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Legal Descriptions Template

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LEGAL DESCRIPTIONS TEMPLATE

This Legal Descriptions Template is made and entered into as of Effective Date: by and between Preparer Name: (the "Preparer") and Client Name: (the "Client").

RECITALS

WHEREAS, the Client has requested that the Preparer prepare one or more formal legal descriptions of real property for use in documents of record, title work, surveys, or conveyance instruments; and

WHEREAS, the Preparer represents that it will prepare such legal descriptions reflecting recorded data, surveys, and title information provided by the Client or identified by the Preparer; and

WHEREAS, the parties desire to set forth the form, content, and certification language to be used for the legal descriptions and related exhibits attached to conveyance or title documents.

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties agree as follows:

1. DEFINITIONS

1.1 "Legal Description" means the written description of land sufficient for identification and conveyance, including metes and bounds, lot and block reference, assessor parcel number, recorded instrument references, or other recorded descriptors required for recordation.

1.2 "Exhibit" means any map, plat, survey, or diagram appended to or referenced by a Legal Description that clarifies boundaries, dimensions, or references to recorded instruments.

2. FORM AND FORMAT OF LEGAL DESCRIPTIONS

2.1 The Preparer shall prepare each Legal Description in plain English and in a form suitable for recording, containing all necessary references to the county, state, recorded instrument numbers, book and page (or instrument number), and assessor parcel numbers where applicable.

2.2 The parties agree that the following standard elements shall be included for each parcel: Parcel Designation; County and State; Assessor Parcel Number; Recorded Reference; Acreage; Metes and Bounds or Lot/Block citation; Exhibit reference; and any coordinate or monument descriptions.

3. PARCELS AND LEGAL DESCRIPTIONS

The parties hereby set forth up to three (3) parcel descriptions below. Additional parcels shall be appended as Exhibits and incorporated herein by reference.

Parcel 1

County:    State:

Parcel 2 (Optional)

County:    State:

Parcel 3 (Optional)

County:    State:

4. SURVEYS, EXHIBITS AND ATTACHMENTS

4.1 Any Exhibit or Survey accompanying a Legal Description shall be dated, signed by the surveyor (if a survey), and referenced by exhibit letter or number. Exhibits attached or appended to this Template are incorporated by reference and shall control in the event of any conflict with abbreviated descriptions.

4.2 The Preparer shall identify the source of the boundary information used to prepare each Legal Description, including recorded plats, record of survey, or field monuments, and shall state whether boundaries are based upon record data or on an actual survey.

5. CERTIFICATION, LIMITATIONS, AND REPRESENTATIONS

5.1 The Preparer certifies that, to the best of its knowledge after reasonable inquiry, each Legal Description prepared under this Template accurately reflects the recorded information and the sources disclosed at the time of preparation. The Preparer does not warrant matters outside the scope of the provided source materials unless expressly stated in writing.

5.2 The Client acknowledges that the Preparer relies on materials provided by the Client and third-party public records; the Preparer is not responsible for hidden encumbrances, title defects, unrecorded easements, or physical conditions not revealed by the source materials unless a field survey was specifically ordered and identified as an Exhibit.

5.3 The Client shall review and approve any Legal Description prior to filing or recording. Approval may be indicated in writing, by electronic confirmation, or by execution of the signature block below.

6. INDEMNIFICATION

6.1 The Client agrees to indemnify, defend, and hold harmless the Preparer from and against any claims, liabilities, losses, damages, costs, and expenses (including reasonable attorneys' fees) arising out of the Client's failure to disclose pertinent information, reliance on an inaccurate source, or use of a Legal Description for a purpose beyond that for which it was prepared.

7. NOTICES

All notices under this Template shall be in writing and delivered to the addresses set forth below (or to such other address as a party may designate by notice in writing).

8. AMENDMENTS; WAIVER; COUNTERPARTS

8.1 No amendment to this Template shall be effective unless in writing and signed by both parties. No waiver of any breach shall be deemed a waiver of any subsequent breach.

