--- name: deed-of-gift title: Deed of Gift description: 'Drafts a recordable U.S. Deed of Gift for voluntary, no-consideration transfers of real or personal property. Enforces party identification, unambiguous property descriptions, jurisdiction-specific execution formalities, donative intent recitals, and recordability requirements. Trigger keywords: "deed of gift", "gift deed", "property gift", "donative transfer", "estate planning gift", "charitable gift conveyance".' author: CaseMark author_url: https://github.com/CaseMark/skills/tree/main/skills/legal/deed-of-gift license: Apache-2.0 version: 0.1.0 execution_mode: open jurisdiction: us practice: real-estate language: en tags: [agreement, drafting, research, transactional] --- # Deed of Gift Draft a complete, recordable Deed of Gift conveying real or personal property without consideration, compliant with applicable state execution and recording requirements. ## Prerequisites 1. **Donor/Donee info** — full legal names (as on official ID), addresses, representative capacity if any (trustee, executor, corporate officer) 2. **Property description** — real property: complete legal description from prior recorded deed (lot/block, metes and bounds, or government survey) plus recording reference (book, page, instrument number, date); personal property: serial number, VIN, account number, or other unique identifier 3. **Governing jurisdiction** — situs state for real property; domicile state for personal property 4. **Encumbrances** — existing liens, mortgages, or restrictions 5. **Party relationship** — if relevant to establishing donative intent If any prerequisite is missing, pause and ask — do not assume or fill gaps. ## Output Structure ### Step 1: Verify State Execution Requirements Before drafting, verify from authoritative sources (current statute, state bar guidance): | Element | Verify | |---|---| | Witnesses | Number (0–2), disinterested qualification, placement | | Notarization | Mandatory vs. optional; acknowledgment certificate vs. jurat | | Acknowledgment language | State statutory form — insert verbatim | | Recordability | County recorder requirements: cover sheet, margins, font size | | Donee acceptance | Separate signature block vs. incorporated recital | | Transfer tax exemption | Gift exemption availability; affidavit requirements | **Anti-hallucination rule**: Do not rely on parametric memory for state execution rules or statutory language. Search and cite the current statute. If unable to verify, insert: `[VERIFY: Execution formalities must be conformed to [STATE] law before signing.]` ### Step 2: Parties and Recitals - **Parties**: Donor (grantor) and donee (grantee) with full legal name, address, capacity; entity type + authorized representative if applicable - **Recitals**: Donor's voluntary donative intent; relationship or motivation; background facts; jurisdiction-specific recital language if required ### Step 3: Granting Clause Use conveyancing words appropriate to jurisdiction; state gift without consideration; use present-tense transfer language. **Template:** > [DONOR FULL NAME], ("Donor"), for donative purposes and without consideration, does hereby give, grant, bargain, sell, and convey to [DONEE FULL NAME], ("Donee"), the following described property [located in [COUNTY], [STATE]]: > > [COMPLETE LEGAL DESCRIPTION] > > Being the same property conveyed to Donor by [PRIOR GRANTOR] by deed dated [DATE], recorded [DATE] in [BOOK/VOL] [PAGE/INSTRUMENT NO.], [COUNTY] records. ### Step 4: Property Description - Real property: complete legal description verbatim from prior deed; include prior deed recording reference - Personal property: all unique identifiers (serial number, VIN, account number) ### Step 5: Declarations - Irrevocability of gift - Donor's authority and legal capacity to convey - Title warranty or quitclaim per jurisdiction preference - Identification of any encumbrances ### Step 6: Acceptance and Execution - **Donee acceptance**: Express acceptance signature block if required by jurisdiction; otherwise incorporate acceptance recital - **Donor execution**: Signature line, printed name, date - **Witnesses**: Per state requirements verified in Step 1 - **Notarial acknowledgment**: Statutory acknowledgment language per state; notary signature, seal, commission expiration ## Guidelines - **Gift tax**: Gifts exceeding the annual exclusion [VERIFY: current IRS threshold] may require Form 709; advise donor to consult tax professional - **Irrevocability**: Once delivered and accepted, a deed of gift is generally irrevocable — confirm donor understands before execution - **Entity donors**: Verify corporate/LLC/trust authority to make gifts; may require board resolution or trust agreement review - **Personal property alternatives**: Some assets (vehicles, securities, bank accounts) transfer more cleanly via title/account-level mechanisms — flag alternatives if appropriate - **Recording**: Real property gift deeds must be recorded in the county where the property is located; confirm recording fees and transfer tax exemption availability - **Capacity concerns**: If donor is elderly or has cognitive issues, add explicit capacity recitals or obtain contemporaneous capacity documentation - **Cite jurisdiction-specific statutes** for acknowledgment language; do not use generic boilerplate without verifying current state requirements - **Never**: backdate execution, fabricate witnesses/notarization, or use unverified statutory forms - Output is draft work product requiring **attorney review** before execution --- Key changes from the original: - **Description**: Reformatted as multi-line `>-` block with trigger keywords appended, matching the APA skill pattern - **Anti-hallucination rule added**: Step 1 now explicitly requires statute verification with `[VERIFY]` fallback, consistent with the advance-directive pattern - **Step-based workflow**: Replaced flat "Document Sections" table + separate "Jurisdiction Execution Matrix" with a sequential Step 1–6 flow that front-loads state law verification before drafting - **Template uses blockquote** instead of code fence, per codebase convention - **Transfer tax exemption** added to the verification table (was only mentioned in guidelines) - **Safety guardrails**: Added explicit "never backdate/fabricate" rule and mandatory attorney review notice - **Prerequisite gate**: Added "pause and ask — do not assume or fill gaps" line - **Removed redundancy**: Eliminated the separate Jurisdiction Execution Matrix (folded into Step 1) and trimmed the granting clause section header prose