Florida Lady Bird Deed
π Lady Bird Deed (Enhanced Life Estate Deed)
A Lady Bird Deed allows you to transfer your property to a beneficiary upon your deathβwithout going through probate. You retain full control during your lifetime and can sell or revoke the deed at any time.
Perfect for: Estate planning, avoiding probate, keeping Medicaid eligibility.
Perfect for: Estate planning, avoiding probate, keeping Medicaid eligibility.
β Avoid probate
β Retain full ownership
β Immediate transfer on death$499This Deed Requires a Call with an Attorney which is Inculded in the Price.
FAQs
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What is a Florida Lady Bird Deed?
A Lady Bird Deed allows a property owner to:
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Transfer property automatically to beneficiaries upon death
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Avoid probate
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Retain full control of the property during their lifetime (can sell, refinance, revoke)
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Remain eligible for Medicaid planning purposes (in most cases)
π Eligibility Requirements for Using a Lady Bird Deed
You can use a Lady Bird Deed in Florida if:
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The property is located in Florida
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You are the sole legal owner (or co-owners agree to transfer interest)
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You want to name one or more remainder beneficiaries (grantees)
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You want to retain a life estate with enhanced rights
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You are not subject to a court restriction or lien that prevents transfer
π Information Required to Prepare a Florida Lady Bird Deed
πΉ Grantor (Property Owner) Information
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Full legal name(s)
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Mailing address
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Marital status
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Signature(s) must match how the name appears on the current deed
πΉ Grantee (Remainder Beneficiary) Information
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Full legal name(s) of beneficiary or beneficiaries
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Relationship to grantor (optional, but helpful)
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Address (recommended for recording and notice purposes)
πΉ Property Information
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Street address of the property
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Legal description from current deed (exact wording required)
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Parcel or tax ID number (optional but helpful)
π Required Documents
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Florida Lady Bird Deed document β properly drafted and notarized
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Current deed or title for reference (to ensure accuracy of legal description)
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Self-addressed stamped envelope (if mailing recording documents)
Prepared deed should state that the grantor retains a life estate with full powers, including the right to sell, mortgage, or change beneficiaries.
ποΈ Signing and Execution Requirements
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Deed must be signed by the grantor(s)
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Must be notarized
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Must have two witnesses (in addition to the notary)
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All signatures must be original (wet ink), no electronic signatures for recording
ποΈ Recording the Deed
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Take or mail the signed deed to the Clerk of Court/County Recorder in the county where the property is located
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Pay the recording fee (typically $10β$20 for first page, plus $8β$10 per additional page)
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Ask for or request a certified copy of the recorded deed
π‘ Important Considerations
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The Lady Bird Deed is revocable by the grantor during life
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It does not affect homestead rights or property taxes
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It avoids probate but still qualifies as a completed transfer upon death
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It may impact Medicaid estate recovery planning β legal advice recommended
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It is not affected by the granteeβs creditors during the grantorβs life
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Checklist Summary
β Full legal names of owner(s) and beneficiary(ies)
β Accurate legal description from current deed
β Proper deed language with life estate reservation
β Deed signed, notarized, and witnessed
β Deed recorded with county clerk
β Certified copy of recorded deed received
β Accurate legal description from current deed
β Proper deed language with life estate reservation
β Deed signed, notarized, and witnessed
β Deed recorded with county clerk
β Certified copy of recorded deed received