Lee County Special Warranty Deed (Trustee Grantor) Form

When Florida real property held in trust changes hands, the deed comes from the trustee, and the warranty a trustee gives ordinarily stops at the edges of the trust's own tenure. This special warranty deed prepares that conveyance: the trustee of an identified trust conveys the property in fee simple and warrants the title only against the lawful claims of persons claiming by, through, or under the grantor.

A warranty measured by the grantor's tenure

Florida writes two deed forms into statute. The warranty deed of section 689.02, Florida Statutes, carries full common-law covenants under section 689.03, reaching the entire history of the title; the quitclaim deed of section 689.025 conveys whatever interest the grantor holds with no covenant at all. The special warranty deed sits between them, and no Florida statute prescribes its form, so the instrument does the work itself: it conveys with ordinary words of conveyance, states an express covenant limited to claims arising by, through, or under the grantor, and states that no other covenant of title arises from the deed. Because section 689.03 attaches the full covenants to any deed substantially in the statutory form, that express limitation is what confines the promise to the grantor's own tenure, the posture that recurs wherever a fiduciary conveys property whose earlier chain of title the fiduciary never controlled.

Title held in trust, and what the record shows

Florida gives a purchaser from a trustee unusual statutory comfort, and one well-known trap. Under section 689.073, a recorded instrument that names the grantee as trustee and confers the power to protect, conserve, sell, lease, encumber, or otherwise manage and dispose of the described property vests the trustee with full power and authority of record, and a person dealing with that trustee takes free of unrecorded trust terms and beneficiary claims, with no duty to inquire. Section 689.07 is the other edge: a deed naming a grantee only as trustee, with no trust identified, can vest a personal fee simple instead. This form answers both statutes on its face. Section 1 identifies the trust by name and date, Section 2 identifies the recorded instrument through which the trustee holds title, and the operative sections recite that the trustee conveys in the stated capacity and not individually, with every covenant confined to that capacity.

Signed and recorded like every Florida deed

The trustee signs before two subscribing witnesses under section 689.01, and since January 1, 2024, each witness's printed name and post-office address on the deed are recording requirements under section 695.26. The acknowledgment tracks the statutory short forms, recording whether the trustee appeared by physical presence or by online notarization, with the representative capacity stated in the certificate. The first page reserves the 3-inch square at the top right for the clerk of the circuit court, and the documentary stamp tax of section 201.02, 70 cents per $100 of consideration in every county but Miami-Dade, is paid at recording.

The package pairs the fillable deed with a completed example, worked through a realistic Orange County fact pattern, and a plain-language guide that walks every numbered section, the witness and notary blocks, and the recording steps, with citations to the governing statutes. The materials are informational and are not legal advice; a Florida attorney can apply these rules to a specific trust and title.