: Your heirs receive a "stepped-up" cost basis to the home's market value at the time of your death, which can significantly reduce capital gains taxes if they sell. Where to Find Reputable Forms
Only handles the specific real estate listed; doesn't cover bank accounts or other assets. Medicaid Planning
Florida does not have a standard, state-issued form for Lady Bird deeds. Unlike a quitclaim deed or warranty deed, which have relatively standardized formats, Lady Bird deeds must be individually tailored to each property and each grantor's specific circumstances.
Also known as an Enhanced Life Estate Deed, this legal instrument is highly popular in Florida because it bypasses probate court, protects Medicaid eligibility, and preserves your right to sell, mortgage, or lease the property without your beneficiaries' permission.
You can find free printable templates from various legal and government sources: Lady Bird Deeds (Enhanced Life Estate) in Florida free printable lady bird deed florida form best
The document must feature the full, exact legal description of the property (copied from a previous deed or tax assessment), not just the street address. Step-by-Step Instructions to Fill Out and Record the Form
A Lady Bird deed, also known as an enhanced life estate deed, is a type of deed used in Florida to transfer property to a beneficiary while minimizing probate and preserving Medicaid eligibility. It's called a "Lady Bird" deed because of a 1969 Texas case, Harrell v. Pickett , which involved a lady named Bird.
They have a future right to the property, but that interest does not become active until the moment of your death.
The fully executed and notarized deed must be in the official records of the clerk of the circuit court in the county where the property is located. Recording is what makes the deed legally effective and gives constructive notice to the world of the transfer. Skipping the recording step invalidates the deed for all practical purposes. : Your heirs receive a "stepped-up" cost basis
Below is a standard template for an Enhanced Life Estate (Lady Bird) Deed in Florida.
Your home is likely your most valuable asset. Protecting it—and ensuring that it passes smoothly and efficiently to the people you love—is worth doing correctly. Skip the free forms and work with an attorney who knows Florida law. Your beneficiaries will thank you.
The transfer does not currently trigger Medicaid look-back penalties (though this requires careful planning). Best Free Printable Lady Bird Deed Forms (2026)
Because you retain ownership, you do not lose your Florida Homestead exemption or Save Our Homes cap. Unlike a quitclaim deed or warranty deed, which
A $0 form can cost your family thousands in legal fees later.
You name a beneficiary (or multiple beneficiaries) who will automatically inherit the property when you pass away.
A Lady Bird deed can be a useful tool for transferring property in Florida while minimizing probate and preserving Medicaid eligibility. When searching for a free printable form, make sure to use reputable sources and review the form carefully. If in doubt, consult with an attorney to ensure the form meets your specific needs and complies with Florida law.
Download the from a reputable source (like eForms ). 2. Identify the Grantor
