{"form":{"key":"frm_I6dBDx6WRqzoNsfd1vKL0","name":"Deed: Order Selection","schema":{"schema":{"LXS_ORDER_START":{"type":"static","content":"

Getting Started<\/h3>","data_source":"navigational","purpose":"Opening heading for the DeedClaim order step.","key":"fld_94ipeqUJNvgwbxMv"},"deed_type_known_tf":{"type":"radiogroup","label":"Do you know what type of deed you want?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Owner Decision 3 (PRD-223 order-step-design.md): Yes goes to state then the deed picker; No opens Goals. Navigation only; establishes no product.","inline":true,"key":"fld_Wy6hGEQXAIj1wdo4"},"LXS_ORDER_GOAL":{"type":"static","content":"

Your Goal<\/h3>","data_source":"navigational","purpose":"Goals page heading.","key":"fld_1bzvoWtHRfU7uXVi"},"order_goal":{"type":"radiogroup","label":"What would you like to do?","items":[{"value":"general_transfer","label":"Transfer property to a new owner<\/strong>
For example, a gift, a sale or a transfer to a business."},{"value":"owner_change","label":"Add or remove an owner from the deed<\/strong>
Change who is listed as an owner of the property."},{"value":"after_death","label":"Update title after an owner has died<\/strong>
Tell us how the property passes under the existing deed or through the owner\u2019s estate."},{"value":"divorce_transfer","label":"Transfer property after a divorce<\/strong>
Transfer an interest in the property from one former spouse to the other."},{"value":"trust_transfer","label":"Transfer property to or from a trust<\/strong>
Put property into a trust or transfer it out to another owner."},{"value":"future_transfer","label":"Plan for property to pass when an owner dies<\/strong>
Choose how property will pass after the death of an owner who is alive today."},{"value":"not_listed","label":"My situation isn\u2019t listed<\/strong>
Choose this if none of the other choices describes what you want to do."}],"data_source":"user","rules":["required"],"purpose":"Owner Decisions 1-6: Goals list, order and descriptions per order-form-preview.html. Feeds order_path; never carried as a Deed answer.","key":"fld_ucM1ypEOQTLHBr66"},"LXS_ORDER_GOAL_NOT_LISTED":{"type":"static","content":"

We can\u2019t match this to a document yet.<\/strong> Choose Next to tell us about your situation, and a representative will review it.<\/p>","data_source":"navigational","purpose":"Terminal selection: the order becomes a contact request (owner ruling, November 1). an unlisted situation has no existing product.","conditions":[["order_goal","==","not_listed"]],"key":"fld_DEcPwbGdObDD6mGU"},"LXS_ORDER_OWNER_CHANGE":{"type":"static","content":"

Add or Remove an Owner<\/h3>","data_source":"navigational","purpose":"Owner-change page heading.","key":"fld_pP3yUNQT5uEKwQ9e"},"owner_change_direction":{"type":"radiogroup","label":"Are you adding or removing an owner?","items":[{"value":"add","label":"Add an owner<\/strong>
A current owner will keep an interest in the property."},{"value":"remove","label":"Remove an owner<\/strong>
An owner\u2019s name needs to come off the deed."}],"data_source":"user","rules":["required"],"purpose":"Owner Decision 4: direction asked before any missing state.","key":"fld_7ORcCMEPfsEsoCzs"},"set_remove_owner_deceased_tf":{"type":"radiogroup","label":"Has the owner you want to remove died?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Owner Decision 5 (guided path): Yes enters the after-death qualification. Input for remove_owner_deceased_tf.","conditions":[["owner_change_direction","==","remove"]],"inline":true,"key":"fld_r9hgCKFjsu1YtfXP"},"LXS_ORDER_TRUST":{"type":"static","content":"

Trust Transfer<\/h3>","data_source":"navigational","purpose":"Trust page heading.","key":"fld_cqEb919AKOTmGc55"},"set_trust_transfer_direction":{"type":"radiogroup","label":"Which way is the property moving?","items":[{"value":"trust_transfer_to","label":"Into the trust<\/strong>
The trust will receive the property."},{"value":"trust_transfer_from","label":"Out of the trust<\/strong>
The trustee will transfer the property to another owner."}],"data_source":"user","rules":["required"],"purpose":"Owner Decision 1 (guided path): direction feeds estate_planning_deed_type trust_transfer_to \/ trust_transfer_from.","key":"fld_XNS8BxGpcnTUMdxz"},"LXS_ORDER_STATE":{"type":"static","content":"

Property State<\/h3>","data_source":"navigational","purpose":"State page heading.","key":"fld_rsbtA09B0GmV9mmc"},"property_state_st":{"type":"select","label":"Where is the property located?","items":[{"value":"Alabama","label":"Alabama"},{"value":"Alaska","label":"Alaska"},{"value":"Arizona","label":"Arizona"},{"value":"Arkansas","label":"Arkansas"},{"value":"California","label":"California"},{"value":"Colorado","label":"Colorado"},{"value":"Connecticut","label":"Connecticut"},{"value":"Delaware","label":"Delaware"},{"value":"District of Columbia","label":"District of Columbia"},{"value":"Florida","label":"Florida"},{"value":"Georgia","label":"Georgia"},{"value":"Hawaii","label":"Hawaii"},{"value":"Idaho","label":"Idaho"},{"value":"Illinois","label":"Illinois"},{"value":"Indiana","label":"Indiana"},{"value":"Iowa","label":"Iowa"},{"value":"Kansas","label":"Kansas"},{"value":"Kentucky","label":"Kentucky"},{"value":"Louisiana","label":"Louisiana"},{"value":"Maine","label":"Maine"},{"value":"Maryland","label":"Maryland"},{"value":"Massachusetts","label":"Massachusetts"},{"value":"Michigan","label":"Michigan"},{"value":"Minnesota","label":"Minnesota"},{"value":"Mississippi","label":"Mississippi"},{"value":"Missouri","label":"Missouri"},{"value":"Montana","label":"Montana"},{"value":"Nebraska","label":"Nebraska"},{"value":"Nevada","label":"Nevada"},{"value":"New Hampshire","label":"New Hampshire"},{"value":"New Jersey","label":"New Jersey"},{"value":"New Mexico","label":"New Mexico"},{"value":"New York","label":"New York"},{"value":"North Carolina","label":"North Carolina"},{"value":"North Dakota","label":"North Dakota"},{"value":"Ohio","label":"Ohio"},{"value":"Oklahoma","label":"Oklahoma"},{"value":"Oregon","label":"Oregon"},{"value":"Pennsylvania","label":"Pennsylvania"},{"value":"Rhode Island","label":"Rhode Island"},{"value":"South Carolina","label":"South Carolina"},{"value":"South Dakota","label":"South Dakota"},{"value":"Tennessee","label":"Tennessee"},{"value":"Texas","label":"Texas"},{"value":"Utah","label":"Utah"},{"value":"Vermont","label":"Vermont"},{"value":"Virginia","label":"Virginia"},{"value":"Washington","label":"Washington"},{"value":"West Virginia","label":"West Virginia"},{"value":"Wisconsin","label":"Wisconsin"},{"value":"Wyoming","label":"Wyoming"}],"data_source":"user","placeholder":"Select State","purpose":"Captures the U.S. state where the property is located. This is the primary driver for all state-specific form logic, determining applicable laws, deed types, tax requirements, and recording procedures.","rules":["required"],"info":"Use the state where the real estate is located.","key":"fld_yOURk21iVRO4wah8"},"LXS_ORDER_HOLD_NC":{"type":"static","content":"

