you still own everything in the Trust.

The most trusted name in online estate planning.

We’re proud to be a category leader in estate planning on Trustpilot. Don’t take our word for it, check out what our members have to say about us.


Your dedicated support team.

Questions about your plan? Don’t rely on googling or guesswork—your support team is on the case. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.


We’re available:


• Monday-Friday 7am-5pm PT
• Saturday 7am-2pm PT

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