Skip to content
Email WhatsApp Call Text
StepUp Law Free 30-min consult

Which Florida Deed Do You Need?

The wrong deed is one of the most expensive mistakes in Florida real estate.

A quitclaim “to keep it simple” can cost your family the step-up in basis and trigger a five-year Medicaid penalty. Answer four questions to find the right tool.

Updated June 6, 2026

1. What do you want to do?
2. Do you own real estate in more than one state?
3. Are any beneficiaries minors, or do they have special needs?
4. Blended family, or want to control the timing/conditions of inheritance?

Frequently Asked Questions

Should I Use a Quitclaim Deed to Add My Kids to My House?

Usually no. A quitclaim that gives your children an ownership interest is an outright gift: it loses the step-up in basis (a possible tens-of-thousands tax hit), can start a five-year Medicaid penalty, and exposes the home to their creditors. A lady bird deed reaches the same goal — the home passes to them at your death, outside probate — without any of that. Quitclaims are for transfers between known parties (a divorce, adding a spouse, moving the home into your trust), not estate planning.

Is a Lady Bird Deed the Same as a Transfer-on-Death Deed?

No. Florida has no transfer-on-death deed statute, so generic out-of-state TOD forms don’t work here. The lady bird (enhanced life estate) deed is Florida’s deed-based way to pass real estate at death without probate.

When Is a Trust Better Than a Deed?

When you own property in more than one state, have minor or special-needs beneficiaries, a blended family, or want staggered/conditional distributions. A revocable living trust carries the whole plan; a deed only handles one property. Many families use both: a lady bird deed on the homestead plus a trust for everything else.

Does a Deed Avoid Probate in Florida?

A lady bird deed does — the home passes to your beneficiaries automatically at death, outside probate. A plain quitclaim or warranty deed does not by itself avoid probate for what you still own at death.

Sources


Updated June 6, 2026. Reviewed by Kevin D. Klagge, Esq., Fla. Bar No. 99502. General information about Florida law, not legal advice; the right tool depends on your specific facts. We confirm it at a free consult.

Get it done right

Book a free 30-minute consult and we’ll confirm the right deed or plan and quote a flat fee.

Book your free consult

Chat with Klagge Law

Connecting…