Early in the process, a dialog called "Current Ownership" asks how you own the property today. Pick the option that matches your current deed. The documents we prepare have to match how title is actually held, so this step matters.
"as an individual"
You own the property alone, in your own name. We'll just need your full legal name exactly as it appears on your deed.
"with someone else"
You own the property together with one or more co-owners. You'll also pick the "Form of ownership":
"as joint tenants": co-owners hold the property together, and when one owner dies their share generally passes to the surviving owners.
"as tenants in common": each owner holds their own share, which they can pass on separately.
You'll add details for each co-owner so everyone can be included in the documents.
"through an entity"
The property is owned by an LLC, corporation, or similar entity. We'll ask for:
The entity's name
Its type (for example, an LLC)
The state where it's registered
The people authorized to sign for it, with each signer's name, email, and role
"Additional Information Required"
Below the ownership choice, the same dialog asks a few questions that go onto your deed and county forms. Everyone sees one required dropdown: "How do you hold title, as shown on your current deed?" Pick the wording your current deed uses after your name, for example "a single woman", "a married man, as his sole and separate property", or "a widower". If your deed shows your name alone, or the property is owned by a company or by co-owners, choose the first option, "Name only (also for companies and co-owners)". In most states, when you are the sole individual owner, the phrase you pick is printed after your name on the new deed, so it should match your current deed exactly.
Some states ask more. In California, for example, you also provide a phone number for the county forms, pick "What type of property is this?" (for example "Single-family residence" or "Unimproved lot"), answer "Is this property your principal residence?", and can enter the date you moved in. If the parcel has a building on it, California also asks "Is there a loan secured by this property?" and, if so, the lender's name. These answers fill the county's change-of-ownership form; a lender's name is collected for that form and is not printed on your deed.
When you've filled in your details, click "Continue".
Not sure how you hold title?
Check your current deed. It states exactly who owns the property and in what form. If it's still unclear, a local title company or real estate attorney can tell you quickly. We can't give legal advice, but we're happy to help you through the form itself. Message us through the chat bubble in the corner.