Streamlined Deed Preparation & Recording Services for Estate Planning Attorneys

Apr 2, 2025

by Adam H. Thayer, Esq
Sayer Regan & Thayer, LLP
Licensed in RI, MA, CT, NH, ME, VT & FL

Estate planning often involves re-titling or transferring real property—whether to a trust, a newly formed LLC, a corporation, or other entities. However, the process can be time-consuming and intricate—especially when properties span multiple jurisdictions. That’s where I can help. As a real estate attorney licensed in every New England state and Florida, I partner with estate planning practitioners to handle deed preparation, recording, and related real estate documentation from start to finish.

Why Work with a Dedicated Deed Specialist?

Compliance Across Multiple States

From local recording fees to unique filing requirements and transfer taxes, each state has its own real estate nuances. I stay up to date on these variations so you can focus on serving clients’ broader estate planning needs.

Minimized Risk

Mistakes in deed drafting or recording can create title complications that derail an estate plan later. Having a real estate-focused lawyer handle these documents helps clients avoid unexpected pitfalls.

Seamless Coordination

I manage municipal or county-level filings (including e-recording where available), coordinate with title insurers if needed, and clarify spousal/homestead issues—saving you administrative time and energy.

Expanded Service at a Glance

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Deed Preparation & Recording

Tailored for transferring property into trusts, LLCs, corporations, or between family members.

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Entity Formation & Property Transfer

Assistance with setting up business entities and deeding property to them, ensuring compliance with each state’s requirements.

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Additional Real Estate Documents

Drafting affidavits, promissory notes, mortgages, trustee certificates/affidavits of trust, and powers of attorney—so all essential paperwork is handled under one roof.

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Real Estate Transfer Tax

Preparation and filing of any required real estate transfer tax forms, including coordination with relevant state or local agencies.

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Fiduciary Deeds

For executors, administrators, or trustees needing to transfer estate or trust property.

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Title Assistance

Coordination with title insurance underwriters (e.g., Fidelity, CATIC) if clients require new or updated coverage.

Fee Structure

Each transaction varies in complexity—especially if the property is subject to mortgages or other liens, has multiple owners, or requires specialized trust or entity documentation. I quote fees case-by-case basis, so you have a clear understanding of costs before we begin.

When Should You Involve a Deed Preparation Attorney?

  • Trust Creation or Updates – Whenever property is being transferred into or out of a trust.
  • Business Entity Formations – When setting up or reorganizing a business entity that will hold real estate.
  • Inheritance or Estate Administration – Fiduciaries may need to convey property on behalf of an estate or trust.
  • Ownership Changes – Marriage, divorce, or adding a co-owner to title may require tailored deed solutions.

Let’s Connect

If you’re an estate planning professional working with clients in Rhode Island, Massachusetts, Connecticut, New Hampshire, Maine, Vermont, or Florida, I’m here to help ensure a smooth, legally sound real estate transfer. Reach out at (401) 849-3040 or via AThayer@srt-law.com to discuss how my services can enhance your practice and give your clients peace of mind.

Disclaimer: This post is for informational purposes only and does not constitute legal, estate planning, or tax advice. I do not provide estate planning or tax advice. Laws and regulations differ by jurisdiction. Please consult qualified legal counsel or tax professionals for specific guidance.