Orders are on hold in North Carolina.<\/strong> Choose Next to tell us about your situation, and a representative will review it.<\/p>","data_source":"navigational","purpose":"Terminal selection: the order becomes a contact request (owner ruling, November 1). PRD-151 North Carolina release requirement: unorderable pending the qualified determination.","conditions":[["property_state_st","==","North Carolina"]],"key":"fld_uXE0DZG0eQCPO5WO"},"LXS_ORDER_HOLD_LA":{"type":"static","content":"

Orders are on hold in Louisiana.<\/strong> Choose Next to tell us about your situation, and a representative will review it.<\/p>","data_source":"navigational","purpose":"Terminal selection: the order becomes a contact request (owner ruling, November 1). PRD-145: Louisiana routes unresolved; refuse before checkout.","conditions":[["property_state_st","==","Louisiana"]],"key":"fld_C6vGSQBBYfzkdccX"},"LXS_ORDER_DEED_TYPE":{"type":"static","content":"

Deed Types in {{ property_state_st }}<\/h3>
    {% if quitclaim_deed_state_tf != 'No' %}
  • {{ qcd_deed_title }}:<\/strong> transfers the interest the current owner has, without a title warranty.<\/li>{% endif %}{% if nwd_deed_state_tf == 'Yes' %}
  • {{ nwd_deed_title }}:<\/strong> conveys the property without a title warranty.<\/li>{% endif %}
  • {{ swd_deed_title }}:<\/strong> covers title problems that arose during the current owner\u2019s ownership.<\/li>
  • {{ gwd_deed_title }}:<\/strong> covers title problems even if they arose before the current owner acquired the property.<\/li>{% if tod_state_tf == 'Yes' and 'Affidavit' not in (tod_deed_title | default('')) %}
  • {{ tod_deed_title }}:<\/strong> names a beneficiary to receive the property when the owner dies.<\/li>{% endif %}{% if ele_state_tf == 'Yes' %}
  • {{ ele_deed_title }}:<\/strong> keeps a life interest and reserves the power to dispose of the property during the owner\u2019s life.<\/li>{% endif %}
  • Life estate deed:<\/strong> gives someone the remainder interest now and keeps a life interest for the current owner.<\/li><\/ul>","data_source":"navigational","purpose":"Deed picker heading and the state\u2019s available deed types (Deed Research titles and flags); earned text explaining each choice.","key":"fld_izmwQX2WvVHhgs5W"},"deed_type_selected":{"type":"radiogroup","label":"Which type of deed do you want?","items":[{"value":"quitclaim","label":"{{ qcd_deed_title }}"},{"value":"nowarranty","label":"{{ nwd_deed_title }}"},{"value":"specwarranty","label":"{{ swd_deed_title }}"},{"value":"warranty","label":"{{ gwd_deed_title }}"},{"value":"tod","label":"{{ tod_deed_title }}"},{"value":"lbd","label":"{{ ele_deed_title }}"},{"value":"led","label":"Life estate deed"},{"value":"not_listed","label":"My deed type isn\u2019t listed"}],"data_source":"user","rules":["required"],"purpose":"Owner Decision 3 (Yes path): state-titled deeds filtered by Deed Research availability. No affidavit, gift or co-ownership entries; an affidavit-titled TOD (Ohio) is omitted here and stays on the guided future branch.","calculation":{"itemVisibility":"{{ {\"quitclaim\": \"hide\" if quitclaim_deed_state_tf == 'No' else \"show\", \"nowarranty\": \"hide\" if nwd_deed_state_tf == 'No' else \"show\", \"specwarranty\": \"show\", \"warranty\": \"show\", \"tod\": \"hide\" if tod_state_tf == 'No' or 'Affidavit' in (tod_deed_title | default('')) else \"show\", \"lbd\": \"hide\" if ele_state_tf == 'No' else \"show\", \"led\": \"show\", \"not_listed\": \"show\"} | json }}"},"key":"fld_TsLk5a7JX6bJB38I"},"LXS_ORDER_DEED_NOT_LISTED":{"type":"static","content":"

    The deed you want isn\u2019t listed here.<\/strong> Choose Next to tell us about your situation, and a representative will review it.<\/p>","data_source":"navigational","purpose":"Terminal selection: the order becomes a contact request (owner ruling, November 1). an unlisted deed stops without choosing a substitute.","conditions":[["deed_type_selected","==","not_listed"]],"key":"fld_2cniG3Y9PWRaZgvm"},"LXS_ORDER_TRANSFER_DETAILS":{"type":"static","content":"

    Transfer Details<\/h3>","data_source":"navigational","purpose":"Known-deed ownership-change heading.","key":"fld_Uop90EV5GTSTy11f"},"deed_ownership_change":{"type":"radiogroup","label":"How is ownership changing?","items":[{"value":"general_transfer","label":"Property is going to a new owner"},{"value":"add_owner","label":"An owner is being added"},{"value":"remove_owner","label":"An owner is being removed"},{"value":"special","label":"The transfer involves a trust, divorce, estate or plan for an owner\u2019s death"}],"data_source":"user","rules":["required"],"purpose":"Recommended design, Yes row: distinguishes the Deed route for a chosen warranty deed.","key":"fld_pYUqPdKq7Mh9Ve04"},"deed_remove_owner_deceased_tf":{"type":"radiogroup","label":"Has the owner you want to remove died?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Owner Decision 5 (known-deed path): Yes sets the chosen deed aside and enters the after-death questions. Input for remove_owner_deceased_tf.","conditions":[["deed_ownership_change","==","remove_owner"]],"inline":true,"key":"fld_txl7c9LvOiBbOMxx"},"deed_special_circumstance":{"type":"radiogroup","label":"Which circumstance applies to this transfer?","items":[{"value":"trust_transfer","label":"Property is moving into or out of a trust"},{"value":"divorce_transfer","label":"The transfer is part of a divorce"},{"value":"future_transfer","label":"An owner is planning for a future death"},{"value":"after_death","label":"An owner has already died"},{"value":"none","label":"None of these applies"}],"data_source":"user","rules":["required"],"purpose":"Known-deed special circumstances.","conditions":[["deed_ownership_change","==","special"]],"key":"fld_9KcLUlHaQmzi2pRH"},"deed_trust_transfer_direction":{"type":"radiogroup","label":"Which way is the property moving?","items":[{"value":"trust_transfer_to","label":"Into the trust<\/strong>
    The trust will receive the property."},{"value":"trust_transfer_from","label":"Out of the trust<\/strong>
    The trustee will transfer the property to another owner."}],"data_source":"user","rules":["required"],"purpose":"Owner Decision 1 (known-deed path). Input for estate_planning_deed_type.","conditions":[["deed_special_circumstance","==","trust_transfer"]],"key":"fld_4HjXiCEMw3aLfv7Z"},"LXS_ORDER_SPECIAL_NONE":{"type":"static","content":"

    These answers don\u2019t match the deed you selected.<\/strong> Choose Next to tell us about your situation, and a representative will review it.<\/p>","data_source":"navigational","purpose":"Terminal selection: the order becomes a contact request (owner ruling, November 1). no supported circumstance.","conditions":[["deed_special_circumstance","==","none"]],"key":"fld_dJmzH7DAiFksDWX8"},"LXS_ORDER_FUTURE":{"type":"static","content":"

    Plan for a Future Transfer<\/h3>

    These choices differ in when the other person receives an interest and what the current owner keeps.<\/p>

