Lake County Transfer on Death Designation Affidavit Form (Ohio)

All Lake County specific forms and documents listed below are included in your immediate download package:

Transfer on Death Designation Affidavit

Lake County Transfer on Death Designation Affidavit

Fill in the blank form formatted to comply with all recording and content requirements.
Included Lake County compliant document last validated/updated 11/19/2024

Transfer on Death Designation Affidavit Guide

Lake County Transfer on Death Designation Affidavit Guide

Line by line guide explaining every blank on the form.
Included Lake County compliant document last validated/updated 12/5/2024

Completed Example of the Transfer on Death Designation Affidavit Document

Lake County Completed Example of the Transfer on Death Designation Affidavit Document

Example of a properly completed form for reference.
Included Lake County compliant document last validated/updated 9/16/2024

When using these Transfer on Death Designation Affidavit forms, the subject real estate must be physically located in Lake County. The executed documents should then be recorded in the following office:

Lake County Recorder

105 Main St / PO Box 490, Painesville, Ohio 44077

Hours: 8:00 to 4:00 M-F

Phone: 440-350-2510 or (800) 899-LAKE (5253) Ext. 2510

Local jurisdictions located in Lake County include:

  • Eastlake
  • Grand River
  • Madison
  • Mentor
  • Painesville
  • Perry
  • Wickliffe
  • Willoughby

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Lake County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Lake County using our eRecording service.
Are these forms guaranteed to be recordable in Lake County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Lake County including margin requirements, content requirements, font and font size requirements.

Can the Transfer on Death Designation Affidavit forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Lake County that you need to transfer you would only need to order our forms once for all of your properties in Lake County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Ohio or Lake County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Lake County Transfer on Death Designation Affidavit forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

Authorized under section 5302.22 of the Ohio Revised Code, the Transfer on Death Designation Affidavit (TDDA) allows owners of real estate situated in Ohio to plan the conveyance of their property to designated beneficiaries after their death. The conveyance occurs separately from a will and without the need for probate. These instruments are known in other states as transfer on death deeds, beneficiary deeds, or Lady Bird deeds, and all fall under the heading of Non-probate Transfers on Death.

TDDAs are useful estate planning tools, because unlike "regular" deeds (warranty, grant, quitclaim, etc.), which permanently transfer the owner's interest in the property, the grantor retains full ownership and control of the property while alive, and may change the beneficiaries, modify the terms, or even sell the property with no restriction or penalty. This flexibility is possible because the grantor accepts no consideration from any of the beneficiaries.

In addition to meeting all state and local standards for recorded documents, TDDAs must include a statement by "the individual executing the affidavit that the individual is the person appearing on the record of the real property as the owner of the real property or interest in the real property at the time of the recording of the affidavit and the marital status of that owner." Married owners must include a statement by "the owner's spouse stating that the spouse's dower rights are subordinate to the vesting of title to the real property or interest in the real property in the transfer on death beneficiary or beneficiaries designated in the affidavit" (RC 5302.22(D)(3)). It must also designate "one or more persons, identified by name, as transfer on death beneficiary or beneficiaries" ( 5302.22(D)(4)).

File the completed and notarized affidavit for recording in the county where the property is located. NOTE THAT THE AFFIDAVIT IS ONLY VALID WHEN SUBMITTED FOR RECORDING WHILE THE GRANTOR IS STILL ALIVE.

The transfer of property rights is completed when the owner dies and the beneficiary completes and records an affidavit of confirmation under R.C. 5302.222.

Using this instrument might affect tax obligations or eligibility for certain income or asset-dependent programs. Please contact an attorney with questions about this or any other issues related to estate planning or transferring real property in Ohio.

(Ohio Transfer on Death Designation Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Lake County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Lake County Transfer on Death Designation Affidavit form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

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Dennis F.

December 20th, 2024

The release of mortgage form was OK, and accepted at the recorder's office, but there were some problems. Many of the fields to type in were too small to accept the data, and I could not find a way to change the field size or use a smaller font. Otherwise I was satisfied.

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Frazer W.

December 19th, 2024

Deeds.com does a great job getting our legal documents filed with the D.C. Recorder of Deeds.rnrnFrazer Walton, Jr.rnLaw Office of Frazer Walton, Jr.

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Ann D.

December 16th, 2024

I found what my lawyer recommended and was able to download it easily.

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tim r.

August 15th, 2019

easy sight and extra forms that I can use any time

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Daron S.

July 2nd, 2019

A download in word format would be a lot better than the pdf download.

Reply from Staff

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Robert J.

August 11th, 2020

Ordered the quitclaim forms. Amazing value! Received everything I needed and then some. The forms were easy to use and understand with the help of the guide. The best part was that once completed I used deeds.com's e-recording service to submit the document for recording (our county offices are still closed). Outstanding!

Reply from Staff

Thank you for the kinds words Robert, glad we could help.

Gerald S.

November 7th, 2020

Very pleased with the services provided by deeds.com. Quick response time after information was provided.

Reply from Staff

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SHERRILL B.

October 10th, 2024

I received prompt attention to the package I submitted. It was submitted promptly the recorders office with a quick turn around for the recorded document. Overall a very pleasant experience.

Reply from Staff

We are sincerely grateful for your feedback and are committed to providing the highest quality service. Thank you for your trust in us.

Joan S.

May 21st, 2020

Thanks for providing this service. We had searched for weeks for the correct documents. It might help clients to find you soon if the banks and mortgage companies can refer clients to you. They require the forms but offer no direct source to obtain them. You are 5 star in every way.

Reply from Staff

Thank you!

Theadore L.

January 4th, 2024

Bought a transfer on death deed form and it worked great. Easy to fill out and record with the County. Got some helpful information from the county recorders office before filling out the form. I found out that I could use one deed for 2 properties. Saved me money not having to pay fees for 2 deeds.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

Melanie W.

October 23rd, 2022

I used deeds.com to complete a gift deed for transferring a house to our son. Finding the correct form and completing it correctly was extremely easy due to wonderful explanations and examples provided with the purchase of the form. The registrar filing the deed told me she was impressed with the work we did. An attorney would have charged $150 so the $28.00 was well worth the money.

Reply from Staff

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Linda T.

November 18th, 2022

All downloaded now I just have to fill them out.
Will let you know how it does.

Thanks for the service.

Linda

Reply from Staff

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Kurt P.

November 20th, 2020

I like the basics. The one thing I would recommend changing would be, something that tells me I have actually have submitted my package, or that I can leave at any time without needing to click on a "Submit" button.

Reply from Staff

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ian a.

September 28th, 2022

Your website advertising was somewhat deceptive regarding doing a quitclaim on a name change.

"If you are transferring the property to yourself under your new name, all you have to do is update the deed from your former name to your current one."

This made this sound easy. But when I downloaded the material for my state, expecting to find an example, there was no example of how to do a name change quitclaim deed!

I therefore had to figure this out myself. You might have provided a warning about certain uses that were not covered in the material so that people know ahead of time that the use they needed to know about wasn't covered in the material.

Reply from Staff

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Gloria R.

June 2nd, 2022

Great system

Reply from Staff

Thank you!