Deed Preparation Intake Form

Current Owner's Full Name(s):

Current Owner's Address:

City: County:

State: Zip Code:

Phone #: Email:

Subject Property Address:

City: County:

State: Zip Code:

Is there a mortgage on the property? Yes No

If yes, please provide the amount of the outstanding balance:

Deed Intake Form

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Marital Status of Owner(s): Single

If widowed, please list the name and date of death of said spouse:
DOD:

Please provide the names and relationships of the heirs to the estate of
the deceased spouse:

Heir #1:
Address:
City: State: Zip Code:
Telephone: Date of Birth:

Heir#2:
Address:
City: State: Zip Code:
Telephone: Date of Birth:

Heir #3:
Address:
City: State: Zip Code:
Telephone: Date of Birth:

Is this property homestead*? Yes No

* a house, outbuildings and adjoining land owned by a person or
a family and used as a residence

Citizenship Status: U.S. Citizen

Name of the person(s) or entity the property is being transferred

to ("Transferee"):

Marital Status of Transferee: Single

Deed Intake Form

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Transferee's Address:

City: County:

State: Zip Code:

Phone #: Email:

When do you want this transfer to take place:

Please briefly describe the reason for the transfer:

Deed Intake Form

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