Lady Bird Deed Service Intake Form

Lady Bird Deed Service Intake Form

Begin your Enhanced Life Estate Deed (Lady Bird Deed) process with Beaches Notary and Apostille Service. Complete this form to provide the information needed for custom deed preparation. If you have questions, contact us at (561) 421-0866 or email us at info@beachesnotaryservice.com.
SECTION 1.

DISCLOSURE FROM NONLAWYER (06/25)

When should this form be used?

This form must be used when anyone who is not a lawyer in good standing with The Florida Bar helps you complete any Florida Family Law Form. Attorneys who are licensed to practice in other states but not Florida, or who have been disbarred, or suspended from the practice of law inFlorida, are nonlawyers for the purposes of the Florida Family Law Forms and instructions.

The nonlawyer must complete this form and both of you are to sign it before the nonlawyer assists you in completing any Family Law Form.
In addition, on any other form with which a nonlawyer helps you, the nonlawyer shall complete the nonlawyer section located at the bottom of the form unless otherwise specified in the instructions to the form. This is to protect you and be sure that you are informed in advance of the nonlawyer’s limitations.

What should I do next?

A copy of this disclosure, signed by both the nonlawyer and the person on whose behalf the forms will be completed, must be given to the person to retain and the nonlawyer must keep a copy in the person’s file. The nonlawyer must also keep copies for at least 6 years of all forms given to the person being assisted.

Special Notes . . .

This disclosure form does NOT act as or constitute a waiver, disclaimer, or limitation of liability.

You will NOT be able to complete the request for document preparation service unless you complete Section 1.
Beaches Notary and Apostille Service
2054 Vista Pkwy. Ste 400, West Palm Beach, Fl. 33411 | (561) 421-0866

Beaches Notary & Apostille Service is a nonlawyer document preparation service. We are not attorneys and cannot provide legal advice. If you need legal advice, please consult a licensed Florida attorney.
FLORIDA NON-LAWYER DISCLOSURE

Please read the following disclosure carefully BEFORE continuing:

1. The individual preparing this document is not an attorney licensed to practice law in the State of Florida and is not permitted to provide legal advice, represent you, or determine your legal rights or remedies.

2. The preparer cannot and will not offer legal opinions, representation, or guidance on whether any choice is appropriate for your specific situation.

3. If you have questions about your legal rights or the legal effect of any document, you are encouraged to seek the services of a qualified attorney.

4. Rule 10-2.1(b) 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 and who performs specifically delegated substantive legal work for which a member of The Florida Bar is responsible. Only persons who meet the definition may call themselves paralegals. Marcia Dillon, informed me that she is not a paralegal as defined by the rule and cannot call himself/herself a paralegal.

5. Marcia Dillon told me that she may only type the factual information provided by me in writing into the blanks on the form. Except for typing, Marcia Dillon, 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, Marcia Dillon, may ask me factual questions to fill in the blanks on the form and may also tell me how to file the form.
Choose One Only
FULL NAME OF PERSON READING / TRANSLATING THIS DOCUMENT

First NameLast Name
LANGUAGE THAT YOU UNDERSTAND
Signature
SIGNATURE OF NON-LAWYER
Date signed

MonthDayYear
Date
What is a Lady Bird Deed?

SECTION 2
A Lady Bird Deed (Enhanced Life Estate Deed) is a powerful and cost-effective estate planning tool available in Florida. It allows you to transfer your property to your chosen beneficiaries upon your death, while keeping full control during your lifetime. You can sell it, mortgage it, lease it, or even revoke the deed entirely, all without anyone else’s permission.
- Avoids Probate: Property passes automatically to your beneficiaries at death, no court proceedings required.
- Full Control: You retain all rights to sell, mortgage, lease, revoke, or manage the property during your lifetime.
- No Gift Tax Trigger: No gift tax consequences during your lifetime.
- Homestead Exemption Protected: Your homestead exemption remains intact.
- Medicaid Friendly: Not considered a disqualifying transfer for Medicaid eligibility purposes.
- Stepped-Up Tax Basis: Beneficiaries may receive a stepped-up cost basis, potentially reducing capital gains taxes.
WHAT IS THE DIFFERENCE BETWEEN PROBATE & A LADY BIRD DEED
Property Owner #1 (Required)

