Deed Transferring Real Property into Living Trust - Vermont

QUITCLAIM DEED TO TRUSTEE OF LIVING TRUST

Prepared by: [NAME AND MAILING ADDRESS]

After recording return to: [NAME AND MAILING ADDRESS]

Town / SPAN parcel number: [____________________]

Town where land lies: [____________________], Vermont

This Quitclaim Deed is made on [__/__/____] by [GRANTOR FULL LEGAL NAME(S)], of [GRANTOR MAILING ADDRESS] ("Grantor"), to [CURRENT TRUSTEE FULL LEGAL NAME], solely as trustee of the [EXACT TRUST NAME] dated [__/__/____], of [TRUSTEE MAILING ADDRESS] ("Grantee").

For [STATE ACTUAL CONSIDERATION, OR "NO MONETARY CONSIDERATION"], Grantor hereby REMISES, RELEASES, and QUITCLAIMS to Grantee, in the stated trustee capacity, all of Grantor's right, title, and interest in the following real property in the Town of [TOWN], [COUNTY] County, Vermont:

Street address: [________________________________]

Complete legal description: See Exhibit A, attached to and made part of this deed.

Source of Grantor's title: Deed from [PRIOR GRANTOR] to [GRANTOR], dated [__/__/____], recorded in Book [____], Page [____] of the [TOWN] Land Records [OR GIVE CURRENT RECORDING IDENTIFIER].

This conveyance includes the rights and appurtenances belonging to the property. It is subject to the easements, restrictions, taxes, assessments, mortgages, and other encumbrances identified here: [LIST APPLICABLE ITEMS OR "SEE ATTACHED SCHEDULE"]. Grantee does not agree in this deed to assume any debt; any assumption requires a separate written agreement.

The trust identified above is [REVOCABLE / OTHER — VERIFY TRUST TERMS]. The parties intend this deed to transfer title to Grantee in the trustee capacity stated above. No statement in this deed determines whether the transfer qualifies for a property transfer tax exemption or changes any mortgage obligation.

Grantor signature: [________________________________] Date: [__/__/____]

Printed name: [________________________________]

Additional grantor signature, if title is held by more than one owner: [________________________________] Date: [__/__/____]

Printed name: [________________________________]

Acknowledgment

State of Vermont, County of [____________________]. On [__/__/____], before me, [NOTARY NAME], personally appeared [NAME(S) OF SIGNING GRANTOR(S)], who acknowledged signing this deed as [HIS/HER/THEIR] free act and deed.

Notary signature: [________________________________]

Printed name: [________________________________]

Commission expiration: [__/__/____]

Exhibit A — Complete legal description

[INSERT THE COMPLETE LEGAL DESCRIPTION FROM THE CURRENT VESTING DEED. ATTACH ADDITIONAL PAGES IF NEEDED.]

[____________________________________________________________]

[____________________________________________________________]

Recording and transfer-return checklist

• Under 27 V.S.A. § 341(a), the grantor signs and acknowledges the deed before a notary, and the deed is recorded in the town clerk's office where the land lies. Section 342 addresses the effect of an unrecorded conveyance against others. If the deed references a survey prepared or revised after July 1, 1988, check § 341(b)(1)'s survey attachment or prior-recording reference requirement.
• Deliver a property transfer return to the town clerk with this deed under 32 V.S.A. § 9606(a)(1). If claiming an exemption, state its basis on the return under § 9606(b). The exemption in § 9603(5) depends on the extent of benefit to the donor or specified relatives; § 9603(6) requires no change in beneficial ownership. Verify the trust's actual terms before claiming either one.
• Section 9608(a) generally requires the properly executed return and prescribed land-use certificate with a deed presented for recording. Its exception for § 9603(17) transfers is separate from an ordinary transfer into a living trust. If the conveyance partitions or divides land, check the additional Act 250 Disclosure Statement requirement in § 9608(a).
• A trustee may use an optional certificate of trust under 14A V.S.A. § 1013 instead of giving a nonbeneficiary the complete trust instrument. A certificate does not replace this deed or the transfer return.
• Check the existing loan documents and consult the lender, insurer, and title professional about the transfer before recording.

Sources and references

• Vermont conveyances: https://legislature.vermont.gov/statutes/fullchapter/27/005
• Vermont property transfer tax and return: https://legislature.vermont.gov/statutes/fullchapter/32/231
• Vermont certification of trust: https://legislature.vermont.gov/statutes/fullchapter/14A/010