Lucas County Affidavit of Surviving Joint Tenant Form

Last validated April 30, 2026 by our Forms Development Team

Lucas County Affidavit of Surviving Joint Tenant Form

Lucas County Affidavit of Surviving Joint Tenant Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document Last Validated 4/23/2026
Lucas County Affidavit of Surviving Joint Tenant Guide

Lucas County Affidavit of Surviving Joint Tenant Guide

Line by line guide explaining every blank on the form.

Document Last Validated 4/30/2026
Lucas County Completed Example of the Affidavit of Surviving Joint Tenant Document

Lucas County Completed Example of the Affidavit of Surviving Joint Tenant Document

Example of a properly completed form for reference.

Document Last Validated 4/28/2026

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

Important: Your property must be located in Lucas County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Lucas County Recorder

Address:
Courthouse - 916 Braden Ave
Chariton, Iowa 50049

Hours: 8:00 to 4:00 Monday through Friday

Phone: (641) 774-2413

Recording Tips for Lucas County:
  • Verify all names are spelled correctly before recording
  • Ask if they accept credit cards - many offices are cash/check only
  • Request a receipt showing your recording numbers
  • Verify the recording date if timing is critical for your transaction
  • Bring multiple forms of payment in case one isn't accepted

Cities and Jurisdictions in Lucas County

Properties in any of these areas use Lucas County forms:

  • Chariton
  • Derby
  • Lucas
  • Russell
  • Williamson

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Lucas County

How do I get my forms?

Forms are available for immediate download after payment. The Lucas County forms will be in your account ready to download to your computer. An account is created for you during checkout if you don't have one. Forms are NOT emailed.

Are these forms guaranteed to be recordable in Lucas County?

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Lucas County, including margin requirements, font requirements, and other layout standards. This guarantee applies to formatting, not to the legal sufficiency of information entered by the user or the suitability of a form for a particular transaction.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Lucas County you only need to order once.

What do I need to use these forms?

The forms are PDFs that you fill out on your computer. You'll need Adobe Reader (free software that most computers already have). You do NOT enter your property information online - you download the blank forms and complete them privately on your own computer.

Are there any recurring fees?

No. This is a one-time purchase. Nothing to cancel, no memberships, no recurring fees.

How much does it cost to record in Lucas County?

Recording fees in Lucas County vary. Contact the recorder's office at (641) 774-2413 for current fees.

Questions answered? Let's get started!

Transferring Title to Iowa Real Estate after a Joint Tenant Dies

Joint tenancy is a form of ownership where two or more people share title rights to a specific parcel of real property. If one joint tenant dies, his/her portion of property rights transfers to the remaining owners by function of law. If there are multiple surviving co-owners, they each receive an equal share of the rights. Property held in joint tenancy does not pass to the owners' estates in a will. Therefore, it avoids distribution via the probate process.

Iowa Code 558.66 (2013) governs the different requirements for completing the transfer of title rights under joint tenancy. Specifically, the living joint tenant may execute and record an affidavit of surviving joint tenant, which the recorder attaches to the previously recorded deed. An affidavit is a document containing statements, made under oath, which identify the person presenting the material (affiant); the name of the surviving co-owner (often the affiant); details about the deceased owner; the legal description of the property being transferred; recording information from the deed granting joint tenancy; and a request to update the records with the county auditor ( 558.66(3)(b)). In addition, many people include an official copy of the deceased owner's death certificate.

Completing this process is an essential step in preserving a clear chain of title to the property, meaning that there is an unbroken history of owners, which reduces the likelihood of unexpected claims of rights to the real estate. A clear chain of title also makes the property easier to sell or mortgage because title agencies will provide the insurance that is usually required as part of the sale. In addition, because grantors (owners) must sign deeds when property is sold or otherwise conveyed, the recorded affidavit serves as evidence proving why one of the named owners cannot sign the transfer.

Real estate held in joint tenancy is often one aspect of an overall estate plan. Good practice dictates frequent updates of items such as wills, trusts, and other associated documents. As such, executing an affidavit of surviving joint tenant soon after a co-owner dies protects the rights and interests of everyone involved by ensuring that the relevant land records contain the most current information.

Each situation is unique, so for complex issues or with additional questions, please contact a local real estate attorney or other estate planning professional.

(Iowa Affidavit of Surviving Joint Tenant Package includes form, guidelines, and completed example)

Important: Your property must be located in Lucas County to use these forms. Documents should be recorded at the office below.

This Affidavit of Surviving Joint Tenant meets all recording requirements specific to Lucas County.

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Lucas County recording format requirements. If there is a rejection caused by our formatting, we will correct the issue or refund your payment. This guarantee applies to document formatting only and does not extend to information entered by the user, the selection of the form, or the legal effect of the completed document.

Save Time and Money

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December 16th, 2021

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Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

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December 20th, 2023

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Reply from Staff

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February 13th, 2024

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Reply from Staff

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Reply from Staff

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May 2nd, 2019

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Reply from Staff

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May 15th, 2019

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Reply from Staff

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January 25th, 2019

The pdf form is good; however, the input boxes merge into the line above so the text is hard to read when complete. I added a return before entering my data and this solved the problem.

Reply from Staff

Thank you for your feedback Cathleen. We will have staff take a look at the document for issues with the text fields. Have a great day!

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November 4th, 2020

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Reply from Staff

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December 6th, 2021

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Reply from Staff

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Reply from Staff

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Reply from Staff

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