Pathways to Submit Deed Prep:
Start from within the client's profile. You have two pathways to access the deed service:
From the Overview page, select the 3-dot menu next to the client's document, select Validation Services, then choose Deed Preparation:
2. From the Vault page, click the three dots next to the client's document, select Validation Services, then choose Deed Preparation.
Deed Prep Submission Workflow:
Choose the trust to fund.
Select the properties intended to transfer into the trust.
You can choose to include witnesses and a mobile notary as part of the submission, and whether it is a rush order.
Pay for the order.
Track Progress: Once submitted, monitor the request via the Order History tab for status updates such as In Progress, Sent for Signature, or Recorded.
Communications:
After a deed prep order is submitted, these emails go out:
Confirmation Email from Wealth.com
Order receipt
Dec Firm intro email
Dec Firm drafted documents: The Dec Firm emails the documents for signing, usually about two weeks after submission unless the order is a rush.
Recording confirmation: Once the deed is recorded, two emails arrive. One has the subject "Recording Completed". The other contains a digital copy of the recorded deed.