      {% if tod_state_tf == 'Yes' %}
    • {{ tod_deed_title }}:<\/strong> names a beneficiary to receive the property when the owner dies.<\/li>{% endif %}{% if ele_state_tf == 'Yes' %}
    • {{ ele_deed_title }}:<\/strong> keeps a life interest and reserves the power to dispose of the property during the owner\u2019s life.<\/li>{% endif %}
    • Life estate deed:<\/strong> gives someone the remainder interest now and keeps a life interest for the current owner.<\/li>
    • Co-owner with a right of survivorship:<\/strong> the other person shares ownership now and keeps the property when the owner dies.<\/li><\/ul>","data_source":"navigational","purpose":"Future-transfer heading; explains each arrangement available in the state.","key":"fld_YoafuCYNQIsYJd31"},"set_future_transfer_plan":{"type":"radiogroup","label":"How should ownership pass?","items":[{"value":"tod","label":"{{ tod_deed_title }}"},{"value":"lbd","label":"{{ ele_deed_title }}"},{"value":"led","label":"Life estate deed"},{"value":"joint","label":"Add a co-owner now with a right of survivorship"},{"value":"guide","label":"Help me choose"}],"data_source":"user","rules":["required"],"purpose":"Recommended design, Plan for a future death: research-filtered arrangements; guide stays on this page and requires a real selection. Input for future_transfer_plan.","calculation":{"itemVisibility":"{{ {\"tod\": \"hide\" if tod_state_tf == 'No' else \"show\", \"lbd\": \"hide\" if ele_state_tf == 'No' else \"show\", \"led\": \"show\", \"joint\": \"hide\" if jtwros_state_tf == 'No' and tbe_state_tf == 'No' and (community_property_state_tf == 'No' or community_property_survivorship_state_tf == 'No') else \"show\", \"guide\": \"show\"} | json }}"},"key":"fld_HNz80nxtkgZpSUP9"},"future_co_owner_now_tf":{"type":"radiogroup","label":"Should the other person become a co-owner now?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Help me choose, question 1: present co-ownership.","conditions":[["future_transfer_plan","==","guide"]],"inline":true,"key":"fld_9cXNcbaYeGQ0PX1M"},"future_retain_control_tf":{"type":"radiogroup","label":"Should the current owner keep the power to change who receives the property?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Help me choose, question 2: retained control.","conditions":[["future_transfer_plan","==","guide"],["future_co_owner_now_tf","==","No"]],"inline":true,"key":"fld_ne9mI72G7EoGiH1D"},"LXS_ORDER_FUTURE_RECOMMEND_JOINT":{"type":"static","content":"

      Recommendation:<\/strong> Select \u201cAdd a co-owner now with a right of survivorship\u201d above, then choose Next.<\/p>","data_source":"navigational","purpose":"Guide result: present co-ownership.","conditions":[["future_transfer_plan","==","guide"],["future_co_owner_now_tf","==","Yes"]],"key":"fld_9VVlKq6zHL7UdlBw"},"LXS_ORDER_FUTURE_RECOMMEND_CONTROL":{"type":"static","content":"{% if tod_state_tf == 'Yes' or ele_state_tf == 'Yes' %}

      Recommendation:<\/strong> {% if tod_state_tf == 'Yes' %}Select \u201c{{ tod_deed_title }}\u201d{% if ele_state_tf == 'Yes' %} or \u201c{{ ele_deed_title }}\u201d{% endif %}{% else %}Select \u201c{{ ele_deed_title }}\u201d{% endif %} above, then choose Next.<\/p>{% else %}

      The deeds that let an owner keep that control are not available in {{ property_state_st }}. Review the other choices above.<\/p>{% endif %}","data_source":"navigational","purpose":"Guide result: retained control points to TOD or enhanced life estate where available.","conditions":[["future_transfer_plan","==","guide"],["future_retain_control_tf","==","Yes"]],"key":"fld_Q7s1UoTNPNoFGa22"},"LXS_ORDER_FUTURE_RECOMMEND_LED":{"type":"static","content":"

      Recommendation:<\/strong> Select \u201cLife Estate Deed\u201d above, then choose Next.<\/p>","data_source":"navigational","purpose":"Guide result: no retained control points to a traditional life estate deed.","conditions":[["future_transfer_plan","==","guide"],["future_retain_control_tf","==","No"]],"key":"fld_2KKX6ZSr8T3co87I"},"LXS_ORDER_FUTURE_FIXED_WARRANTY":{"type":"static","content":"

      The deed you selected doesn\u2019t fit this plan.<\/strong> Choose Next to tell us about your situation, and a representative will review it.<\/p>","data_source":"navigational","purpose":"Terminal selection: the order becomes a contact request (owner ruling, November 1). a chosen warranty deed cannot become an estate-planning instrument.","conditions":[[["deed_type_known_tf","==","Yes"],["future_transfer_plan","==","tod"]],[["deed_type_known_tf","==","Yes"],["future_transfer_plan","==","lbd"]],[["deed_type_known_tf","==","Yes"],["future_transfer_plan","==","led"]]],"key":"fld_O7gYsrCMpvcZB7V5"},"LXS_ORDER_AFTER_DEATH":{"type":"static","content":"

      After an Owner\u2019s Death<\/h3>","data_source":"navigational","purpose":"After-death heading.","key":"fld_aOHpZp0PJBlRIgzI"},"LXS_ORDER_AFTER_DEATH_SET_ASIDE":{"type":"static","content":"

      Because an owner has died, the deed you selected is set aside. Answer these questions to find the right document.<\/p>","data_source":"navigational","purpose":"Known-deed path entering the after-death questions (design: stop the selected deed attempt; continue with the after-death questions for the same state).","conditions":[["deed_type_known_tf","==","Yes"]],"key":"fld_fKAUdENkvNx2ZVNS"},"after_death_basis":{"type":"radiogroup","label":"How is the property passing after the owner\u2019s death?","items":[{"value":"survivor","label":"An existing deed gave a co-owner a right of survivorship"},{"value":"beneficiary","label":"An existing deed named a beneficiary to receive the property"},{"value":"executor","label":"An executor or administrator needs to sign a new deed for the estate"},{"value":"not_sure","label":"None of these applies, or I\u2019m not sure"}],"data_source":"user","rules":["required"],"purpose":"Owner Decision 2: the two affidavit bases plus the estate representative deed; an unknown basis stops.","calculation":{"itemVisibility":"{{ {\"survivor\": \"show\", \"beneficiary\": \"show\", \"executor\": \"hide\" if deed_type_known_tf == 'Yes' else \"show\", \"not_sure\": \"show\"} | json }}"},"key":"fld_8XZaUZQFql3joAvY"},"decedent_vesting_ownership_inter_vivos":{"type":"radiogroup","label":"What form of co-ownership does the existing deed state?","items":[{"value":"Joint tenants with right of survivorship","label":"Joint tenancy with right of survivorship"},{"value":"Tenants by the entirety","label":"Tenancy by the entirety"},{"value":"Community property with right of survivorship","label":"Community property with right of survivorship"},{"value":"not_listed","label":"None of these applies, or I\u2019m not sure"}],"data_source":"user","rules":["required"],"purpose":"Survivorship affidavit intake field (same name and values) filtered by the state\u2019s recognized survivorship forms.","conditions":[["after_death_basis","==","survivor"]],"calculation":{"itemVisibility":"{{ {\"Joint tenants with right of survivorship\": \"hide\" if jtwros_state_tf == 'No' else \"show\", \"Tenants by the entirety\": \"hide\" if tbe_state_tf == 'No' else \"show\", \"Community property with right of survivorship\": \"hide\" if community_property_state_tf == 'No' or community_property_survivorship_state_tf == 'No' else \"show\", \"not_listed\": \"show\"} | json }}"},"key":"fld_82SoESyxpggcBny9"},"preparer_decedent_spouse_tf":{"type":"radiogroup","label":"Was the surviving owner married to the deceased owner?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Survivorship affidavit intake field: tenancy by the entirety and community property survivorship require a surviving spouse.","conditions":[[["decedent_vesting_ownership_inter_vivos","==","Tenants by the entirety"]],[["decedent_vesting_ownership_inter_vivos","==","Community property with right of survivorship"]]],"inline":true,"key":"fld_LUhg8j6iFqXHtwHE"},"decedent_vesting_ownership_testamentary":{"type":"radiogroup","label":"Which existing deed named the beneficiary?","items":[{"value":"Beneficiary of a TOD Deed or Beneficiary Deed","label":"Transfer-on-death or beneficiary deed"},{"value":"Beneficiary of Life Estate Deed","label":"Life estate deed"},{"value":"Beneficiary of Lady Bird Deed","label":"Lady bird deed or enhanced life estate deed"},{"value":"not_listed","label":"None of these applies, or I\u2019m not sure"}],"data_source":"user","rules":["required"],"purpose":"Survivorship affidavit intake field (same name and values).","conditions":[["after_death_basis","==","beneficiary"]],"key":"fld_hZW2XVA2P7rLzlh7"},"grantor_representative_appointed_tf":{"type":"radiogroup","label":"Has a court appointed an executor or administrator for the estate?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Design: confirm appointment before an executor or administrator deed; the representative\u2019s title is collected in intake.","conditions":[["after_death_basis","==","executor"]],"inline":true,"key":"fld_HoAfxNKmnT9PT1XQ"},"LXS_ORDER_AFTER_DEATH_STOP":{"type":"static","content":"

