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Lady Bird Deed in Englewood, Florida

For Englewood homeowners, a lady bird deed is the simplest way to keep the house out of probate and beyond the reach of Medicaid estate recovery.

  • No probate on the home, recorded right here in Sarasota County
  • Full control for life, so you can sell, refinance, or change it anytime
  • Keeps the step-up in basis, and avoids the Medicaid penalty that gifting the home would trigger
Book a free consultation Attorney-drafted, $399 flat + recording

The firm is in Miami and your consultation is by phone or Zoom. You sign from home by online notarization, and your deed records in Sarasota County.

Quick Overview

A lady bird deed keeps your Englewood home out of probate and passes it to the people you name when you die, while you keep full control to sell, refinance, or change it for life. Attorney-drafted from $399 plus recording, signed wherever you are and e-recorded with the Sarasota County Clerk of the Circuit Court and Comptroller. Whether it fits your home comes down to the recording, mistakes, and cost details below.

Topics to Know HideShow

Below, we walk through the 4 issues that decide whether this is the right move for you. Jump to any one.

  1. Why Englewood Homeowners Use a Lady Bird Deed The home passes to your family the moment you die, with no probate, while you keep full control to sell or change it for life. With Englewood values near $339,900, keeping that out of court matters.
  2. Where Your Deed Records in Sarasota County Your deed protects the family only once it is recorded with the Sarasota County Clerk of the Circuit Court and Comptroller. We e-record it for you, so you never drive to a courthouse, and the cost is set by Florida law.
  3. The Mistakes We Fix for Sarasota County Families A plain gift to the kids loses the step-up and can trigger a five-year Medicaid penalty. A do-it-yourself form often misses the homestead and spousal rules that quietly void it.
  4. What It Costs A flat $399 for an individual or $449 for a joint deed, the same price the form mills charge, with an attorney behind it. Only the government recording cost is added, at cost.

That’s the quick version. The details below are what decide your situation, and where the costly mistakes hide.

Why Englewood Homeowners Use a Lady Bird Deed

Plenty of Englewood families assume a will handles the house. It does not; a will still goes through probate. A lady bird deed (its formal name is an enhanced life estate deed) answers it quietly. The home passes to the people you name the moment you die, with no probate, and you keep complete control while you are alive. You can sell it, borrow against it, or change your mind, all without anyone's permission.

Englewood has a median age of 69 and 60 percent over 65, one of the oldest communities in Florida. Planning demand among the 20,091 residents is almost entirely retirement focused. A median home value of $339,900 in Sarasota County means Florida homestead tools can keep the home out of probate for the next generation. With a median home value around $339,900, keeping that value out of probate and protecting the step-up in basis matters here. See exactly how a lady bird deed works → You do not need a lawyer with an office in Englewood, because the deed records in Sarasota County no matter where it is drafted. Here is how working with a Florida lady bird deed attorney runs, wherever you are.

Where Your Deed Records in Sarasota County

A deed only protects your family once it is properly recorded, and in Sarasota County that happens with the Sarasota County Clerk of the Circuit Court and Comptroller. The Sarasota County recording office sits at 2000 Main Street in Sarasota (with a branch in Venice), but we e-record your deed electronically, so you never make the trip. The cost to record is modest and set by Florida law, the same in every county, usually around $18 to $30. The Department of Revenue has ruled that an enhanced life estate deed is not subject to documentary stamp tax, and in practice the deed is recorded with a nominal recital and a seventy cent stamp. We pull your exact legal description from the last recorded deed, prepare the document, and e-record it for you, so nothing depends on you driving to a courthouse.

Notary Services in Englewood

The firm prepares your deed or trust and most clients sign from home by online notarization, with the firm arranging the notary and the two witnesses by video. Some people prefer to sign on paper in person. A Florida deed must be signed in front of two witnesses and acknowledged before a notary, so you need to bring two adult witnesses who are not named in the deed. Do not count on the store to supply witnesses. Call the store first to confirm a notary is on duty that day.

The UPS Store locations in Englewood that list notary services, with posted hours
StoreAddressPhoneHours
The UPS Store #0123Lemon Bay Shopping Center On 776, 3 Miles North Of Dearborn1811 Englewood Rd, Englewood 34223(941) 474-0667Mon to Fri 8 am to 6 pm · Sat 8 am to 4 pm · Sun 10 am to 3 pm
The UPS Store #82681951 S McCall Rd, Suite 650, Englewood 34223(941) 977-2700Mon to Fri 8 am to 6 pm · Sat 8:30 am to 4:30 pm · Sun 10 am to 3 pm

Hours read from each store’s own page on October 30, 2026. Confirm by phone before you go.

