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Tax, SDIRAs & Cost Segregation

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Jenna Y.
  • Investor
  • Oakland, CA
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Help with switching ownership structure from Joint Tenancy to Tenancy in Common

Jenna Y.
  • Investor
  • Oakland, CA
Posted Oct 21 2014, 18:58

Hello - I'd like to change ownership structure for a property (my first deal) from Joint Tenancy to Tenancy in Common. Same owners.

Looks like I'll have to do the following. Is this correct? 

  • Grant Deed: Fill out, notarize, definitely file with County Recorder
  • Tenancy in Common Agreement: Fill out, notarize, maybe file with County Recorder

It seems like I can fill most of this out on my own, but I sure could use an experienced second set of eyes. 

Who would be the appropriate person that could review these documents before I file them? Any recommendations? For context, this is for San Bernadino County, California. 

Thank you! 

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