8.2 This Template may be executed in counterparts, each of which when executed and delivered shall be an original, and all of which together shall constitute one and the same instrument.

9. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

9.1 This Template shall be governed by and construed in accordance with the laws of the State specified for the property in question. The parties agree to submit to the exclusive jurisdiction of the state and federal courts located in the applicable county for disputes arising under this Template.

9.2 This Template constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals and communications, whether written or oral, relating to the same.

9.3 If any provision of this Template is held to be invalid, illegal or unenforceable in any respect, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired thereby.

10. MISCELLANEOUS PROVISIONS

10.1 Recordation: Any Legal Description provided pursuant to this Template may be recorded by the party with authority to record the applicable conveyance or instrument; the party recording shall ensure the Legal Description conforms to recording standards in the county of record.

10.2 Reliance: Title companies, attorneys, and governmental agencies may rely on the Legal Description as submitted; the Preparer's certification is limited to the sources and methods expressly stated in the document accompanying the Legal Description.

ACKNOWLEDGMENTS

The parties acknowledge that they have read, understand, and agree to the terms and conditions of this Legal Descriptions Template and that the person signing below is authorized to bind the respective party.

Preparer Printed Name:

By (Signature):

Date:

Client Printed Name:

By (Signature):

Date:

Enter text✕

What a Legal Descriptions Template Is and where it's used

A Legal Descriptions Template is a standardized document used to record the precise boundaries and identifying information for real property. It captures metes-and-bounds text, lot and block references, parcel or assessor numbers, and recorded-plat citations that transfer or encumber title. Real estate closings, mortgages, deeds, surveys, easements, and title reports rely on correctly formatted legal descriptions to insure clear ownership, enable county recording, and prevent boundary disputes.

Why an accurate legal description matters

Precise legal descriptions reduce title defects, prevent boundary disputes, and ensure instruments are accepted by county recorders and title insurers. Electronic delivery and signatures are generally valid under the ESIGN Act (15 U.S.C. §7001) and UETA when parties consent and records are retained.

Why an accurate legal description matters

Primary users and stakeholders

Typical users create, review, or rely on legal descriptions during real estate transactions and recordkeeping.

  • Title companies and closing agents who prepare or verify parcel-level descriptions before recording.
  • Surveyors and engineers who convert measurements into standardized metes-and-bounds or plat references.
  • Real estate attorneys and lenders who use descriptions to draft deeds, mortgages, and easements.

Multiple parties may need signed copies for closing, recording, title insurance, or lien and encumbrance searches.

Core elements to include in a professional template

A complete template standardizes essential parts so descriptions remain consistent across deeds, mortgages, and exhibits.

Metes and Bounds

Narrative bearings, distances, corner calls and references used to describe an irregular parcel; must match survey measurements and units precisely.

Lot and Block

Subdivision lot and block identifiers tied to a recorded plat; include plat book, page or map book reference and recording jurisdiction.

Parcel / APN

Assessor parcel number or tax ID as assigned by county assessor to link property records and tax accounts.

Plat Citation

Recorded plat book and page, or map instrument number, enabling cross-check against county plat records and surveyor maps.

Bearing & Distances

Compass bearings and linear distances shown in consistent units (feet/meters) with datum and measurement rounding rules noted.

Exhibit Reference

Clear pointer to attached plats, survey sketches, or legal exhibits ensuring the textual description and graphic match.

Essential data fields to capture

Property Address: Street, city, state, ZIP
County: Recording jurisdiction name
Parcel / APN: Assessor parcel identifier
Metes and Bounds: Bearing and distance text
Plat Book/Page: Recorded map reference
Exhibit IDs: Survey or sketch attachment name

Step-by-step: complete the Legal Descriptions Template

Follow these steps to create an accurate, record-ready legal description for deeds, mortgages, or exhibits.

