Put your home in your trust

29 Jul 2023 · 1 min

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1:01

In this instructional video, Jerry Taylor explains how to transfer a home or any real‑estate property into a revocable living trust. He outlines the process of preparing a new deed—typically a quitclaim or grant deed—by first locating the original warranty deed, matching the name format used there, and then inserting the exact name of the trust as it appears in the trust document. He stresses copying the legal description of the property verbatim from the existing deed, reviewing it carefully, and then filing the completed deed with the appropriate county office. The guidance is presented as a do‑it‑yourself approach, emphasizing that the steps are straightforward and can be completed without professional assistance.

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If you have a trust, I'm going to tell you how to put your home in that trust. To transfer your home or any property into a revocable living trust, you need to prepare a new deed and file that deed. The new deed will transfer ownership of your home to the trust, and you can probably do this yourself. Go online and find a deed that is specific to your state. Here where I live, we call them quitclaim deeds. It might also be called a grant deed. All deeds basically need the same information. Find the deed for your home when you bought it. It's probably called a warranty deed. Look how your name is used in that deed and use the same name on the quitclaim deed you're about to prepare. Then on the quitclaim deed, in the place where the new owner's name is to be used, use the name of your trust exactly as it is stated in your trust document. After the paragraph where the names are used, there will be a place to insert the legal description of the property. Look at your current deed and copy the legal description verbatim. Once you've done that, go over it word for word and make sure you've got it right. The deed form