      We need more information to choose the right document.<\/strong> Choose Next to tell us about your situation, and a representative will review it.<\/p>","data_source":"navigational","purpose":"Terminal selection: the order becomes a contact request (owner ruling, November 1). unresolved basis, unlisted ownership or deed, no surviving spouse, or no appointed representative.","conditions":[[["after_death_basis","==","not_sure"]],[["decedent_vesting_ownership_inter_vivos","==","not_listed"]],[["decedent_vesting_ownership_testamentary","==","not_listed"]],[["preparer_decedent_spouse_tf","==","No"]],[["grantor_representative_appointed_tf","==","No"]]],"key":"fld_lQl9Nc8UnQJ7ioNt"},"LXS_ORDER_COOWNERSHIP":{"type":"static","content":"

      Co-Ownership<\/h3>","data_source":"navigational","purpose":"Co-ownership heading.","key":"fld_A9tE6FlnDGevKfg3"},"grantee_coownership":{"type":"radiogroup","label":"Which form of survivorship co-ownership do you want?","items":[{"value":"jtwros","label":"Joint tenancy with right of survivorship"},{"value":"tbe","label":"Tenancy by the entirety"},{"value":"cp","label":"Community property with right of survivorship"}],"data_source":"user","rules":["required"],"purpose":"Main-intake field (same name and values) carried as the requested survivorship form; filtered by the state\u2019s recognized forms.","calculation":{"itemVisibility":"{{ {\"jtwros\": \"hide\" if jtwros_state_tf == 'No' else \"show\", \"tbe\": \"hide\" if tbe_state_tf == 'No' else \"show\", \"cp\": \"hide\" if community_property_state_tf == 'No' or community_property_survivorship_state_tf == 'No' else \"show\"} | json }}"},"key":"fld_DUuGlZYMbX0rZjpE"},"grantee_spouses_tf":{"type":"radiogroup","label":"Are the owners taking title together as spouses?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Spousal forms require spouses taking title together.","conditions":[[["grantee_coownership","==","tbe"]],[["grantee_coownership","==","cp"]]],"inline":true,"key":"fld_4hydPtOo8PqXT9ER"},"LXS_ORDER_COOWNERSHIP_STOP":{"type":"static","content":"

      This form of co-ownership is only for spouses.<\/strong> Choose Next to tell us about your situation, and a representative will review it.<\/p>","data_source":"navigational","purpose":"Terminal selection: the order becomes a contact request (owner ruling, November 1). spousal survivorship form without spouses.","conditions":[["grantee_spouses_tf","==","No"]],"key":"fld_njnOODwCGK7PxKgD"},"LXS_ORDER_TOD":{"type":"static","content":"

      {{ tod_deed_title }} Requirements<\/h3>","data_source":"navigational","purpose":"TOD qualification heading (title from Deed Research).","key":"fld_1bulSLMsjowFwZJa"},"tod_property_covered_tf":{"type":"radiogroup","label":"Does the property fit this description?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Design: a restricted TOD property description comes from the selected state\u2019s research.","conditions":[["tod_covered_property_state_tf","==","Yes"]],"inline":true,"description":"{{ tod_covered_property }}","key":"fld_u9lVrCDuFS8iPtdL"},"tod_backup_beneficiary_needed_tf":{"type":"radiogroup","label":"Do you need to name a backup beneficiary on this deed?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"data_source":"user","rules":["required"],"purpose":"Design: a required backup beneficiary stops the order where the state\u2019s TOD deed cannot provide one (altbeneficiary_state_tf No).","conditions":[["altbeneficiary_state_tf","==","No"]],"inline":true,"description":"A backup beneficiary receives the property if a primary beneficiary cannot.","key":"fld_jXNBAurM47vydCz0"},"LXS_ORDER_TOD_STOP":{"type":"static","content":"

      This deed isn\u2019t available for these answers in {{ property_state_st }}.<\/strong> Choose Next to tell us about your situation, and a representative will review it.<\/p>","data_source":"navigational","purpose":"Terminal selection: the order becomes a contact request (owner ruling, November 1). property not covered, or a backup beneficiary the state\u2019s TOD deed cannot provide.","conditions":[[["tod_property_covered_tf","==","No"]],[["tod_backup_beneficiary_needed_tf","==","Yes"]]],"key":"fld_b44yhlxBoCEWJWFy"},"LXS_DEED_TYPE_EXPLANATION":{"type":"static","content":"

      Warranty of Title<\/h3>

      In the real estate context, a warranty of title<\/em> is a guarantee that the transferor of real estate has the right to transfer ownership and that no one else can claim ownership of the property.<\/p>

      If the deed includes a warranty of title and it turns out that there is a problem with title to the property (for example, if there is an undisclosed mortgage, a tax lien against the property, or an outstanding boundary dispute), the transferee may sue the transferor for breaching the warranty.<\/p>

      Most deeds are named after the warranty of title they provide. In {{ property_state_st }}, the following types of deeds are identified by their warranty of title (or lack thereof):<\/p>

      • {{ property_state_st }} {{ gwd_deed_title }}.<\/strong> Provides an absolute covenant\/warranty of title that covers anything that could affect title to the property, including actions that occurred before the current owner owned the property. Places all risk on the transferor. Often used in the sale context, when the seller is receiving value for the property.<\/li>
      • {{ property_state_st }} {{ swd_deed_title }}.<\/strong> Provides an absolute covenant\/warranty of title that covers anything that could affect title to the property, but only covers issues that arose while the current owner owned the property. Divides the risk between the transferor (who is responsible for issues that arose during ownership) and the transferee (who is responsible for issues that arose before or after the transferor owned the property).<\/li>
      • {{ property_state_st }} {{ qcd_deed_title }}.<\/strong> Provides no warranty of title. The transferee acquires whatever interest the transferor has. The transferor is not responsible for any title issues, regardless of when they arose. All risk is on the transferee. A {{ qcd_deed_title }} is used most often when transferring property to spouses or family members as a gift (without consideration).<\/li>{% if nwd_deed_state_tf == 'Yes' %}
      • {{ property_state_st }} {{ nwd_deed_title }}.<\/strong> Provides no warranty of title{% if property_state_st == 'New York' %}. A {{ nwd_deed_title }} is similar to a {{ qcd_deed_title }}, but unlike {{ qcd_deed_title }}s, which are used for gifts, a {{ nwd_deed_title }} is more often used when the property is being sold to an unrelated buyer{% endif %}.<\/li>{% endif %}<\/ul>

