PublicLegal Deed Form – Only $9.99
- 2 MS Word files included
- Editable where Word format is included
- PublicLegal-authored self-help template
- Instant download after checkout
- Download support and refund policy
Texas Revocable Living Trust Funding Deed
PublicLegal-authored self-help deed form.
Provided for customers to complete with their own transaction information and submit to the proper local recording office. Recorder offices and state agencies may require separate supplemental forms, taxes, fees, or cover sheets, and requirements vary by jurisdiction and transaction. Review the product notes and confirm local recording requirements before relying on any completed deed.
What Is a Texas Revocable Living Trust Funding Deed?
A Texas revocable living trust funding deed is used by a current Texas real-property owner to convey property into that owner's already-created revocable living trust. This package uses a deed-without-warranty structure to vest title in the trustee, not in the trust by name, and it is designed for trust funding only. It does not create or validate a trust, appoint a trustee, transfer property out of a trust, or replace estate-planning, lender, tax, title-company, or Texas attorney review.
What Is Included After Checkout?
The package includes two editable Microsoft Word documents: the Texas Revocable Living Trust Funding Deed and a separate Texas Revocable Living Trust Funding Deed Instructions and Checklist. The instruction file is separate so completion guidance is not accidentally recorded as part of the deed.
Key Texas Trust-Funding Issues
Texas trust funding is not just an ordinary title transfer. The deed should vest title in the trustee, such as a named trustee acting "as trustee and not individually," using the exact trust name, trust date, trustee authority, and vesting language approved by the trust instrument, certification of trust, counsel, or title company. The form includes trust-authority fields based on Texas certification-of-trust practice under Texas Property Code section 114.086.
Homestead, Lender, Insurance, and Warranty Cautions
For a Texas residence homestead, confirm qualifying-trust treatment before recording. Texas Tax Code section 11.13(j) and Texas Property Code section 41.0021 can matter for property-tax homestead exemptions and creditor protection, and spouse joinder can be required for homestead transfers. Mortgage due-on-sale analysis can involve Garn-St Germain, but lender, insurance, HOA, title-policy, appraisal-district, Medicaid/MERP, and tax consequences should be reviewed before signing. This package uses a no-warranty posture; some Texas practitioners or title companies may prefer warranty language for chain-of-title reasons.
Texas Recording and Completion Notes
- Confidentiality notice: Texas deeds transferring real-property interests to or from an individual should include the Texas confidentiality-rights notice at the top of the first page.
- Signing and acknowledgment: The grantor owner signs and acknowledges the deed before a notary public or other authorized officer.
- Recording office: Record with the County Clerk in the Texas county where the property is located. Multi-county property can require recording in more than one county.
- Legal description: Use the complete legal description from a reliable title source. A street address, tax account number, or appraisal-district summary is not a substitute.
- Professional review: Use Texas counsel or a title company for irrevocable trusts, transfers out of trust, probate/deceased-owner property, uncertain homestead or spouse facts, lender issues, MERP, title-insured transactions, minerals, POA, entities, fiduciaries, or disputed title.
Frequently Asked Questions
Does this deed create a revocable living trust?
No. The deed assumes the revocable living trust already exists and is properly signed. It is a funding deed for Texas real property, not a trust agreement, trust amendment, trustee appointment, or certification of trust.
Who receives title in a Texas trust-funding deed?
Title is usually vested in the trustee, not in the trust by name. The exact trustee name, trust name, trust date, and vesting phrase should come from the trust instrument, certification of trust, Texas counsel, or the title company.
Can funding a trust affect my Texas homestead exemption?
Yes. A Texas homestead transferred to a trust should be reviewed for qualifying-trust requirements, property-tax exemption continuation, creditor-protection issues, and spouse joinder. Confirm with Texas counsel, the appraisal district, and any title or lender professionals involved.
Can a mortgage lender object to a transfer into a revocable living trust?
Federal Garn-St Germain rules may protect certain residential transfers into an inter vivos trust when the borrower remains a beneficiary and occupancy rights do not transfer, but facts matter. Review mortgage, insurance, title-policy, HOA, and lender requirements before recording.
What files are included with this Texas trust-funding deed product?
The product includes the editable Texas Revocable Living Trust Funding Deed Word document and a separate editable Texas Revocable Living Trust Funding Deed Instructions and Checklist Word document.
"What does ILRG guarantee?"
ILRG provides self-help deed forms and download support. PublicLegal-authored deed forms are provided for customers to complete with their own transaction information. Deed recording requirements, supplemental forms, transfer taxes, title-company practices, and legal suitability vary by jurisdiction and transaction. If you are not 100 percent satisfied after purchasing from us, contact us for a refund.