Choose with your advisors before the signing appointment.
Choose deliberately
There are several ways to hold property. The choice can affect ownership, transfers, estate planning and taxes. I can coordinate the conversation, but your attorney and tax professional should advise on the right structure for you.
Ownership terms to discuss
Community property
Ask how this ownership form fits your marital, estate and tax situation.
Community property with right of survivorship
Ask what happens to ownership when an owner dies, and how the deed must be prepared.
Joint tenancy with right of survivorship
Discuss ownership shares, survivorship and the consequences of a transfer.
Tenancy in common
Discuss each owner’s share and the plan for selling, transferring or inheriting an interest.
Sole and separate ownership
Ask your advisors about the required documentation and any spousal rights.
Trust or business entity
Provide the title company with the documents and signing authority it requests.
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Prepare for the title conversation
- Share your intended owners and ownership goals early.
- Ask about estate-planning consequences before signing.
- Confirm how names and any entity or trust appear on the deed.
- Have the title company confirm its documentation requirements.
General information only. Verify property details and third-party information independently.