        Select the warranty of title to include in the deed, or select Guided recommendation<\/strong> for a guided recommendation.<\/p>","data_source":"navigational","purpose":"Explains warranty types and lists available deed types for the state. Shown to all users on the warranty page. Converted from legacy deed-type-explanation.tpl.","key":"fld_LFcCbYH7V9XmMFku"},"LXS_WARRANTY_TIP_WV":{"type":"static","content":"

        West Virginia Excise Tax Tip:<\/strong> West Virginia law imposes an {{ transfer_tax_title }} on transfers of West Virginia real estate. Some deeds are exempt from {{ transfer_tax_title }}, as long as the basis for the exemption is stated on the deed or a related document. If this transfer is by quitclaim deed without consideration (no money is changing hands), the transfer is exempt from West Virginia excise tax. To qualify for this exemption, select {{ qcd_deed_title }}<\/strong> below. Note that other exemptions may be available. These other exemptions will be provided later in the interview.<\/p>","conditions":[["property_state_st","==","West Virginia"]],"data_source":"navigational","purpose":"State-specific transfer tax guidance for West Virginia. Shown to all WV users on the warranty page, not gated on Help Me Decide.","key":"fld_jvyrIkk016V9oNAU"},"LXS_WARRANTY_TIP_TN":{"type":"static","content":"

        Tennessee Transfer Tax Tip:<\/strong> Tennessee imposes a real estate transfer tax at a rate of $0.37 per $100 of the greater of the amount (consideration) paid for the property or the value of the property. For transfer tax purposes, value of the property<\/em> means the amount that the property would command at a fair and voluntary sale, and no other value.<\/p>

        There are two ways to avoid or minimize the transfer tax, depending on the circumstances of the transaction:<\/p>

        1. If the property is conveyed by quitclaim deed, the tax is assessed on the amount paid only (not on the value of the property). This means, for example, that if property is conveyed by quitclaim deed and no money is changing hands (if the transfer is a gift), no transfer tax is owed.<\/li>
        2. Some deeds are exempt from Tennessee transfer tax, as long as the basis for the exemption is stated on the deed or a related document. These exemptions will be provided later in the interview.<\/li><\/ol>

          If the recipient of the property is not paying full value for the property, transfer tax may be reduced by selecting {{ qcd_deed_title }}<\/strong> as the deed type.<\/p>","conditions":[["property_state_st","==","Tennessee"]],"data_source":"navigational","purpose":"State-specific transfer tax guidance for Tennessee. Shown to all TN users on the warranty page, not gated on Help Me Decide.","key":"fld_omqz2asE8WV2dfgE"},"LXS_WARRANTY_TIP_QCD_DISFAVORED":{"type":"static","content":"

          {{ property_state_st }} Deed Type Note:<\/strong> Quitclaim Deeds are disfavored in {{ property_state_st }} as conveyance documents because many title insurers will not write policies on property transferred by quitclaim deed. They are typically only used if an owner wants to release their interests to other existing owners, not to transfer title to a new owner. A {{ swd_deed_title }} or {{ nwd_deed_title }} is preferred over Quitclaim Deeds and serves the same function, but is less likely to cause title problems when the new owner later transfers the property.<\/p>","conditions":[["nwd_deed_state_tf","==","Yes"]],"data_source":"navigational","purpose":"State-specific note about quitclaim deed disfavor and NWD preference. Shown on the warranty page in states where title insurers disfavor quitclaim deeds (nwd_deed_state_tf == Yes).","key":"fld_EVPAd0aKyVdhgJl8"},"set_property_deed_warranty":{"type":"radiogroup","label":"What warranty of title should the deed give?","items":[{"value":"quitclaim","label":"{{ qcd_deed_title }}"},{"value":"specwarranty","label":"{{ swd_deed_title }}"},{"value":"warranty","label":"{{ gwd_deed_title }}"},{"value":"nowarranty","label":"{{ nwd_deed_title }}"},{"value":"help","label":"Guided recommendation"}],"data_source":"user","calculation":{"itemVisibility":"{{ {\"quitclaim\": \"hide\" if quitclaim_deed_state_tf == 'No' else \"show\", \"nowarranty\": \"hide\" if nwd_deed_state_tf == 'No' else \"show\", \"specwarranty\": \"show\", \"warranty\": \"show\", \"help\": \"show\"} | json }}"},"purpose":"Deed selector property_deed_warranty (items, research visibility, Guided recommendation) as the set_ input for property_deed_warranty. Next stays disabled while help is selected.","rules":["required"],"key":"fld_lzoMzmh3NlhnDXWb"},"warranty_help_liability_tf":{"type":"radiogroup","label":"Should the current owners be legally responsible if there is a problem with the title?","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"inline":true,"conditions":[["property_deed_warranty","==","help"]],"rules":["required"],"data_source":"user","purpose":"Help Me Decide wizard: whether grantors should bear title liability. Replicates legacy Form 69 Field 236 (no admin label in legacy).","key":"fld_kuTSyuWpcPxrppX5"},"warranty_help_scope":{"type":"radiogroup","label":"How much responsibility should the current owner take for title problems?","items":[{"value":"limited","label":"Limited warranty<\/strong>
          Cover title problems that arose while the current owner owned the property."},{"value":"general","label":"General warranty<\/strong>
          Also cover title problems that arose before the current owner owned the property."}],"data_source":"user","rules":["required"],"purpose":"Owner Decision 6: Yes opens limited\/general.","conditions":[["property_deed_warranty","==","help"],["warranty_help_liability_tf","==","Yes"]],"key":"fld_6HWZSAlGAFmDpQEC"},"LXS_WARRANTY_HELP_LIMITED":{"type":"static","content":"

          Recommendation:<\/strong> A {{ swd_deed_title }} covers title problems that arose during the current owner\u2019s ownership.<\/p>

          Select \u201c{{ swd_deed_title }}\u201d above, then choose Next.<\/strong><\/p>","data_source":"navigational","purpose":"Owner Decision 6: limited points to swd_deed_title (specwarranty).","conditions":[["property_deed_warranty","==","help"],["warranty_help_scope","==","limited"]],"key":"fld_FVdz1aB8OuSkVF73"},"LXS_WARRANTY_HELP_GENERAL":{"type":"static","content":"

          Recommendation:<\/strong> A {{ gwd_deed_title }} covers title problems even if they arose before the current owner acquired the property.<\/p>

          Select \u201c{{ gwd_deed_title }}\u201d above, then choose Next.<\/strong><\/p>","data_source":"navigational","purpose":"Owner Decision 6: general points to gwd_deed_title (warranty).","conditions":[["property_deed_warranty","==","help"],["warranty_help_scope","==","general"]],"key":"fld_Z1Bj6xg1XyE7qv37"},"LXS_WARRANTY_HELP_RECOMMEND_NO":{"type":"static","content":"{% if nwd_deed_state_tf == 'Yes' %}

