Deed Processing Assistance
DEED PROCESSING PROGRAM OVERVIEW
The purpose of the Deed Processing Program is to facilitate members'
ability to interact with each other on a uniform, predictable and efficient
basis.
The best way to get started is for each law firm to create a form that
will be used by the members that need deeds processed in another state.
The form will outline all of the specific items, documents, information
and payment methods required by that law firm to perform the deed work
being requested. Some content ideas are given below.
As you create your Deed Processing Form, keep in mind that you want to be specific. Include your realistic "turn around time," payment methods and fees involved. Be sure to include a thorough description of what is included for the fee. If applicable, add additional charges and their amounts.
SAMPLE "DEED PROCESSING" CONTENT
Law Firm of Jill Jolson
3455 Hebron St.
Gastonion, IL 82400
Phone: 325-333-3432
Fax: 325-333-3433
E-mail: jill@lawfirm.com
Dear Academy Member:
Our law firm turn around time will be approximately two weeks from the date the completed information is received. In order for us to accommodate your request for preparing deed(s) for your client, we need the following information:
- The last recorded copy of deed or probate order, whichever is applicable.
[The "Deed" may be: Quitclaim, Grant or Warranty Deed. A
Deed of Trust or Deed of Reconveyance does not show title to the property
and cannot be used in place of a Grant Deed, Quitclaim Deed or Warranty
Deed].
- A full, property address and legible legal description of property.
- A copy of a tax bill which shows the parcel number.
- The county of signing and a sample of notarial wording.
- If Affidavit of Death of Joint Tenant is needed, provide Certified
Death Certificate.
- For preparation of Assignment of Deed of Trust, provide copy of
last recorded Deed of Trust.
- A copy of Certificate of Trust - Summary
- Our fee for deed processing is [insert cost here] - to be sent with
deed request.
- Recording fees are typically [insert cost here], we will notify
you as soon as possible if the fee is different - to be sent with
deed request.
- Any additional work (letters, etc.) requested will be billed at the hourly rate of [insert cost here] per hour. We will notify you if additional work is required.
Please provide the following information:
Academy Member
Contact Person
Phone Number
Fax Number
Email Address
Client Name
Name of the Living Trust
Name on Deed
Client's Marital Status
If property is owned by one spouse, does it remain separate property
in the trust?
Client's Address
County of Signing
State of Signing
Amount of space you need for Notary Seal/Stamp
Payment Information:
Check Enclosed
Credit Card Number/expiration date
“When I joined the Academy in 1995, I had a business practice which included corporate and securities law, business litigation and estate planning. Upon joining the Academy, I mostly jettisoned everything except estate planning, which we dove into full bore. Within 90 days I had all the estate planning business I could handle. This would have been impossible without the Academy. They showed me how to set up staff and how to market. They gave me a superb client contact database which still allows me to access and use everything I could possibly want to know about all of our clients and prospects. They gave me the necessary training and tools to create estate planning documents that are without peer. At least twice a year at our events, they gave me quality education that is superior to what I could have received anywhere else because it was geared toward my specific practice, and delivered by speakers who understood my practice.”
Wes G. — Kentucky Member