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Conservation Use Agreement

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CONSERVATION USE AGREEMENT

This Conservation Use Agreement ("Agreement") is made and entered into on by and between:

Recitals

WHEREAS, Landowner is the fee simple owner of the real property described as: and identified by parcel or tax map number ;

WHEREAS, Landowner desires to conserve the conservation values of the Property and to permit certain conservation uses and restrictions on development, and Conservation Holder is an organization with authority and interest to accept, monitor and enforce conservation restrictions and covenants;

WHEREAS, the parties intend by this Agreement to set forth terms, conditions and consideration for the conservation uses, permitted activities, and obligations of the parties with respect to the Property.

Scope of Conservation Use

The parties' mutual intent is to conserve the Property for its ecological, scenic, habitat, watershed and open-space values. Specific permitted uses, restrictions, reserved rights and management obligations are described below and shall be implemented in accordance with the terms of this Agreement.

Consideration and Payment Terms

In consideration for the conservation uses and restrictions set forth herein, Conservation Holder shall pay Landowner the sum set forth below in the manner provided. Payment constitutes full consideration for the obligations expressly set forth in this Agreement and shall not diminish the enforceability of the conservation terms.

Term and Termination

This Agreement shall commence on and shall continue in full force and effect until unless earlier terminated in accordance with the terms below.

Either party may terminate this Agreement for material breach that remains uncured for more than days after written notice. Termination shall not affect rights or obligations that by their nature are intended to survive termination, including enforcement of conservation obligations accruing prior to termination.

Enforcement; Remedies

Conservation Holder shall have the right to enforce the conservation terms against Landowner and successors in title by appropriate equitable and legal remedies, including injunctive relief and specific performance. The parties acknowledge that monetary damages may be inadequate to remedy breaches affecting conservation values.

Confidentiality

Except as required by law or necessary to enforce or administer this Agreement, neither party shall disclose confidential information of the other party concerning property conditions, financial terms or management plans. Confidential information does not include information already known to the receiving party or required to be disclosed in a recording or filing of this Agreement.

Assignment and Successors

This Agreement shall bind and inure to the benefit of the parties and their respective successors and permitted assigns. Conservation Holder may assign its rights to a qualified organization with prior written notice to Landowner.

Notices

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below by certified mail, personal delivery, or other verifiable means.

Governing Law; Entire Agreement

This Agreement shall be governed by and construed in accordance with the laws of the State selected by the parties. The parties agree that the chosen forum shall have jurisdiction to enforce this Agreement. This Agreement, together with any recorded instrument or exhibits expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior negotiations and understandings. No amendment shall be effective unless in writing and signed by both parties.

Severability; Interpretation

If any provision of this Agreement is held invalid or unenforceable, the remainder shall remain in full force and effect. Headings are for convenience only and shall not govern interpretation.

Landowner - Printed Name:

By:

Date:

Conservation Holder - Printed Name:

By:

Date:

Enter text✕

What a Conservation Use Agreement Is and When it Applies

A Conservation Use Agreement is a recorded contract that restricts development and certain uses of real property to preserve natural, scenic, agricultural, or open-space values. Typically executed between a landowner and a conservation organization or government entity, the agreement defines permitted and prohibited activities, monitoring responsibilities, and enforcement mechanisms. It is often recorded as a deed restriction or easement to bind current and future owners; it can affect land value, tax treatment, and permitted land uses, and it should be drafted to align with local recording and tax rules.

Why a Clear Conservation Use Agreement Matters

A well-drafted Conservation Use Agreement creates legally enforceable limits on land use, preserves conservation values long-term, and clarifies rights and obligations for all parties. It supports conservation goals, reduces future disputes, and establishes monitoring and remedy procedures to enforce restrictions.

Why a Clear Conservation Use Agreement Matters

Who Typically Prepares and Signs These Agreements

Several stakeholders commonly prepare, review, or sign Conservation Use Agreements depending on the project scope and funding sources.

  • Private landowners and family estates that want to preserve natural or agricultural character while retaining ownership and limited use rights.
  • Land trusts and conservation nonprofits that receive easements and monitor compliance over time on behalf of public or private beneficiaries.
  • Local or state government agencies that record restrictions when providing grants, tax incentives, or receiving conservation land.

In many cases, attorneys, surveyors, and title companies are also involved to confirm legal descriptions, recording language, and compatibility with existing encumbrances.