          Recommendation:<\/strong> Based on this answer, consider a {{ nwd_deed_title }}<\/strong>, which provides no warranty of title. The recipient acquires whatever interest the transferor has, with no guarantees. A {{ nwd_deed_title }} is commonly used for gifts, family transfers, and situations where the recipient is not paying full value for the property.{% if quitclaim_deed_state_tf == 'Yes' %} A {{ qcd_deed_title }}<\/strong> is also available but is disfavored by title insurers in {{ property_state_st }}.{% endif %}<\/p>{% else %}

          Recommendation:<\/strong> Based on this answer, consider a {{ qcd_deed_title }}<\/strong>, which provides no warranty of title. The recipient acquires whatever interest the transferor has, with no guarantees. A {{ qcd_deed_title }} is commonly used for gifts, family transfers, and situations where the recipient is not paying full value for the property.<\/p>{% endif %}

          Select \u201c{% if nwd_deed_state_tf == 'Yes' %}{{ nwd_deed_title }}{% else %}{{ qcd_deed_title }}{% endif %}\u201d above, then choose Next.<\/strong><\/p>","data_source":"navigational","purpose":"Deed selector No recommendation; instruction names the state\u2019s no-warranty deed when available, otherwise its quitclaim deed.","conditions":[["property_deed_warranty","==","help"],["warranty_help_liability_tf","==","No"]],"key":"fld_YNSSFPqz5JBTIZNB"},"LXS_ORDER_REVIEW":{"type":"static","content":"

          Tell Us About Your Situation<\/h3>

          A representative will review your answers and contact you about how we can help. This is a request for help, not an order, so no payment is taken.<\/p>","data_source":"navigational","key":"fld_khYtGUJX8mLMVQMe","purpose":"Contact-request heading shown after a terminal selection."},"lead_message":{"type":"textarea","label":"Explain your situation and what you want to accomplish.","rules":["required"],"data_source":"user","key":"fld_zC8VIKwfEVeyHQg2","rows":4,"purpose":"[lead-narrative] Contact request details read by a representative after a terminal selection (same field as the site Contact form); consumed by no template or automation (\u00a722.1 case 4)."},"lead_name_first":{"type":"text","label":"First Name","rules":["required"],"data_source":"user","columns":6,"key":"fld_3TWQPPE4gTkTH4db","purpose":"Contact request name (same field as the site Contact form)."},"lead_name_last":{"type":"text","label":"Last Name","rules":["required"],"data_source":"user","columns":6,"key":"fld_RrCdYNIXkFUy2ByW","purpose":"Contact request name (same field as the site Contact form)."},"lead_email":{"type":"text","label":"Enter Email","inputType":"email","rules":["required","email","confirmed"],"data_source":"user","placeholder":"email@example.com","key":"fld_vt0TnTkBBCc85AJY"},"lead_email_confirmation":{"type":"text","label":"Confirm Email","inputType":"email","rules":["required","email"],"data_source":"user","placeholder":"email@example.com","key":"fld_lbfY8tDxKJHPT8N7"},"LXS_ORDER_SUMMARY":{"type":"static","content":"

          Your Order<\/h3>

          Property state:<\/strong> {{ property_state_st }}<\/p>

          Goal:<\/strong> {% if order_path == 'general_transfer' %}Transfer property to a new owner{% elif order_path == 'add_owner' %}Add an owner{% elif order_path == 'remove_owner' %}Remove an owner{% elif order_path == 'after_death' %}Update title after an owner has died{% elif order_path == 'divorce_transfer' %}Transfer property after a divorce{% elif order_path == 'trust_transfer' %}{% if estate_planning_deed_type == 'trust_transfer_to' %}Transfer property into a trust{% else %}Transfer property out of a trust{% endif %}{% elif order_path == 'future_transfer' %}Plan for property to pass when an owner dies{% endif %}<\/p>{% if order_path == 'after_death' %}

          After the death:<\/strong> {% if after_death_basis == 'survivor' %}A surviving co-owner ({{ decedent_vesting_ownership_inter_vivos }}){% elif after_death_basis == 'beneficiary' %}A beneficiary named in an existing deed{% elif after_death_basis == 'executor' %}An appointed executor or administrator signs for the estate{% endif %}<\/p>{% endif %}{% if future_transfer_plan == 'joint' %}

          New co-ownership:<\/strong> {% if grantee_coownership == 'jtwros' %}Joint tenancy with right of survivorship{% elif grantee_coownership == 'tbe' %}Tenancy by the entirety{% elif grantee_coownership == 'cp' %}Community property with right of survivorship{% endif %}<\/p>{% endif %}

          Document:<\/strong> {{ order_document_title }}<\/p>{% if property_deed_warranty and (deed_type == 'tod' or deed_type == 'lbd' or deed_type == 'led') %}

          Title warranty:<\/strong> {% if property_deed_warranty == 'quitclaim' %}{{ qcd_deed_title }}{% elif property_deed_warranty == 'nowarranty' %}{{ nwd_deed_title }}{% elif property_deed_warranty == 'specwarranty' %}{{ swd_deed_title }}{% elif property_deed_warranty == 'warranty' %}{{ gwd_deed_title }}{% endif %}<\/p>{% endif %}

          After purchase, you will provide the owner and property details in your account.<\/p>","data_source":"navigational","purpose":"Owner Decision 6 Your Order: the current state, goal and resolved document. Values come from earlier pages only (13.6a).","key":"fld_eR7p2Tc7tijpcn5s"},"LXS_MAPPED_FIELDS":{"type":"static","content":"