The Mistakes We Fix for Sarasota County Families

The cheap way usually costs the most. A plain gift of the home to the kids loses the step-up in basis (a tax break that can save the family tens of thousands when they sell) and can trigger Florida's five-year Medicaid penalty. A do-it-yourself form often misses the homestead and spousal rules, which can quietly void the deed for a married owner. We handle those checks as part of the flat fee, so the deed actually holds up. What a valid form must contain → · when a deed is the wrong tool →

Helping Englewood families keep the home simple.

A free consultation confirms a lady bird deed fits, by phone or video. If a trust is the better tool, we will tell you that too.

Book a free consultation

What It Costs

Our flat fee is $399 for an individual owner and $449 for a joint deed, the same price the form mills charge, with a real attorney behind it. On top of that you pay only the government recording cost and the documentary stamp, passed through with no markup. The fee is posted up front and honored for 90 days. See the full cost breakdown →

Lady bird deed
$399 · $449 joint
Passes the home to your family at death with no probate, and you keep full control and your homestead protection while you live. One owner $399, joint owners $449. Drafted with the homestead language Florida requires. A quitclaim, warranty or life-estate deed is $399.
Deed revocation or amendment
$250
Revoking or correcting a deed already on record.
Recording costs vary by county and start at $19.20 for a deed. Documentary stamp tax, court filing fees, publication and certified copies are additional and passed through at cost.

Communities We Serve Near Englewood

We work with homeowners across Sarasota County, and the surrounding area. StepUpLaw is a Miami firm serving Englewood families wherever you are; this is not a Englewood office, and we frame our work that way out of respect for Florida's advertising rules.

Frequently Asked Questions

Do I need a Englewood office to set up a lady bird deed?

No. StepUpLaw is a Miami firm that serves Englewood and Sarasota County homeowners by phone and video, with the deed signed by remote online notary and e-recorded in your county. Many of our clients are adult children handling a Florida parent's home from another state.

Where does a Englewood lady bird deed get recorded?

With the Sarasota County Clerk of the Circuit Court and Comptroller, in the county where the property sits. Recording fees are set by Florida law and are the same in every county, usually about $18 to $30 for a deed like this. The Department of Revenue has ruled that an enhanced life estate deed is not subject to documentary stamp tax, and in practice the deed is recorded with a nominal recital and a seventy cent stamp.

Will a lady bird deed help my Englewood home avoid Medicaid estate recovery?

Yes. Florida only recovers Medicaid costs from the probate estate. Because a lady bird deed passes the home outside probate, it stays out of recovery's reach, while your homestead also stays exempt during your lifetime. It is one of the main reasons Sarasota County families use it.

Can the notary be one of the two witnesses on my Englewood deed?

Yes, when the notary watches you sign and also signs on a witness line with a mailing address. A notary who only completes the acknowledgment is not a second witness, and a deed with one witness and a notary is a witness short. Florida law cures a missing witness five years after the deed is recorded, absent fraud, so recording promptly with the Sarasota County Clerk of the Circuit Court and Comptroller is also what starts that clock.

Can I still sell my Englewood home after signing?

Yes, and that is the whole point of the "enhanced" part. You keep the right to sell, refinance, rent, or change your mind, all without asking the beneficiaries. If the home is your homestead and you are married, your spouse still joins the deed for a sale or mortgage.


Updated October 18, 2026. Reviewed by Kevin D. Klagge, Esq., Fla. Bar No. 99502. Attorney Kevin Klagge represents families, businesses, and international clients in estate and tax planning, business structuring, and international law, with a focus on Florida legal tools. He litigates estate and business issues in court. General information about Florida law, not legal advice, and no attorney-client relationship is created. We serve Englewood and Sarasota County residents wherever they are. Do not send confidential information until we have agreed to represent you.

Keep your Englewood home out of probate

Book a free consultation with Attorney Kevin D. Klagge, Esq. We confirm the deed fits, draft it, and record it in Sarasota County for a flat $399 (individual) / $449 (joint) plus recording.