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[AZ] [AZ] What does Prior Recorded Information mean on a deed?

Arizona Beneficiary Deed: It asks for prior recorded information.

Does this refer to recording information for the original vesting deed and/or the existing deed of trust? A beneficiary deed, I believe, has no effect on either. If so, leave blank?

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For a beneficiary deed in Arizona, “prior recorded information” usually refers to the recording details of the original vesting deed—the deed that gave current ownership to the grantor. It does not refer to the deed of trust, which is a separate document related to financing and does not affect the beneficiary designation.

You can use the same Affidavit of Property Value from when the property was originally acquired, since a beneficiary deed does not trigger a sale or transfer during life. If the form still asks for an affidavit, you may attach a copy of the original or write “No change in value; affidavit on record.”

Does that help clarify things? I want to make sure I didn’t leave anything out.

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Beneficiary Deed (TODD)

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Arizona Beneficiary Deed: It asks for prior recorded information.

Does this refer to recording information for the original vesting deed and/or the existing deed of trust? A beneficiary deed, I believe, has no effect on either. If so, leave blank?

AI

I understand that dealing with beneficiary deeds can be confusing. Can you tell me if you are currently in the process of preparing a beneficiary deed for a property in Arizona?

Yes.

AI

Have you already recorded the original vesting deed and any existing deed of trust for the property in question?

Yes.

AI

Is there anything else the Real Estate Lawyer should know before I connect you? Rest assured they’ll be able to help with your beneficiary deed question.

I have the original Affidavit of Property Value issued at the time the property was purchased. Is it necessary to obtain a current Affidavit of Property Value?

Legal Eagle

Hello! Legal Eagle here, and I am an attorney specializing in your area of law. I am more than happy to help you with your situation!

Do you plan to transfer the property now or only have the beneficiary deed take effect upon death?

Only have the beneficiary deed take effect upon death.

Legal Eagle

Ok, thanks! Just a few more questions.

Are there any particular circumstances surrounding the property or the beneficiaries that might affect how you want to structure the beneficiary deed?

No. Grantor is a widow.

My questions: the form asks about prior recorded information. Does this refer to the original vesting deed? Deed of trust?

It also asks for an Affidavit of Property Value. I have the affidavit issued at time of purchase, 09/12/2017. Do they want a current affidavit of value?

Legal Eagle

Ok! Did you need to tell me anything else? If not, I can start answering your question.

Will you review the form?

Legal Eagle

I’m so sorry about that! I don’t think they let us do that, unfortunately.

Legal Eagle

For a beneficiary deed in Arizona, “prior recorded information” usually refers to the recording details of the original vesting deed—the deed that gave current ownership to the grantor. It does not refer to the deed of trust, which is a separate document related to financing and does not affect the beneficiary designation.

You can use the same Affidavit of Property Value from when the property was originally acquired, since a beneficiary deed does not trigger a sale or transfer during life. If the form still asks for an affidavit, you may attach a copy of the original or write “No change in value; affidavit on record.”

Does that help clarify things? I want to make sure I didn’t leave anything out.

Ok. I did enter the original vesting deed info. I will try “No change in value; affidavit on record.” The notarization doesn’t show up; will it show up once I print the form?

Legal Eagle

I hear you! Yes, the notarization section often appears blank on screen but will show up properly once you print the form. You did the right thing by entering the original vesting deed information. Writing “No change in value; affidavit on record” is appropriate for this situation.

Ok. I noticed that the form doesn’t ask for the name of the grantor. I assume I can add this to the signature block?

Legal Eagle

Yes, you should add the grantor’s full legal name to the signature block to clearly identify who is making the transfer. Even if the form doesn't prompt for it earlier, including the name near the signature helps avoid confusion or rejection by the recorder. Make sure the name matches the one on the original vesting deed.

Legal Eagle

Hello! I want to make sure I fully answered all your questions and that you feel completely supported. Your feedback truly helps us continue providing great service. If there's anything else I can clarify, I'm here for you!

Legal Eagle

Legal Eagle

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