          Mapped and Calculated Fields<\/h3>","data_source":"navigational","purpose":"Hidden page heading.","key":"fld_3vkG5rEch5bUVqG2"},"qcd_deed_title":{"type":"text","label":"qcd_deed_title","data_source":"mapped","purpose":"The official document title used in this state for a deed without any warranty of title.","calculation":{"value":"{{ qcd_deed_title }}"},"key":"fld_2wj3HKvQFcq9jt26"},"nwd_deed_title":{"type":"text","label":"nwd_deed_title","data_source":"mapped","purpose":"The document title for the preferred no-warranty deed form in states where quitclaim deeds are disfavored.","calculation":{"value":"{{ nwd_deed_title }}"},"key":"fld_6Dl2Zl1BjKmgTXR4"},"swd_deed_title":{"type":"text","label":"swd_deed_title","data_source":"mapped","purpose":"The document title for a deed with limited\/special warranty.","calculation":{"value":"{{ swd_deed_title }}"},"key":"fld_KNMGM4k2SLWskzza"},"gwd_deed_title":{"type":"text","label":"gwd_deed_title","data_source":"mapped","purpose":"The document title for a deed with full\/general warranty.","calculation":{"value":"{{ gwd_deed_title }}"},"key":"fld_92amrgjV8YaTkNLx"},"tod_deed_title":{"type":"text","label":"tod_deed_title","purpose":"The official name for transfer-on-death deeds in this state.","data_source":"mapped","calculation":{"value":"{{ tod_deed_title }}"},"key":"fld_GfWMyYZf56dfOLfZ"},"ele_deed_title":{"type":"text","label":"ele_deed_title","data_source":"mapped","purpose":"The official name for enhanced life estate deeds in this state.","calculation":{"value":"{{ ele_deed_title }}"},"key":"fld_YJhIgzcr9LTXu7Py"},"quitclaim_deed_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"quitclaim_deed_state_tf","data_source":"mapped","purpose":"Indicates whether quitclaim deeds are used in this state.","calculation":{"value":"{{ quitclaim_deed_state_tf }}"},"inline":true,"key":"fld_XeORCkhfiFmF3uAw"},"nwd_deed_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"nwd_deed_state_tf","data_source":"mapped","purpose":"Indicates whether title insurers disfavor quitclaim deeds and prefer an alternative no-warranty deed form.","calculation":{"value":"{{ nwd_deed_state_tf }}"},"inline":true,"key":"fld_xgoCktGiRrfpndpE"},"tod_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"tod_state_tf","data_source":"mapped","purpose":"Indicates whether transfer-on-death (TOD\/beneficiary) deeds are recognized in this state.","calculation":{"value":"{{ tod_state_tf }}"},"inline":true,"key":"fld_vhvCHumyU45xceMs"},"ele_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"ele_state_tf","data_source":"mapped","purpose":"Indicates whether enhanced life estate deeds (lady bird deeds) are recognized and used in this state.","calculation":{"value":"{{ ele_state_tf }}"},"inline":true,"key":"fld_EDOFbDpRXIOproTM"},"tod_warranty_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"tod_warranty_state_tf","data_source":"mapped","purpose":"Research: whether the user may choose the warranty of title for the state's TOD deed. Yes opens the Title Warranty page for deed_type tod, as in legacy GF92 page 331; No hides the choice question without removing any fixed statutory warranty from the TOD deed.","calculation":{"value":"{{ tod_warranty_state_tf }}"},"inline":true,"key":"fld_zY06cQZ73o50WF4Y"},"jtwros_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"jtwros_state_tf","data_source":"mapped","purpose":"Indicates whether this state recognizes joint tenancy with right of survivorship (JTWROS).","calculation":{"value":"{{ jtwros_state_tf }}"},"inline":true,"key":"fld_fVGdpaAbVnfKxJ1d"},"tbe_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"tbe_state_tf","data_source":"mapped","purpose":"Indicates whether this state recognizes tenancy by the entirety (TBE).","calculation":{"value":"{{ tbe_state_tf }}"},"inline":true,"key":"fld_KSNKlZbke7Tqs8Kw"},"community_property_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"community_property_state_tf","data_source":"mapped","purpose":"Indicates whether this state follows community property law.","calculation":{"value":"{{ community_property_state_tf }}"},"inline":true,"key":"fld_u70KB127Vsd01njd"},"community_property_survivorship_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"community_property_survivorship_state_tf","data_source":"mapped","purpose":"Indicates whether this state allows community property with right of survivorship (CPWROS).","calculation":{"value":"{{ community_property_survivorship_state_tf }}"},"inline":true,"key":"fld_kgVRznxXxb0wBcEs"},"altbeneficiary_state_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"altbeneficiary_state_tf","data_source":"mapped","purpose":"Research: the state's transfer-on-death deed allows alternate beneficiaries. Added 2026-10-21 (PRD-013 TX-EP4..EP6 TOD port).","calculation":{"value":"{{ altbeneficiary_state_tf }}"},"inline":true,"key":"fld_muN1FlbCimyYNBCS"},"tod_covered_property_state_tf":{"type":"radiogroup","label":"tod_covered_property_state_tf","data_source":"mapped","purpose":"Research: whether the state limits which property its TOD deed may cover.","calculation":{"value":"{{ tod_covered_property_state_tf }}"},"items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"inline":true,"key":"fld_ypcadxZE6Do4uEFt"},"tod_covered_property":{"type":"text","label":"tod_covered_property","data_source":"mapped","purpose":"Research: description of the property a TOD deed may cover in this state.","calculation":{"value":"{{ tod_covered_property }}"},"key":"fld_4c8aXSf4a9c92ym9"},"transfer_tax_title":{"type":"text","label":"transfer_tax_title","data_source":"mapped","purpose":"Research: the state\u2019s transfer tax title (West Virginia tip).","calculation":{"value":"{{ transfer_tax_title }}"},"key":"fld_aYD99cErFJCqnBHT"},"order_path":{"type":"text","label":"order_path","visibility":"hidden","data_source":"calculated","calculation":{"value":"{% if property_state_st != 'North Carolina' and property_state_st != 'Louisiana' %}{% if deed_type_known_tf == 'No' %}{% if order_goal == 'owner_change' %}{% if owner_change_direction == 'add' %}add_owner{% elif owner_change_direction == 'remove' and remove_owner_deceased_tf == 'Yes' %}after_death{% elif owner_change_direction == 'remove' and remove_owner_deceased_tf == 'No' %}remove_owner{% endif %}{% elif order_goal == 'general_transfer' or order_goal == 'after_death' or order_goal == 'divorce_transfer' or order_goal == 'trust_transfer' or order_goal == 'future_transfer' %}{{ order_goal }}{% endif %}{% elif deed_type_known_tf == 'Yes' %}{% if deed_type_selected == 'tod' or deed_type_selected == 'lbd' or deed_type_selected == 'led' %}future_transfer{% elif (deed_type_selected == 'quitclaim' or deed_type_selected == 'nowarranty' or deed_type_selected == 'specwarranty' or deed_type_selected == 'warranty') %}{% if deed_ownership_change == 'general_transfer' or deed_ownership_change == 'add_owner' %}{{ deed_ownership_change }}{% elif deed_ownership_change == 'remove_owner' and remove_owner_deceased_tf == 'Yes' %}after_death{% elif deed_ownership_change == 'remove_owner' and remove_owner_deceased_tf == 'No' %}remove_owner{% elif deed_ownership_change == 'special' and deed_special_circumstance != 'none' %}{{ deed_special_circumstance }}{% endif %}{% endif %}{% endif %}{% endif %}"},"purpose":"Resolved customer path: general_transfer, add_owner, remove_owner, after_death, divorce_transfer, trust_transfer or future_transfer; empty while unresolved. Drives page routing (14.3.2 condition 1). Empty for a held state.","key":"fld_jLEXEqAcAJcgnnEa"},"remove_owner_deceased_tf":{"type":"radiogroup","label":"remove_owner_deceased_tf","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"inline":true,"disabled":true,"data_source":"calculated","calculation":{"value":"{% if set_remove_owner_deceased_tf == 'Yes' or deed_remove_owner_deceased_tf == 'Yes' %}Yes{% elif set_remove_owner_deceased_tf == 'No' or deed_remove_owner_deceased_tf == 'No' %}No{% endif %}"},"purpose":"Canonical: whether the owner being removed has died (protected purchase fact).","key":"fld_yBh0rb9kCtWmb3bY"},"future_instrument_known_tf":{"type":"radiogroup","label":"future_instrument_known_tf","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"inline":true,"disabled":true,"data_source":"calculated","calculation":{"value":"{% if