DEED TRANSFER
Own a home? Make sure you move it into your Trust.
Support and guidance to get your real estate assets transferred to your Trust.
Deed Transfer Service
$599 flat fee
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. Our expert team will guide you through the entire process of retitling your home, or other real estate, and ensure you can complete everything from the comfort of home.
Benefits
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Ensure your real estate is properly retitled in the name of your Trust
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Take the guesswork out of updating your deed
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Save the hassle of working with your county recorder
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Discuss steps needed to transfer other assets
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Work with experts to ensure your real estate is titled correctly
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Complete everything from home
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Expert guidance and support
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Take full advantage of one of the most important benefits of your Trust
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Ensure your heirs avoid probate court
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Money Back Guarantee
If you are unsatisfied with your completed documents, contact us within 30-days of your purchase to request a refund under our Refund Policy.
Expert guidance for your most important assets.
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 expert team will ensure you do it right.
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Schedule a call with our expert team to collect your information for the deed transfer
We will confirm your information and walk you through the deed transfer process.
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Complete deed transfer service
We’ve partnered with UDeed to handle everything you need to do to transfer your property into your Trust. With our support, UDeed will research, prepare, print, and file your deed with your local jurisdiction. All included in one flat fee.
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Get your Trust funding questions answered
Our expert team will take the time to understand your goals and answer all of your questions about your Trust funding process. We’ll follow up throughout the process to answer any questions you may have along the way.
How it Works
The easiest way to ensure your assets are protected by your Trust.
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Sign and notarize your Trust
To kick off the funding process you must have a complete signed and notarized Trust.
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Schedule your virtual appointment
Choose a time that’s convenient for you. Prior to your appointment we’ll send you a simple questionnaire to collect relevant information about your assets, to ensure you’ll get the most out of your time with your expert.
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Includes one complete deed transfer
We’ve partnered with UDeed to support you through the easiest and most streamlined way to retitle the deed to your home.
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.
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.
Included with your deed transfer service
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Dedicated experts, standing by to help throughout the process
Our expert team will help collect and confirm your information and be available to support you and answer questions throughout the process.
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Complete deed transfer
We’ve partnered with UDeeds to offer a complete deed transfer service. Once you confirm your details with us, UDeeds will research and prepare your deed and send to you sign. Once you sign, send it back in the included pre-paid envelope and the UDeeds team will file it with your county offices. Easy as that.
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Time to get your Trust funding questions answered
Our expert team will take the time to understand your goals and answer all of your questions about your Trust funding process. We’ll follow up throughout the process to answer any questions you may have along the way.
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Expert Support
Our team of experts will provide guidance and support throughout the entire process.
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
Get started today.
Book your appointment to get started.
Get started today.
Book your appointment to get started.
