Title Records for Sound Elder Law Planning

Where title research fits in an elder law practice

The family home is usually the largest asset in an elder law matter — and the one most likely to carry surprises: an unreleased mortgage from a refinance, a decades-old lien, or vesting that never matched the estate plan. Our in-person searches document the record before decisions are made:

• Documenting prior transfers when reviewing lookback-period activity
• Verifying how a residence is vested before deed or trust planning
• Confirming life estates, remainder interests, and trust ownership of record
• Uncovering liens or open mortgages before a property is repositioned
• Supporting probate and estate administration with chain-of-title records
• Obtaining recorded deed copies as proof of ownership for applications

A title search provides a stamped, recorded copy of the property deed — valuable as proof of ownership for applications and estate files.