Granting Clause
Clear clause stating the trustee conveys all of the interest they hold in the property to the named new trustee(s) without warranty; identifies capacity as 'Trustee' and references the trust instrument.
This document simplifies replacing or adding trustees by transferring trustee-held title quickly, reduces the need for lengthy title examinations when warranty coverage is unnecessary, and creates an official record for county clerks and beneficiaries.
Parties preparing or reviewing this deed usually include incumbent trustees, successor trustees, trust attorneys, and title/recording staff.
Engage counsel for complex trust instruments or when lien, tax, or estate issues may affect transfer validity.
The current trustee listed on trust records who executes the quitclaim deed to relinquish trustee title. Their signature must match trust records and often requires a notary acknowledgement and proof of authority such as a trustee certification.
One or more successor trustees who accept title and fiduciary duties. They must be properly appointed under the trust instrument, sign where required, and provide identification for recording or notarization if requested by county recording offices.
Clear clause stating the trustee conveys all of the interest they hold in the property to the named new trustee(s) without warranty; identifies capacity as 'Trustee' and references the trust instrument.
Full metes-and-bounds or recorded subdivision text exactly as shown on the parcel's current deed; avoids street-address-only descriptions that counties may reject.
Name of the trust, trust date, and optionally trust document recording or certification details to tie the deed to the trust record.
Notation of consideration amount or nominal phrase; ensures compliance with some states' recording prerequisites and clarifies tax implications.
Trustee signature, printed name, capacity line ('Trustee'), and a notary acknowledgment block formatted to state requirements, or RON block where permitted.
Prepared for county recorder: space for recording stamp, return-to address, and any excise tax or transfer tax statements required by locality.
| Field | Configuration |
|---|---|
| Document format | PDF/A for long-term archival |
| Signature fields | Signature, printed name, capacity, date |
| Notary/RON settings | Enable audio-video recording and notary block |
| Audit trail | Capture IP, timestamp, and signer email |
Use an eSignature platform that supports notarization workflows or Remote Online Notarization (RON) where state law permits.
Ensure the chosen platform supports the state notary requirements and retention of audio/video notarization records when RON is used.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varied |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 env/user/yr | Varies | Varies | Varies |
A family trust names a successor trustee to manage a rental property
A corporate trustee resigned and a new corporate trustee was appointed