Essential Elements to Include in the Agreement

A professional Conservation Use Agreement contains explicit sections so enforcement and compliance are straightforward for current and future owners.

Parties & Property

Identify the grantor and grantee and provide the full legal property description, including parcel ID, lot, and recorded deed reference to avoid ambiguity.

Conservation Purpose

State the conservation objectives clearly — scenic, agricultural, habitat, watershed protection — so permitted uses are judged against a defined purpose.

Restrictions

List prohibited activities (subdivision, commercial development) and allowed uses (farming, passive recreation), with any conditional exception processes described.

Duration & Assignment

Specify whether the restriction is perpetual or time-limited, and state assignment or transfer rules for successors and permitted assignments to agencies or trusts.

Monitoring & Enforcement

Define inspection frequency, reporting obligations, access rights for monitors, enforcement remedies, and notice/cure procedures for violations.

Recording & Remedies

Include recording instructions, remedies for breach (injunctive relief, damages), and arbitration or venue provisions to streamline dispute resolution.

Required Information Commonly Collected

Property Description: Full legal description
Owner Name: Legal name as on title
Parcel Identifier: County parcel or tax ID
Restriction Text: Exact prohibitions listed
Effective Date: MM/DD/YYYY effective date
Recording Info: County recorder instructions

Step-by-Step: Preparing and Recording the Agreement

A concise sequence helps coordinate drafting, approvals, signatures, and county recording without delays.

  • 01
    Draft: Prepare restriction text and legal description.
  • 02
    Review: Obtain counsel, survey, and title review.
  • 03
    Execute: Sign, notarize, and collect necessary consents.
  • 04
    Record: Submit to county recorder for official recording.

Configuring an Online Signing Workflow

Set up electronic workflows to manage review, signatures, notarization, and recording steps consistently.

Field Configuration
Authentication Level Email link, SMS code, or ID verification
Notarization Type In-person or RON if state permits
Routing Order Define signer sequence and conditional paths
Retention Policy Secure storage duration and audit trail

Typical Processing Flow for Signing and Submission

A straightforward flow ensures all required approvals and legal formalities are completed before recording.

  • Upload Document: Add final draft and attachments.
  • Assign Signers: Set signer roles and order.
  • Authenticate & Sign: Signers verify identity and sign.
  • Record with County: Submit recorded copy to the recorder.

Technical Requirements for eSigning and eRecording

Electronic completion and submission require compatible formats, secure authentication, and retention features.

  • File Formats: PDF/A or PDF is preferred
  • Integrations: Connectors to title or storage systems
  • Authentication: Email, SMS code, or ID verification

Ensure your platform supports tamper-evident signed PDFs, audit trails, and the notarization workflow (in-person or RON) required by the recording county; confirm integration needs with title and document management systems.

Typical Timeframes and Processing Expectations

Timing depends on internal approvals and county recorder backlog; plan for lead times and monitoring deadlines.

Execution Date:

Sign and notarize before recording.

County Recording:

Processing can be same day to several weeks.

Monitoring Schedule:

Annual or biennial inspections are common.

Notice of Default:

Typically 30–90 days for cure periods.

Tax Filings:

Submit conservation tax forms by local deadlines

Common Preparation Errors to Avoid

  • Using an informal property description instead of the recorded legal description leads to recording delays and title exceptions.
  • Failing to include monitoring and enforcement language creates uncertainty about who inspects property and how violations are addressed.
  • Omitting notarization or the county-required acknowledgment can cause the recorder to reject the instrument outright.
  • Accepting vague restriction language such as 'no development' without definitions opens disputes about permitted agricultural or infrastructure work.

Potential Risks and Consequences of Deficient Agreements

Breach Remedies: Injunctions or damages possible
Tax Recapture: Loss of tax benefits
Recording Rejection: County may refuse to record
Boundary Disputes: Survey errors cause litigation
Title Exceptions: Defects complicate future transfers
Enforcement Costs: Monitoring and legal fees

Typical eSignature Pricing and Feature Comparison

Pricing and core features vary by vendor and plan; signNow appears first as a common cost-effective option for document workflows and recording needs.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About Conservation Use Agreements

Answers to common questions on enforceability, eSigning, recordation, modification, and tax implications for Conservation Use Agreements.


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