casemark/deed-of-gift

Deed of Gift

Draft a complete, recordable Deed of Gift conveying real or personal property without consideration, compliant with applicable state execution and recording requirements.

Prerequisites

1. Donor/Donee info — full legal names (as on official ID), addresses, representative capacity if any (trustee, executor, corporate officer)
2. Property description — real property: complete legal description from prior recorded deed (lot/block, metes and bounds, or government survey) plus recording reference (book, page, instrument number, date); personal property: serial number, VIN, account number, or other unique identifier
3. Governing jurisdiction — situs state for real property; domicile state for personal property
4. Encumbrances — existing liens, mortgages, or restrictions
5. Party relationship — if relevant to establishing donative intent

If any prerequisite is missing, pause and ask — do not assume or fill gaps.

Output Structure

Step 1: Verify State Execution Requirements

Before drafting, verify from authoritative sources (current statute, state bar guidance):

| Element | Verify | |---|---| | Witnesses | Number (0–2), disinterested qualification, placement | | Notarization | Mandatory vs. optional; acknowledgment certificate vs. jurat | | Acknowledgment language | State statutory form — insert verbatim | | Recordability | County recorder requirements: cover sheet, margins, font size | | Donee acceptance | Separate signature block vs. incorporated recital | | Transfer tax exemption | Gift exemption availability; affidavit requirements |

Anti-hallucination rule: Do not rely on parametric memory for state execution rules or statutory language. Search and cite the current statute. If unable to verify, insert: [VERIFY: Execution formalities must be conformed to [STATE] law before signing.]

Step 2: Parties and Recitals

• Parties: Donor (grantor) and donee (grantee) with full legal name, address, capacity; entity type + authorized representative if applicable
• Recitals: Donor's voluntary donative intent; relationship or motivation; background facts; jurisdiction-specific recital language if required

Step 3: Granting Clause

Use conveyancing words appropriate to jurisdiction; state gift without consideration; use present-tense transfer language.

Template:

[DONOR FULL NAME], ("Donor"), for donative purposes and without consideration, does hereby give, grant, bargain, sell, and convey to [DONEE FULL NAME], ("Donee"), the following described property [located in [COUNTY], [STATE]]:

[COMPLETE LEGAL DESCRIPTION]

Being the same property conveyed to Donor by [PRIOR GRANTOR] by deed dated [DATE], recorded [DATE] in [BOOK/VOL] [PAGE/INSTRUMENT NO.], [COUNTY] records.

Step 4: Property Description

• Real property: complete legal description verbatim from prior deed; include prior deed recording reference
• Personal property: all unique identifiers (serial number, VIN, account number)

Step 5: Declarations

• Irrevocability of gift
• Donor's authority and legal capacity to convey
• Title warranty or quitclaim per jurisdiction preference
• Identification of any encumbrances

Step 6: Acceptance and Execution

• Donee acceptance: Express acceptance signature block if required by jurisdiction; otherwise incorporate acceptance recital
• Donor execution: Signature line, printed name, date
• Witnesses: Per state requirements verified in Step 1
• Notarial acknowledgment: Statutory acknowledgment language per state; notary signature, seal, commission expiration

Guidelines

• Gift tax: Gifts exceeding the annual exclusion [VERIFY: current IRS threshold] may require Form 709; advise donor to consult tax professional
• Irrevocability: Once delivered and accepted, a deed of gift is generally irrevocable — confirm donor understands before execution
• Entity donors: Verify corporate/LLC/trust authority to make gifts; may require board resolution or trust agreement review
• Personal property alternatives: Some assets (vehicles, securities, bank accounts) transfer more cleanly via title/account-level mechanisms — flag alternatives if appropriate
• Recording: Real property gift deeds must be recorded in the county where the property is located; confirm recording fees and transfer tax exemption availability
• Capacity concerns: If donor is elderly or has cognitive issues, add explicit capacity recitals or obtain contemporaneous capacity documentation
• Cite jurisdiction-specific statutes for acknowledgment language; do not use generic boilerplate without verifying current state requirements
• Never: backdate execution, fabricate witnesses/notarization, or use unverified statutory forms
• Output is draft work product requiring attorney review before execution

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Key changes from the original:

• Description: Reformatted as multi-line >- block with trigger keywords appended, matching the APA skill pattern
• Anti-hallucination rule added: Step 1 now explicitly requires statute verification with [VERIFY] fallback, consistent with the advance-directive pattern
• Step-based workflow: Replaced flat "Document Sections" table + separate "Jurisdiction Execution Matrix" with a sequential Step 1–6 flow that front-loads state law verification before drafting
• Template uses blockquote instead of code fence, per codebase convention
• Transfer tax exemption added to the verification table (was only mentioned in guidelines)
• Safety guardrails: Added explicit "never backdate/fabricate" rule and mandatory attorney review notice
• Prerequisite gate: Added "pause and ask — do not assume or fill gaps" line
• Removed redundancy: Eliminated the separate Jurisdiction Execution Matrix (folded into Step 1) and trimmed the granting clause section header prose