Skip to content
Call Us Today! 623-561-2323
About FSG
Testimonials
Articles
Videos
Presentations
Disclaimers
Contact Us
Search for:
Home
Annuities
What is an Annuity?
Fixed Annuities
Fixed Indexed Annuities
CD Annuities
Income Rider
Income Calculator
Insurance
Term Life Insurance
Indexed
Universal Life Insurance
Long-Term Care
Life Insurance with Long Term Care Rider
Estate Planning
Revocable Living Trusts
Irrevocable Trusts
Special Needs Trusts
Life Insurance Trusts
Trust Amendments
Trust Restatements
Wills
Codicils
Deeds (Property Transfer)
Beneficiary Deeds
Financial Power of Attorney
Advanced Health Care Directives
Mental Health Care Power of Attorney
Estate Settlement
Tax Planning
Tools
Useful Links
Tax Resources
Glossary
Calculators
Client Intake Form
The Retiretastic Show
Search for:
Privacy Policy
Disclaimer
Home
Annuities
What is an Annuity?
Fixed Annuities
Fixed Indexed Annuities
CD Annuities
Income Rider
Income Calculator
Insurance
Term Life Insurance
Indexed
Universal Life Insurance
Long-Term Care
Life Insurance with Long Term Care Rider
Estate Planning
Revocable Living Trusts
Irrevocable Trusts
Special Needs Trusts
Life Insurance Trusts
Trust Amendments
Trust Restatements
Wills
Codicils
Deeds (Property Transfer)
Beneficiary Deeds
Financial Power of Attorney
Advanced Health Care Directives
Mental Health Care Power of Attorney
Estate Settlement
Tax Planning
Tools
Useful Links
Tax Resources
Glossary
Calculators
Client Intake Form
The Retiretastic Show
Search for:
Deeds
Step
1
of
4
25%
Section A:
Client Personal Information
Client 1
Name
*
Date of Birth
*
Email
*
Marital Status
*
Married
Divorced
Widowed
Previously Divorced
Citizenship
*
US
Other
Client 1 Citizenship Other
Home Phone #
*
Work Phone #
Address
*
Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
County
*
Client 2
Name
Date of Birth
Email
Marital Status
Married
Divorced
Widowed
Previously Divorced
Citizenship
US
Other
Client 2 Citizenship Other
Section B:
Real Estate
Total number of in-state beneficiary deeds to be transferred and recorded:
Number
*
List of Properties (Attach list if more than 2)
Physical Address (Property 1)
*
Enter Street Address Unit # City State and Zip Code.
County
*
APN#
*
Value
*
Physical Address (Property 2)
Enter Street Address Unit # City State and Zip Code.
County
APN#
Value
Section C:
Tell Us More
Untitled
ACKNOWLEDGMENT:
I/We have read the information on this application and confirm that it is true and correct.
Client 1 Signature
*
Reset signature
Signature locked. Reset to sign again
Date
*
Client 2 Signature
Reset signature
Signature locked. Reset to sign again
Date
CAPTCHA
Name
This field is for validation purposes and should be left unchanged.
Page load link
Go to Top