Union County Beneficiary and Administrator Deed Form (North Carolina)

All Union County specific forms and documents listed below are included in your immediate download package:

Beneficiary and Administrator Deed Form

Union County Beneficiary and Administrator Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Union County compliant document last validated/updated 5/2/2025

Beneficiary and Administrator Deed Guide

Union County Beneficiary and Administrator Deed Guide

Line by line guide explaining every blank on the form.
Included Union County compliant document last validated/updated 1/3/2025

Completed Example of the Beneficiary and Administrator Deed Document

Union County Completed Example of the Beneficiary and Administrator Deed Document

Example of a properly completed form for reference.
Included Union County compliant document last validated/updated 6/24/2025

The following North Carolina and Union County supplemental forms are included as a courtesy with your order:

When using these Beneficiary and Administrator Deed forms, the subject real estate must be physically located in Union County. The executed documents should then be recorded in the following office:

Union County Register of Deeds

500 N Main St, Suite 239 / PO Box 248, Monroe, North Carolina 28111

Hours: 8:00 to 5:00 M-F

Phone: (704) 283-3727

Local jurisdictions located in Union County include:

  • Indian Trail
  • Marshville
  • Matthews
  • Mineral Springs
  • Monroe
  • Waxhaw
  • Wingate

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Union County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Union County using our eRecording service.
Are these forms guaranteed to be recordable in Union County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Union County including margin requirements, content requirements, font and font size requirements.

Can the Beneficiary and Administrator Deed forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Union County that you need to transfer you would only need to order our forms once for all of your properties in Union County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by North Carolina or Union County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Union County Beneficiary and Administrator Deed forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

Probate is the legal process of settling a decedent's (deceased person's) estate. An administrator is the personal representative appointed by the clerk of superior court to administer a decedent's estate.

When the estate's assets are not sufficient to pay debts, the administrator may need to petition the superior court where the estate is open to obtain an order to sell the decedent's real property. In North Carolina, title to real property vests in the decedent's heirs upon death, and a special proceeding is required to bring the property into the estate. An administrator may not sell realty without the court's permission.

The beneficiary and administrator's deed is an instrument executed by a decedent's heirs and joined by the administrator of the estate to convey an interest in real property from an intestate estate (so called when the decedent dies without a will, or does not name an executor of the estate) to a purchaser.

When the estate is still open in probate, the administrator joins in the deed consenting to the sale of the real property described within as required by N.C.G.S. 28A-17-12. By signing the deed, the administrator waives the possibility of opening a special proceeding to bring the property back into the estate later.

Heirs must execute the deed for a valid transfer. The deed lists all heirs and their marital status; spouses of heirs must join in signing the deed to release homestead rights under North Carolina law. Because title is legally vested in them, the executing heirs may make warranties of title, but the administrator typically does not. Any warranty language included in the deed is binding on the heirs.

Recitals of a beneficiary and administrator's deed include a statement that the decedent died intestate and information regarding the opened estate, including the decedent's date of death, the county of probate, and the file number assigned to the estate by the clerk of superior court. In addition, the deed states that the administrator named within is qualified to administer the estate and joins to evidence consent to the sale, and includes the date of first notice to creditors.

A lawful deed in North Carolina states the consideration made for the transfer of title, contains an accurate legal description of the subject parcel and recites the grantor's source of title. When properly executed and recorded, the beneficiary and administrator's deed vests title to the within-described property in the named grantee(s). Any restrictions to the transfer should be noted in the body of the deed.

Both the heirs' signatures and the administrator's signature must be acknowledged in the presence of a notarial official before the deed can be recorded in the county where the subject property is located. For a valid deed, the signatures of heirs and their spouses, when applicable, must be present. An affidavit of consideration or value may be required.

Consult an attorney licensed in the State of North Carolina with questions regarding beneficiary and administrator's deeds, as each situation is unique.

(North Carolina B&AD Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Union County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Union County Beneficiary and Administrator Deed form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

4.8 out of 5 - ( 4564 Reviews )

Michael G.

July 14th, 2025

Very helpful and easy to use

Reply from Staff

Your appreciative words mean the world to us. Thank you.

JAMES D.

July 10th, 2025

Slick as can be and so convenient.rnrnWorked like a charm

Reply from Staff

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

MARY LACEY M.

June 30th, 2025

Great service! Recording was smooth and swiftly performed. Deeds.com is an excellent service.rn

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

RAMONA F.

July 29th, 2020

Good communication but they were unable to help me

Reply from Staff

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

Bobbi W.

February 16th, 2019

Site was super easy to use. After frustrating search for the item I needed I found it here!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Ann M.

February 11th, 2022

I was extremely pleased with how easy this process was, and how quickly my document was recorded. I will definitely use this again!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Rita M.

January 12th, 2019

Forget what I just wrote! I found it. Thank You! This is a very convenient service.

Reply from Staff

That's great to hear Rita, thanks for following up.

Veronica S.

June 4th, 2020

Very convenient and quick. I will definitely use it again.

Reply from Staff

Thank you!

Danna F.

May 29th, 2020

VERY INFORMATIVE

Reply from Staff

Thank you!

Toni C.

September 2nd, 2020

Super impressed!! For me to get back my recorded document in one day was awesome. I needed it for a foreclosure and knew if I mailed it in to the Clerk's office I more than likely would not get it back in time. Also the fact that you had no problem with me having a one-time document to record is a plus. I will be using you in the future for my recording needs. Thank you.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Victoria Y.

February 11th, 2019

Great response and painless. Very easy to use

Reply from Staff

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

Jessica B.

September 23rd, 2021

Amazing service. Immediate responses at all hours of the day and prevent late in the evening! Patient and friendly. I will say that Adobe scan did not work well for me. Notes app for IOS has a scan feature and that seemed to work best.

Reply from Staff

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

Preston P.

January 12th, 2023

Filled my need for the documents needed. thank you, I am sure I will return soon.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

DAVID JOHN M.

February 25th, 2019

The Transfer On Death Deed did work for New Mexico! Though I did have to add the long property description to the "Exhibit" page that was included with the document. Great website! Will use again! Thanks!!!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Stanley C.

September 11th, 2019

Amazingly simple, easy to download and use. Excellent service, Thank You

Reply from Staff

Thank you!