Deed Transfers and Lady Bird Deeds
Real estate is often one of the most important assets in a Florida estate plan. A deed transfer or enhanced life estate deed, often called a Lady Bird deed, may help coordinate your home with your planning goals.
Serving Palm Beach County, Broward County, Miami-Dade County, Martin County, St. Lucie County, and throughout the rest of Florida.
Deed Planning Should Be Done Carefully
A deed can affect ownership, probate, homestead, taxes, Medicaid planning, title, financing, and family rights. A deed that seems simple can create problems if it is not coordinated with the rest of your estate plan.
Acacia Elder Law & Estate Planning assists with deed transfers and Lady Bird deed planning when appropriate based on your property and goals.
Deed Planning May Be Considered When
You may want legal guidance if:
You want to transfer a home into revocable trust
You want to avoid probate for Florida real estate
You are considering a Lady Bird Deed
You inherited or will inherit Florida real estate
You want to add or remove someone from title
You are planning for Medicaid or long-term care risks
You want to coordinate real estate with your will or trust
You are unsure whether a deed change could create tax, creditor, or family issues
How Acacia Elder Law & Estate Planning, PLLC Can Help
Review deed and property infomration
Discuss whether a Lady Bird deed, trust deed, or other transfer may fit your goals
Prepare deed documents when appropriate
Explain recording and post-recording steps
Coordinate deed planning with estate planning, probate, or Medicaid planning
Identify when title review or title company involvement may be needed
How our process works
Property and goal review
We review the current deed, ownership, homestead status, and your planning objective.
Planning analysis
We explain potential benefits and risks of the proposed transfer.
Draft deed
If appropriate, we prepare the deed and related documents.
Execution and recording guidance
We discuss signing, witnessing, notarization, recording, and record retention.
Helpful Information to Bring to a Consultation
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Current deed
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Property address and parcel information
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Mortgage or home equity loan information
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Estate planning documents
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Names of proposed recipients or trustees
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Medicaid or long-term care concerns
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Homestead or family occupancy concerns
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Do not worry if you do not have every document. We can help identify what is missing based on your situation.
Serving Palm Beach County and the Treasure Coast
Acacia Elder Law & Estate Planning serves clients in Palm Beach Gardens, Jupiter, West Palm Beach, North Palm Beach, Lake Worth, Boynton Beach, Delray Beach, Boca Raton, Stuart, Port St. Lucie, and throughout Palm Beach County, Martin County, St. Lucie County, Broward County, Miami-Dade County, and the rest of Florida when appropriate.
Talk With Acacia Elder Law & Estate Planning
If you are unsure what your family needs, the best next step is a consultation. We can review the facts, identify available options, and help you decide what legal path makes sense.
Frequently Asked Questions
What is a Lady Bird deed? A Lady Bird deed, also called an enhanced life estate deed, is a Florida deed planning tool that may allow a property owner to keep control during life while naming who receives the property at death.
Does a Lady Bird deed avoid probate? It may help avoid probate for that property if drafted and recorded properly, but it must be reviewed in context.
Can I just add my child to my deed? Adding someone to a deed can create tax, creditor, Medicaid, homestead, divorce, and family conflict issues. It should not be done without legal review.