deed_type_known_tf == 'Yes' and (deed_type_selected == 'tod' or deed_type_selected == 'lbd' or deed_type_selected == 'led') %}Yes{% else %}No{% endif %}"},"purpose":"Yes when the customer explicitly chose an estate-planning instrument; skips the arrangement question.","key":"fld_suIbEpN0FitQ5gTr"},"future_transfer_plan":{"type":"text","label":"future_transfer_plan","visibility":"hidden","data_source":"calculated","calculation":{"value":"{% if order_path == 'future_transfer' %}{% if future_instrument_known_tf == 'Yes' %}{{ deed_type_selected }}{% else %}{{ set_future_transfer_plan }}{% endif %}{% endif %}"},"purpose":"Canonical future arrangement: tod, lbd, led, joint, or guide while the customer is choosing (Next stays disabled on guide).","key":"fld_Y10pvwN6M789mfnO"},"deed_goal":{"type":"text","label":"deed_goal","visibility":"hidden","data_source":"calculated","calculation":{"value":"{% if order_path == 'general_transfer' or order_path == 'add_owner' or order_path == 'remove_owner' or order_path == 'divorce_transfer' %}{{ order_path }}{% elif order_path == 'trust_transfer' %}estate_planning{% elif order_path == 'future_transfer' %}{% if future_transfer_plan == 'joint' and grantee_spouses_tf != 'No' %}add_owner{% elif (future_transfer_plan == 'tod' or future_transfer_plan == 'lbd' or future_transfer_plan == 'led') and not (deed_type_known_tf == 'Yes' and future_instrument_known_tf == 'No') %}estate_planning{% endif %}{% elif order_path == 'after_death' and after_death_basis == 'executor' and grantor_representative_appointed_tf == 'Yes' %}executor_deed{% endif %}"},"purpose":"Deed selector deed_goal value carried into intake. Empty on a terminal selection.","key":"fld_QeLBFJfKiOHEWl07"},"trust_transfer_direction":{"type":"text","label":"trust_transfer_direction","visibility":"hidden","data_source":"calculated","calculation":{"value":"{% if set_trust_transfer_direction %}{{ set_trust_transfer_direction }}{% else %}{{ deed_trust_transfer_direction }}{% endif %}"},"purpose":"Canonical trust direction from the guided or known-deed question.","key":"fld_FA1q73W9CUpJR7h6"},"estate_planning_deed_type":{"type":"text","label":"estate_planning_deed_type","visibility":"hidden","data_source":"calculated","calculation":{"value":"{% if order_path == 'trust_transfer' %}{{ trust_transfer_direction }}{% elif deed_goal == 'estate_planning' and order_path == 'future_transfer' %}{{ future_transfer_plan }}{% endif %}"},"purpose":"Deed selector estate_planning_deed_type: trust_transfer_to, trust_transfer_from, tod, lbd or led.","key":"fld_tehva8R2R8GvZJY9"},"deed_type":{"type":"text","label":"deed_type","visibility":"hidden","data_source":"calculated","calculation":{"value":"{% if deed_goal %}{% if deed_goal == 'estate_planning' and (estate_planning_deed_type == 'trust_transfer_to' or estate_planning_deed_type == 'trust_transfer_from') %}trust_transfer{% elif deed_goal == 'estate_planning' and estate_planning_deed_type == 'tod' %}tod{% elif deed_goal == 'estate_planning' and estate_planning_deed_type == 'lbd' %}lbd{% elif deed_goal == 'estate_planning' and estate_planning_deed_type == 'led' %}led{% elif deed_goal == 'divorce_transfer' %}divorce{% else %}general{% endif %}{% endif %}"},"purpose":"Deed selector deed_type formula; empty for the affidavit path.","key":"fld_Nt6ZzoOjGNQZsBlJ"},"divorce_tf":{"type":"radiogroup","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"label":"divorce_tf","disabled":true,"data_source":"calculated","purpose":"Indicates whether this is a divorce-related transfer. Derived from deed_goal selection. Flows downstream via prefillData to gate the Divorce Information page on the main intake form.","calculation":{"value":"{% if deed_goal == 'divorce_transfer' %}Yes{% else %}No{% endif %}"},"inline":true,"key":"fld_p2LpuAxZBfarvmiQ"},"ownership_acquired_mc":{"type":"text","label":"ownership_acquired_mc","visibility":"hidden","data_source":"calculated","calculation":{"value":"{% if order_path == 'after_death' %}{% if after_death_basis == 'survivor' %}inter_vivos{% elif after_death_basis == 'beneficiary' %}testamentary{% endif %}{% endif %}"},"purpose":"Survivorship affidavit basis carried into the affidavit intake.","key":"fld_SrVH1xoqMxOWJaQX"},"warranty_choice_required_tf":{"type":"radiogroup","label":"warranty_choice_required_tf","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"inline":true,"disabled":true,"data_source":"calculated","calculation":{"value":"{% if deed_goal and order_review_required_tf != 'Yes' and not (deed_type_known_tf == 'Yes' and (deed_type_selected == 'quitclaim' or deed_type_selected == 'nowarranty' or deed_type_selected == 'specwarranty' or deed_type_selected == 'warranty')) and (deed_type != 'tod' or tod_warranty_state_tf == 'Yes') %}Yes{% else %}No{% endif %}"},"purpose":"Gate for the Title Warranty page: a deed path whose warranty is not already fixed by the chosen deed.","key":"fld_A9ibOMmuTe9mxg7Y"},"order_review_required_tf":{"type":"radiogroup","label":"order_review_required_tf","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"}],"inline":true,"disabled":true,"data_source":"calculated","calculation":{"value":"{% if order_goal == 'not_listed' or property_state_st == 'North Carolina' or property_state_st == 'Louisiana' or deed_type_selected == 'not_listed' or deed_special_circumstance == 'none' or (order_path == 'future_transfer' and deed_type_known_tf == 'Yes' and future_instrument_known_tf == 'No' and (future_transfer_plan == 'tod' or future_transfer_plan == 'lbd' or future_transfer_plan == 'led')) or after_death_basis == 'not_sure' or decedent_vesting_ownership_inter_vivos == 'not_listed' or decedent_vesting_ownership_testamentary == 'not_listed' or preparer_decedent_spouse_tf == 'No' or grantor_representative_appointed_tf == 'No' or grantee_spouses_tf == 'No' or tod_property_covered_tf == 'No' or tod_backup_beneficiary_needed_tf == 'Yes' %}Yes{% else %}No{% endif %}"},"key":"fld_7aSpbXkPy6SNFgFE","purpose":"Yes when any answer is a terminal selection (held state, unlisted goal or deed, unsupported combination or unresolved fact). The form then collects a contact request for a representative; the site must not offer payment for it (owner ruling, November 1, PRD-223)."},"property_deed_warranty":{"type":"text","label":"property_deed_warranty","visibility":"hidden","data_source":"calculated","calculation":{"value":"{% if (deed_type_known_tf == 'Yes' and (deed_type_selected == 'quitclaim' or deed_type_selected == 'nowarranty' or deed_type_selected == 'specwarranty' or deed_type_selected == 'warranty')) and order_path != 'after_death' %}{{ deed_type_selected }}{% elif warranty_choice_required_tf == 'Yes' %}{{ set_property_deed_warranty }}{% endif %}"},"purpose":"Deed selector property_deed_warranty carried into intake: quitclaim, specwarranty, warranty or nowarranty; help only while guidance is open (Next disabled, as in the Deed selector).","key":"fld_owR1QgIKUcHK0lh1"},"order_document_title":{"type":"text","label":"order_document_title","visibility":"hidden","data_source":"calculated","calculation":{"value":"{% if ownership_acquired_mc %}Survivorship Affidavit{% elif deed_type == 'tod' %}{{ tod_deed_title }}{% elif deed_type == 'lbd' %}{{ ele_deed_title }}{% elif deed_type == 'led' %}Life Estate Deed{% elif deed_goal == 'executor_deed' %}{% if property_deed_warranty == 'quitclaim' %}{{ qcd_deed_title }}{% elif property_deed_warranty == 'nowarranty' %}{{ nwd_deed_title }}{% elif property_deed_warranty == 'specwarranty' %}{{ swd_deed_title }}{% elif property_deed_warranty == 'warranty' %}{{ gwd_deed_title }}{% endif %} signed by the estate\u2019s executor or administrator{% else %}{% if property_deed_warranty == 'quitclaim' %}{{ qcd_deed_title }}{% elif property_deed_warranty == 'nowarranty' %}{{ nwd_deed_title }}{% elif property_deed_warranty == 'specwarranty' %}{{ swd_deed_title }}{% elif property_deed_warranty == 'warranty' %}{{ gwd_deed_title }}{% endif %}{% endif %}"},"purpose":"Display: the resolved document title for Your 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