  • 01
    Gather records: Collect deed, survey, plat, and assessor documents
  • 02
    Select format: Choose metes-and-bounds or lot/block template
  • 03
    Enter text: Transcribe bearings, distances, and plat citations accurately
  • 04
    Verify: Confirm with surveyor or title examiner before finalizing

From draft to record: typical routing steps

A simple routing flow helps ensure proper review, signature, and recording of the legal description.

  • Draft: Prepare description and attach survey exhibit
  • Review: Title examiner or surveyor validates accuracy
  • Sign: Authorized parties sign and date the instrument
  • Record: Submit instrument to county recorder for indexing

Configure an online workflow for legal descriptions

Typical settings automate field placement, signer order, authentication, and archival for recording and title needs.

Field Configuration
Field detection Enable automatic detection to place signature and date fields
Authentication Choose email, SMS code, or KBA per risk level
Routing Set sequential signer order for closing workflows
Storage Save final PDF/A in secured cloud storage

Digital signing and technical requirements

Digital execution requires a platform that supports common formats, integrations, and secure authentication.

  • Integrations: Salesforce, NetSuite, Google Workspace
  • File formats: PDF, DOCX, and PDF/A archival
  • Authentication: Email, SMS, KBA, or SSO options

Choose a provider that supports audit trails, tamper-evident signed PDFs, and export formats accepted by county recorders and title insurers.

Typical timelines and processing expectations

Processing times vary by county and by whether a survey or title exception requires correction. Plan for review and recording lead time.

Title review period:

Usually 1–5 business days depending on complexity

Survey verification:

Allow 3–10 business days for surveyor confirmation

Notary scheduling:

Coordinate notarization at or before closing

County recording time:

Varies widely; many counties index within 1–4 weeks

Release of funds:

Often contingent on accepted recorded instrument

Common mistakes to avoid

  • Using informal or shorthand descriptions that do not match recorded plat citations, causing ambiguity and insurer exceptions.
  • Transcribing bearings or distances with unit or datum errors, for example mixing feet and meters or omitting datum references.
  • Omitting assessor parcel numbers or plat book references, which hinders county indexing and title searches.
  • Failing to attach or reference the matching survey exhibit, so the textual description cannot be visually reconciled.

Risks and consequences of inaccurate descriptions

Record Rejection: County recorder may refuse filing
Title Exceptions: Insurer may add exceptions
Boundary Dispute: Increased litigation risk
Tax Assessment: Incorrect taxing jurisdiction
Closing Delays: Funds may be withheld
Added Costs: Survey or attorney fees escalate

Real-world examples of template use

Practical examples show how organizations standardize descriptions to speed closings and reduce errors.

Martin Properties

Tim Martin applied standardized legal description templates to online closings, reducing manual edits and missing exhibits.

  • The template ensured consistent metes-and-bounds formatting across transactions.
  • As a result, the company reported fewer title exceptions and smoother remote closings while maintaining recorded instrument conformity to county requirements.

Optica Ventures LLC

Optica Ventures used a template to align survey exhibits with deed language, improving internal checks before recording.

  • Template enforced APN and plat references.
  • This reduced re-submissions to the recorder and provided clearer audit trails for investors and title underwriters.

Sample eSignature vendor comparison for signing and routing legal descriptions

Selected vendor capabilities and starting prices are shown to help evaluate eSignature platforms for legal description workflows.

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 Yes, 7-day trial Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Practical tips for accurate and efficient completion

Follow these practices to reduce rework, support recording acceptance, and protect title integrity.

Confirm source documents
Verify the survey, prior deed, and assessor data match before drafting. Cross-check APN and plat citations to avoid indexing errors or conflicting references.
Standardize units and format
Use consistent units (feet/meters), compass notation, and rounding rules throughout the template to prevent transcription mistakes and interpretation differences.
Attach exhibits
Include labeled survey sketches or plat excerpts as exhibits and reference them explicitly in the text to aid visual reconciliation.
Validate before recording
Have a title examiner or licensed surveyor review descriptions to catch errors that could delay recording or increase insurance exceptions.

Frequently asked questions about Legal Descriptions Templates

Answers to common questions about format, validity, corrections, and electronic signing for legal descriptions.


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