Grantor
Full Legal Name of Current Property Owner

First NameLast Name
Marital Status of Current Owner #1
Street Address
City
State
Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Property Owner #2 (If applicable)

Grantor #2
Full Legal Name

First NameLast Name
Marital Status
Street Address (if different)
City
State
Zip Code
Property Information
Property Address
City
State
Zip Code
County
Parcel ID / Folio # (if known)
Is this your homestead?
Grantee / Beneficiaries / Remaindermen
Beneficiary #1 - Full Legal Name

First NameLast Name
Beneficiary #1 - Street Address
Beneficiary #1 - City
Beneficiary #1 - State
Beneficiary #1 - Zip Code
Beneficiary #2 - Full Legal Name

First NameLast Name
Beneficiary #2 - Street Address
Beneficiary #2 - City
Beneficiary #2 - State
Beneficiary #2 - Zip Code
Beneficiary #3 - Full Legal Name

First NameLast Name
Beneficiary #3 - Street Address
Beneficiary #3 - City
Beneficiary #3 - State
Beneficiary #3 - Zip Code
Beneficiary #4 - Full Legal Name

First NameLast Name
Beneficiary #4 - Street Address
Beneficiary #4 - City
Beneficiary #4 - State
Beneficiary #4 - Zip Code
Additional Information (optional)?
Vesting Preference for Beneficiaries
If Tenants in Common is chosen, please indicate the percentage share of the ownership, ie.. 50/50, or 60/40 John Doe gets 60% and Jane Doe gets 40% etc....
Service Selection
Terms & Conditions for Document Preparation Services

1. Scope of Services
The document preparation services provided are non‑lawyer services. The preparer is not an attorney licensed to practice law in the State of Florida and does not provide legal advice, legal representation, or legal opinions. All documents are prepared solely based on the information provided by the client, and the client is responsible for reviewing all documents for accuracy and completeness.

2. Client Responsibilities
The client agrees to provide accurate, complete, and truthful information necessary for document preparation.
The client understands that the preparer cannot advise whether a particular document, clause, or selection is appropriate for their legal situation.
The client is encouraged to consult with a licensed attorney for any legal questions or concerns.

3. Fees and Payment
All fees for document preparation services are due at the time of engagement.
Fees cover the preparation of the document(s) as requested and do not include additional services such as notarization, apostille processing, filing fees, courier fees, or government charges unless specifically listed.
Rush or expedited services, if requested, may incur additional fees.

4. Refund Policy
Because document preparation is a custom, service‑based process, all fees are non‑refundable once work has begun.
If the client chooses to discontinue the process after work has started, no refund will be issued.
If the preparer is unable to complete the service due to their own error or inability, a full refund will be issued.
No refunds will be issued for delays caused by the client, third parties, government agencies, or incomplete/incorrect information provided by the client.

5. Amendments and Revisions
The client is responsible for reviewing all documents upon receipt.
One round of minor revisions (such as spelling corrections, name adjustments, or formatting updates) is included if requested within five (5) business days of delivery.
Substantive changes such as new information to the current order, added sections, or changes in legal direction are considered new work and may incur additional fees.
Any amendments requested after the five‑day review period may also be subject to an additional charge of $25.00.

6. No Guarantee of Outcome
Document preparation services do not guarantee any legal outcome, approval, acceptance, or result by any court, agency, or third party. The client acknowledges that they are solely responsible for any decisions made regarding their legal matters.

7. Acknowledgment
By signing the intake form, the client acknowledges that they have read, understood, and agree to these Terms & Conditions and the accompanying Non‑Lawyer Disclosure Notice.
Type of payment

Pay by credit card below.

Lady Bird Deed Preparation

Preparation of a Florida Ladyabird Deed

$250.00 Quantity

Full Service (Lady Bird Deed Preparation)

Deed Preparation | Notarization | Witness

$400.00 Quantity

We Record Your Deed on Your Behalf

Recording + Fees for recording ($10 first page, plus $8.50 each additional page, billed after deed preparation is complete)

$50.00 Quantity

Total

Credit Card

Signature
Print Name
Date

MonthDayYear
Date
Should be Empty:

Lady Bird Deed Service Intake Form

Property Owner #1 (Required)

Property Owner #2 (If applicable)

Property Information

Grantee / Beneficiaries / Remaindermen

Pay by credit card below.

Credit Card