Legal description
Full metes-and-bounds or lot-block-plat reference that uniquely identifies the tract; use the county plat book or survey instrument reference for precision and title consistency.
A complete Real Estate Tract Transfer reduces title defects, creates public notice when recorded, and clarifies rights and obligations between parties. Accurate transfers protect buyers, lenders, and subsequent purchasers by establishing an auditable chain of title and enabling title insurance underwriting.
This document is used by several distinct professionals involved in conveyances and closings; each needs specific details to complete their part accurately.
Coordination among these users reduces errors, avoids recording refusals, and speeds the post-closing workflow.
Full metes-and-bounds or lot-block-plat reference that uniquely identifies the tract; use the county plat book or survey instrument reference for precision and title consistency.
Grantor and grantee full legal names and entity types. For entities include jurisdiction of formation and authorized signer details to ensure enforceability and accurate recording.
Exact dollar amount or statement of nominal consideration; for gift transfers state the nature of transfer. Consideration affects tax reporting and recording classification.
List known liens, easements, covenants, or reservations affecting the tract. Attach exhibits or reference recorded instruments when applicable to preserve notice.
Signature blocks for all required signers plus notary acknowledgment or jurat formatted per county requirements; notarization prevents recording rejection in most jurisdictions.
Specify county recorder, return-to address, and any additional recording endorsements (e.g., tax statements or transfer stamps) so the recorder returns the recorded instrument correctly.
Use trusted delivery methods for executed transfers to protect confidentiality and ensure timely recording.
Select distribution methods that align with the county recorder’s accepted formats and with any confidentiality obligations; trained closing agents and title firms commonly coordinate the final submission.
Record as soon as practicable after signing to preserve priority.
Complete within days of closing to catch recent liens or encumbrances.
Coordinate execution with escrow instructions and funding.
Determine which party pays taxes through the effective date of transfer.
State the date rights transfer; often signing or recording date.
Initial drafting and internal review before signatures are scheduled.
Title review and any corrective instruments identified and cleared.
Signers execute and notary authenticates signatures per jurisdictional rules.
County recorder accepts, indexes, and returns the recorded instrument.
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| Free Trial | 7-day trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |