Create your Life Estate Deed Form from scratch

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Here's how it works

01. Start with a blank Life Estate Deed Form
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Life Estate Deed Form in seconds via email or a link. You can also download it, export it, or print it out.

Create your Life Estate Deed Form in a matter of minutes

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Step 1: Access DocHub to build your Life Estate Deed Form.

Begin by logging into your DocHub account. Try out the pro DocHub functionality at no cost for 30 days.

Step 2: Go to the dashboard.

Once logged in, go to the DocHub dashboard. This is where you'll create your forms and manage your document workflow.

Step 3: Create the Life Estate Deed Form.

Click on New Document and select Create Blank Document to be taken to the form builder.

Step 4: Design the form layout.

Use the DocHub features to add and configure form fields like text areas, signature boxes, images, and others to your form.

Step 5: Insert text and titles.

Include needed text, such as questions or instructions, using the text tool to assist the users in your form.

Step 6: Configure field properties.

Modify the properties of each field, such as making them mandatory or arranging them according to the data you plan to collect. Designate recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Life Estate Deed Form, make a final review of your form. Then, save the form within DocHub, transfer it to your chosen location, or distribute it via a link or email.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Life Tenant Is Alive: When the property is sold before the life tenant dies, then there is no step-up in basis and capital gains are paid based on the original purchase price of the property with adjustments for improvements, etc. that havent been deducted.
Its important to fully understand the following risks: Limits on Life Tenants ability to sell or mortgage the property. Removing a Remainderman is difficult. A Remaindermens problems can become your problems. Medicaid Complications. Nursing Home Complications.
A life estate is a type of joint ownership that allows someone to live in their home during their lifetime and transfer it to a beneficiary upon their death. A life estate is commonly created with a life estate deed.
As the life tenant, you may not easily sell or mortgage a property with a life estate interest. The remaindermen must all agree in order for you to sell or borrow against the property.
A life estate is usually created to streamline the transfer of homeownership to the next generation but it can also be used to establish an income stream. Life estates can be created to provide a life-long income for a person rather than a lump-sum inheritance.
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Related Q&A to Life Estate Deed Form

The wording life estate is not essential to make it a Life Estate document. Other commonly used phrases in life estate document include: To person A for the term of his/her life. Person A reserves the possession or use of the property for the term of person As lifetime.
Life estate cons Theres no creditor protection for the remainderman. Since they own an interest in the property, if theyre sued or owe a debt, the creditors can place a lien on the property. You cant minimize estate tax. The propertys fair market value is included in the life tenants taxable estate once they die.
Creating a Life Estate in California Draft a deed and include language that reserves your life estate interest in the property. Include the legal description of the property in the deed. Include the name of the county where the property is located when drafting the deed.

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