Lady Bird Deed Service Intake Form

FLORIDA NON-LAWYER DISCLOSURE

Section 1

Please read the following disclosure carefully BEFORE continuing:

1. The individual preparing this document is not an attorney licensed to practice law in the State of Florida and is not permitted to provide legal advice, represent you, or determine your legal rights or remedies. 

2. The preparer cannot and will not offer legal opinions, representation, or guidance on whether any choice is appropriate for your specific situation.

3. If you have questions about your legal rights or the legal effect of any document, you are encouraged to seek the services of a qualified attorney.

4. Rule 10-2.1(b) of the Rules Regulating The Florida Bar defines a paralegal as a person who works under the supervision of a member of The Florida Bar and who performs specifically delegated substantive legal work for which a member of The Florida Bar is responsible. Only persons who meet the definition may call themselves paralegals. Beaches Notary and Apostille service and it's employees are not a paralegal as defined by the rule and cannot call himself/herself a paralegal.

5. Beaches Notary & Apostille Service and it's employees may only type the factual information provided by me in writing into the blanks on the form. Except for typing, Beaches Notary and Apostille Service and it's employees, may not tell me what to put in the form. However, if using a form approved by the Supreme Court of Florida, Beaches Notary & Apostille Service and it's employees may ask me factual questions to fill in the blanks on the form and may also tell me how to file the form.

6. When getting the final deed notarized, the current property owner must:

1. Be of sound mind and willingness: be fully alert and understand what they are signing, and act on their own free will without being forced or threatened.
2. Have valid un-expired identification such as a driver's license or passport.
3. Name on the ID must match the name on the document.
4. Must appear in front of a notary public either in person or online with the use of an approved Florida remote online video connection.

7. This service can only be completed for indivuals.  No corporations, LLC's, or trusts. 

Non-Lawyer Signature

What is a Lady Bird Deed?

SECTION 2

A Lady Bird Deed (Enhanced Life Estate Deed) is a powerful and cost-effective estate planning tool available in Florida. It allows you to transfer your property to your chosen beneficiaries upon your death, while keeping full control during your lifetime. You can sell it, mortgage it, lease it, or even revoke the deed entirely, all without anyone else’s permission.

• Avoids Probate: Property passes automatically to your beneficiaries at death, no court proceedings required.
• Full Control: You retain all rights to sell, mortgage, lease, revoke, or manage the property during your lifetime.
• No Gift Tax Trigger: No gift tax consequences during your lifetime.
• Homestead Exemption Protected: Your homestead exemption remains intact.
• Medicaid Friendly: Not considered a disqualifying transfer for Medicaid eligibility purposes.
• Stepped-Up Tax Basis: Beneficiaries may receive a stepped-up cost basis, potentially reducing capital gains taxes.

WHAT IS THE DIFFERENCE BETWEEN PROBATE & A LADY BIRD DEED

Terms & Conditions for Document Preparation Services

1. Scope of Services
The document preparation services provided are non‑lawyer services. The preparer is not an attorney licensed to practice law in the State of Florida and does not provide legal advice, legal representation, or legal opinions. All documents are prepared solely based on the information provided by the client, and the client is responsible for reviewing all documents for accuracy and completeness. 

2. Client Responsibilities
The client agrees to provide accurate, complete, and truthful information necessary for document preparation.
The client understands that the preparer cannot advise whether a particular document, clause, or selection is appropriate for their legal situation.
The client is encouraged to consult with a licensed attorney for any legal questions or concerns.

3. Fees and Payment
All fees for document preparation services are due at the time of engagement.
Fees cover the service level chosen.
Rush or expedited services, if requested, may incur additional fees.

4. Refund Policy
Because document preparation is a custom, service‑based process, all sales are final and the fees are non‑refundable once work has begun.
If the client chooses to discontinue the process after work has started, no refund will be issued.
If the preparer is unable to complete the service due to their own error or inability, a full refund will be issued.
No refunds will be issued for delays caused by the client, third parties, government agencies, or incomplete/incorrect information provided by the client.

5. Chargebacks and Payment Disputes. I agree not to initiate a chargeback or payment dispute for services that have been submitted for processing or delivered, except in the event of an unauthorized transaction or as otherwise required by applicable law. If I believe there is an issue with my order, I agree to contact Beaches Notary and Apostille Service first and provide a reasonable opportunity to investigate and attempt to resolve the issue before initiating any chargeback or payment dispute.

I understand that initiating an improper chargeback may delay services, may result in account suspension, and may require me to reimburse Beaches Notary and Apostille Service for associated chargeback fees, processing costs, and reasonable administrative expenses to the fullest extent permitted by law.

6. Amendments and Revisions
The client is responsible for reviewing all documents upon receipt.
One round of minor revisions (such as spelling corrections, name adjustments, or formatting updates) is included if requested within five (5) business days of delivery.
Substantive changes such as new/added information to the current order is considered new work and may incur additional fees.
Any amendments requested after the five‑day review period may also be subject to an additional charge.

7. No Guarantee of Outcome
Document preparation services do not guarantee any legal outcome, approval, acceptance, or result by any court, agency, or third party. The client acknowledges that they are solely responsible for any decisions made regarding their legal matters.

8. Acknowledgment
By signing the intake form, the client acknowledges that they have read, understood, and agree to these Terms & Conditions and the accompanying Non‑Lawyer Disclosure Notice.