Property transfers
Putting real property in a trust
The single most commonly skipped step in an estate plan, and the most expensive one to skip.
Signing a trust does not move the house into it. A trust transfer deed has to be prepared and recorded, and until it is, the property will go through probate whatever the trust says.
Transferring a residence into your own revocable trust is not a change in ownership for assessment purposes, so it carries no tax consequence. There is no reason to leave it undone.
What this involves
- Trust transfer deeds
- Confirming what the trust already holds
- Property bought after the trust was signed
- Refinancing and what it does to title
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Also in property transfers
Who does this work

