• Marriage – Copy of marriage certificate
• Divorce – Copy of divorce decree reinstating maiden or prior name
• Legal Change – Court order evidencing name change

Corporate Name Change

• Merger/Name Change – Certificate of Merger and Tax ID number
• LLC Name Change – Certificate evidencing name change

Trust/Partnership Change

• Trust Created – Recorded conveyance of interest to the Trustee and/or Trust or Partnership Agreement
• Change of Trustee (Death) – Recorded instrument evidencing death of Trustee and appointment of Successor Trustee
• Change of Trustee (Resignation) – Recorded instrument evidencing Trustee resignation and appointment of Successor Trustee
• Change of Trustee (Appointment) – Copy of Trust Agreement or Memorandum of Trust
• Trust/Partnership Terminations – Dissolution of Trust or Partnership and conveyance to beneficiary or partners
• In some cases, complete copies or relevant portions of the Trust Agreement may be required

Death of an Owner (Owner Died with a will; Testate)

• Probate proceedings should be filed in the state where the property is located. Submit certified copies of Last Will and Testament, Order Admitting Will to Probate, Letters Testamentary, and recorded final decree of distribution.
• If the will was probated in a different state, then ancillary probate proceedings should be filed in the county where the property is located.

Death of an Owner (Owner Died without a will; Intestate)

• Probate proceedings should be filed in the state where the property is located. Submit certified copies of Death Certificate, Letters of Administration and recorded final decree of distribution.

Purchase or Sale of Interest

• Purchase of Interest – Recorded conveyance evidencing acquisition of property
• Sale of Interest – Recorded conveyance evidencing sale of property