Begin with your requested transfer
Tell the team what you want to transfer and share any written instructions you already have. Direct Deeds does not create an estate plan or decide whether a transfer is appropriate.
Gather the property information
Have the property address, state and county, current deed if available, and any written transfer instructions ready. Your specialist will identify any specific trust information needed for the requested work.
Share only what is requested
Use secure intake for requested documents. Do not send an entire trust, identification records, or financial account information unless specifically requested through the appropriate process.
Confirm scope and timing
Ask the team about preparation, signing, and recording steps and any separate fees. County processing and signer availability affect timing.
General process information only. This is not legal advice. Your specialist confirms operational requirements; a licensed attorney advises on legal decisions.