How this service helps
An enhanced life estate deed, commonly called a Lady Bird deed, can reserve broad control over real estate during your lifetime while naming who receives the remaining interest at death. When appropriate and properly prepared, it can allow that property to pass without probate. The decision requires a review of title, family circumstances, and the rest of your estate plan.
A plan for the home that holds your memories
Your home may be one of your most important assets, and one of the most personal. A Lady Bird deed can be an option for planning who receives your property after your lifetime while reserving important rights for you now. We help you understand whether this approach fits the future you have in mind.
Focus on the outcome you want
Property planning works best when the document supports your real goals.
Keep lifetime flexibility
Discuss retaining the ability to sell, mortgage, or otherwise deal with your property during your lifetime.
Name the intended recipients
Identify who you want to receive the property and consider what should happen if circumstances change.
Coordinate your estate plan
Consider the deed alongside your will, trust arrangements, and other property.
When this option may be worth exploring
You may want your home to pass to your children or another loved one, be looking for a simpler transfer for a particular property, or be reviewing an older deed. We start with your current ownership and family circumstances, then discuss whether a Lady Bird deed or another approach better serves your goals.
From your current deed to a clearer plan
Bring your existing deed and tell us what you want to accomplish. We discuss the people you want to include, explain the proposed arrangement, and prepare the document selected for your circumstances. You will understand the next steps for signing and recording before moving forward.
Your questions, answered
Can I still sell or mortgage the property?
An appropriately drafted enhanced life estate deed can reserve those rights without requiring the remainder beneficiaries’ consent. The exact language and title circumstances matter.
Does it replace my entire estate plan?
No. It addresses the property described in the deed. Other assets, incapacity planning, and health care decisions still need separate attention.
Is it right for every homeowner?
No. Homestead protections, existing mortgages, title issues, benefits considerations, and intended beneficiaries can affect suitability. A deed should be selected after reviewing the circumstances.
Wondering how this fits your life?
You do not need to know exactly which document to request. Tell us about your family, your goals, and your questions. We will help you identify the next step, in English or Spanish.