Florida Lady Bird Deed (Enhanced Life Estate) Intake

Florida Lady Bird Deed (Enhanced Life Estate) Intake

This is a Florida Enhanced Life Estate (Ladybird Deed) document-preparation intake. The document-preparation fee is $175, with a 50% deposit due before preparation begins. Your intake is reviewed for completeness, the draft deed is prepared from the information you provide, and a protected or watermarked PDF draft may be delivered for your review. Legal advice, title work, tax advice, Medicaid advice, probate advice, and estate-planning advice are not included.
⚠️ Nonlawyer Disclosure & Work Order Agreement

I am not an attorney licensed to practice law in the State of Florida, and I may not give legal advice or accept fees for legal advice. The information and documents provided through this service are based solely on the information you supply.

If you need legal advice, interpretation of the law, or representation in court, you should contact a licensed attorney.

By submitting this form, you acknowledge:

You are requesting document preparation services only.

You understand that no attorney-client relationship is formed.

You are responsible for reviewing your documents for accuracy before signing.

Disclosure from Nonlawyer (Rule 10-2.2(c)(2), Rules Regulating The Florida Bar)

Jonathan Rexford told me that he is a nonlawyer and may not give legal advice, cannot tell me what my rights or remedies are, cannot tell me how to testify in court, and cannot represent me in court.

Rule 10-2.1(h) of the Rules Regulating The Florida Bar defines a paralegal as a person who works under the supervision of a member of The Florida Bar, an out-of-state lawyer engaged in the authorized practice of law in Florida, or a foreign lawyer engaged in the authorized practice of law in Florida and who performs specifically delegated substantive legal work for which the supervising lawyer is responsible. Only persons who meet the definition may call themselves paralegals. Jonathan Rexford informed me that he is not a paralegal as defined by the rule and cannot call himself a paralegal.

Jonathan Rexford told me that he may only type the factual information provided by me in writing into the blanks on the form. Except for typing, Jonathan Rexford may not tell me what to put in the form and may not complete the form for me. However, if using a form approved by the Supreme Court of Florida, Jonathan Rexford may ask me factual questions to fill in the blanks on the form and may also tell me how to file the form.

Every document prepared for you will state that it was completed with the assistance of: Jonathan Rexford, Nonlawyer Document Preparer and Florida Notary Public · 772-321-2290 · jonathan@notarynearmenow.com · www.NotaryNearMeNow.com
Typing-only notice: The document on this intake is not a Florida Supreme Court approved form. Jonathan Rexford may only type the information you give him in writing, exactly as you write it. Please answer every question in your own words. If a question does not apply to you, leave it blank.
- Full Name as it appears on the deed Grantor 1
- Grantor 1 — Former/Alternate Names (maiden, AKA)
- Grantor 1 Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Grantor 1 Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Grantor 1 Email
  example@example.com
- Marital Status
- Grantor 1 — If married and your spouse is NOT on the deed: spouse's full legal name
- Full Name as it appears on the deed Grantor 2
- Grantor 2 — Former/Alternate Names (maiden, AKA)
- Grantor 2 Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Grantor 2 Phone
  Please enter a valid phone number.Format: (000) 000-0000.
- Grantor 2 Email
  example@example.com
- Marital Status
- Grantor 2 — If married and your spouse is NOT on the deed: spouse's full legal name
- Property Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Property Parcel number
- County of Property
- Full Legal Description (exactly as prior deed)
- Current recorded deed
  
  Cancelof
- Is this your Florida Homestead?
- How should the beneficiaries hold title?
- If Tenants in Common, list the percentage shares for each beneficiary (must total 100%)
- If a beneficiary dies before the owner, who should receive their share?
- List any alternate/contingent beneficiaries and instructions
- Beneficiary 1 — Full Legal Name (exactly as it should appear on deed)
- Beneficiary 1 — Relationship to Owner (e.g., son, niece, friend)
- Beneficiary 1 — Mailing Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Beneficiary 1 — Email
  example@example.com
- Beneficiary 1 — Phone
  Please enter a valid phone number.Format: (000) 000-0000.
- Beneficiary 2 — Full Legal Name
- Beneficiary 2 — Relationship to Owner (e.g., son, niece, friend)
- Beneficiary 2 — Mailing Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Beneficiary 2 — Email
  example@example.com
- Beneficiary 2 — Phone
  Please enter a valid phone number.Format: (000) 000-0000.
- Beneficiary 3 — Full Legal Name
- Beneficiary 3 — Relationship to Owner (e.g., son, niece, friend)
- Beneficiary 3 Mailing Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Beneficiary 3 — Email
  example@example.com
- Beneficiary 3 — Phone
  Please enter a valid phone number.Format: (000) 000-0000.
- Optional Add-On Service: Florida mobile notary signing assistance
- Optional Add-On Service: Witness coordination for the deed signing
- Witness #1 Name (if providing your own)
  
  First NameLast Name
- Witness #1 Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Witness #1 Phone
  Please enter a valid phone number.Format: (000) 000-0000.
- Witness #2 Name (if providing your own)
  
  First NameLast Name
- Witness #2 Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Witness #2 Phone
  Please enter a valid phone number.Format: (000) 000-0000.
- If any optional add-on service is requested, provide the location (address or city) where signing will take place.
- Optional Add-On Service: County Clerk recording assistance
- What Happens Next
  
  1. Complete the intake form with as much accuracy and detail as possible.
  
  2. Your intake is reviewed for completeness.
  
  3. A draft deed is prepared from the information you submit.
  
  4. A protected or watermarked PDF draft may be delivered for your review.
  
  5. A 50% deposit is due before preparation begins, with the balance due at completion.
  
  6. Final execution-ready documents and any optional add-on services are released or arranged after payment.
- Scope of Service Disclosure
  
  This service is limited to nonlawyer document preparation only. The deed is prepared solely from the information you provide. Draft documents may be sent in protected or watermarked format for review. Final execution-ready documents and any optional add-on services are released or scheduled after payment. Please review the draft carefully for accuracy before signing, as you are responsible for confirming that all information is complete and correct.
  
  Legal advice, title work, tax advice, Medicaid advice, probate advice, and estate-planning advice are not included.
- Type your initials to confirm that you understand incomplete or unclear responses may delay preparation and that final execution-ready documents are not released until payment is received after document preparation services have been rendered.
- Draft Review, Approval, and Document Retention Policy
  
  Customer acknowledges that all drafts will be emailed as PDF files marked “DRAFT.” All corrections must be requested before giving final approval by email. Final payment is required before receiving completed documents. Working files are kept for 45 days. Copies of your signed disclosure and of all forms given to you are kept for at least 6 years, as Rule 10-2.2(c)(3) of the Rules Regulating The Florida Bar requires.
- I have read and agree to the Draft Review, Approval, and Document Retention Policy.
- Language (choose one)
- If you cannot read English: the language the notice was read to you in
- I have read the Nonlawyer Disclosure & Work Order Agreement above and received a copy of it.
- I understand a 50% deposit is due before preparation begins, with the balance due at completion.
- Price quoted to you by Jonathan Rexford ($)
  Enter the flat price you were quoted.
- Signature of Hiring Party
- Date
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearDate
- Should be Empty: