We work with our clients to understand their needs so we can provide the right structure for their trust as well as beneficiary relationships.
CORPORATE TRUSTEE SERVICE
As corporate Trustee, our name and address will appear on all public records providing our clients privacy and anonymity.
Whether you own an existing property to be placed in trust or purchasing a property through a trust we will ensure that the warranty deed to trustee is properly recorded. Additionally, when necessary, we will record other state required documents.
For each Land Trust created we will prepare your Land Trust Agreement and Warranty Deed to Trustee. There are many other unrecorded documents that can be required depending on the structure of your trust and the financing that you may be utilizing for your real estate. We provide the preparation for most of these necessary documents. As required we will also provide tax reporting forms to accompany documentary stamps on unrecorded transfers within your trust.
We work with the title companies, attorneys, and escrow companies, preparing your closing documents to ensure that transactions are completed smoothly and accurately. In some cases the trust will be the buyer of the property and we will sign all closing documents. Upon a transfer of the property, whether to another beneficiary or out of the trust, we will sign all documents upon your review and approval.
Other services we offer
MOST COMMON DOCUMENTS - Trust docs preparation and execution (Land Trust Set up, 1st year of service, Land Trust Agreement, Deed, Management Agreement, Trust Affidavit) Assignment of Beneficial Interest and Quit Claim Management Agreement with Trustee Power of Attorney ($100/2) Affidavit of Land Trust Recording fee (based on 4-page deed; each additional page is $8.50) Annual fee for Trust service after 1st year
ADDITIONAL SERVICES - Amendment to Land Trust Agreement Appointment of Director Additional Trustee Deed (no change of control; w/o trust termination) Deed to Successor Trustee Additional Assignment of Beneficial interest and Quit Claim (No change of control) Additional Assignment of Beneficial Interest w/change of control and filing of DR430/228 Collateral Assignment of Beneficial Interest Fed Ex package Rush Fee Additional Consultation available – Cost varies depending on length and complexity
PROPERTY SALE SERVICES - Closing Coordination and trust termination (When deeding property out of trust) *Additional Legal document preparation available by on staff Attorneys for negotiated prices
Ready to Set Up Your Land Trust?
All information is personal and confidential. We will not disclose any information to anyone without your approval.