Lady Bird Deed Intake Form

Who Is Completing This Form?

Please indicate whether you are the property owner or completing this form on behalf of the owner.
Choose the correct option:
Is the home owner capable of understanding and consenting to the notarization process?
Notarization requires the property owner to understand and consent to the deed, and to communicate in English or in Spanish with the notary. If language support or other accommodations are needed, let us know — we can help guide you through the right process.
Representative Name

First NameMiddle NameLast Name
Representative Phone
Please enter a valid phone number.Format: (000) 000-0000.
Representative Email
example@example.com
Property Details

Provide the information for the property (or properties) to be included in this Lady Bird Deed.
Number of owners on the current deed:
How many properties do you own? Need more than one Lady Bird Deed? Add a second property today and receive 25% off your second deed.
Property Address: #1

Street Address, (Enter the street address of the property. You do not need to provide the legal description; our team will obtain it from the county records.)

Street Address Line 2

CityState / Province

Postal / Zip Code
County where the property is located:
Is there a homestead exemption on this property? *
This means the home is your primary residence in the state of Florida, and you get a property tax break from the county you live in.
Property Address: #2

Street Address, (Enter the street address of the property. You do not need to provide the legal description; our team will obtain it from the county records.)

Street Address Line 2

CityState / Province

Postal / Zip Code
County where property #2 is located:
Is there a homestead exemption on Property #2 ? *
This means the home is your primary residence in the state of Florida, and you get a property tax break from the county you live in.
Property Owner Information
Mailing Address (for correspondence):

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Owner Information

Lady Bird Deeds are only available for properties owned by individuals — not by corporations or LLC's. All property owners must provide a valid, unexpired government-issued photo ID.Owner Identification
Enter the full legal name exactly as it appears on the ID. Include the middle name if listed.
Marital Status: For Owner #1
Owner Full Name * #1

First NameMiddle NameLast Name
Owner E-Mail * #1
example@example.com
Owner Phone Number * #1
Please enter a valid phone number.Format: (000) 000-0000.
Owner #2 Information
Marital Status: #2
Owner Full Name * #2

First NameMiddle NameLast Name
Owner E-Mail * #2
example@example.com
Owner Phone Number * #2
Please enter a valid phone number.Format: (000) 000-0000.
Owner #3 Information
Marital Status: #3
Owner Full Name * #3

First NameMiddle NameLast Name
Owner E-Mail * #3
example@example.com
Owner Phone Number * #3
Please enter a valid phone number.Format: (000) 000-0000.
Owner #4 Information
Owner Full Name * #4

First NameMiddle NameLast Name
Owner E-Mail * #4
example@example.com
Owner Phone Number * #4
Please enter a valid phone number.Format: (000) 000-0000.
Owner #5 Information
Owner Full Name * #5

First NameMiddle NameLast Name
Owner E-Mail * #5
example@example.com
Owner Phone Number * #5
Please enter a valid phone number.Format: (000) 000-0000.
Who Should Inherit the Property?

Enter the details of the person or people you’d like to inherit the property after your lifetime.Each beneficiary must be at least 18 years old.*
How Many Beneficiaries?
Choose Beneficiary Ownership Type *
Joint Tenants with Rights of Survivorship (JTWROS):

Each beneficiary receives equal shares. If one beneficiary passes away, their share automatically goes to the other beneficiaries on the deed, without going through court(probate).
Tenants in Common

Each beneficiary has their own share. If one passes away, their share goes to their heirs, not automatically to the other beneficiaries on the deed.
One Beneficiary

Select this if you are naming only one beneficiary. That person will receive 100% of the property after your passing.
Tenants by the Entirety

Select this only if the beneficiaries are legally married to each other. If one spouse passes away, the surviving spouse receives full ownership automatically. “This option is only if you have two beneficiaries that are married couples.”
Beneficiary Details

Enter the full legal name exactly as it appears on their ID. Include the middle name if listed.
Beneficiary #1 Full Name

First NameMiddle NameLast Name
#1 - Age 18+? *
Beneficiary #1 Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Beneficiary #2
Beneficiary #2 Full Name

First NameMiddle NameLast Name
#2 - Age 18+? *
Beneficiary #2 Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Beneficiary #3
Beneficiary #3 Full Name

First NameMiddle NameLast Name
#3 - Age 18+? *
Beneficiary #3 Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Beneficiary #4
Beneficiary #4 Full Name

First NameMiddle NameLast Name
#4 - Age 18+? *
Beneficiary #4 Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Beneficiary #5
Beneficiary #5 Full Name

First NameMiddle NameLast Name
#5 - Age 18+? *
Beneficiary #5 Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Would you like to add backup (contingent) beneficiaries?
Add backup beneficiaries in case your primary beneficiary passes before you.
Enter the full names of any backup (contingent) beneficiaries below.
Choose backup (contingent) beneficiaries Ownership Type
Anything Else We Should Know?
You can use this space to provide any additional details or comments.
How did you hear about Get Lady Bird Deed?*
Review & Confirm

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Who Is Completing This Form?

Property Details

Property Owner Information

Owner Information

Owner #2 Information

Owner #3 Information

Owner #4 Information

Owner #5 Information

Who Should Inherit the Property?

Joint Tenants with Rights of Survivorship (JTWROS):

Tenants in Common

One Beneficiary

Tenants by the Entirety

Beneficiary Details

Beneficiary #2

Beneficiary #3

Beneficiary #4

Beneficiary #5

Review & Confirm