Blackbeard Operating

Ownership Change Guide


When dealing with land and mineral rights, a change in ownership or owner status require updated title records. Owners should ensure they have the appropriate documentation, which is outlined below for each type of change in interest. Requirements may vary depending on the jurisdiction.

In addressing any ownership change situation, please note the following:

  • All payees are required to evidence a valid Social Security or tax identification number by IRS Form W9, or federal law requires tax withholding.
  • All documents related to a change of ownership must be filed of record in the county/parish where the property is located.
  • Laws of agency preclude us from providing forms for conveying real property interests. However, you may contact an attorney, Legal Aid Society or your local Bar Association for assistance in handling these matters.
  • Address changes cannot be handled by telephone. Complete the Change of Address form, located on the Important Forms page.
  • Retain your check detail for future reference.



SITUATION                          DOCUMENT REQUIRED
NAME CHANGE - PERSONAL
Marriage Copy of marriage certificate
Divorce Copy of divorce decree reinstating maiden name or prior name
Legal Name Change Court order evidencing name change
     
NAME CHANGE - COMPANY/CORPORATE, LLC
Merger/Name Change Certificate of merger and tax ID number
LLC Name Change Certificate evidencing name change
     
NAME CHANGE - TRUSTS/PARTNERSHIP CHANGE
Trust or Partnership is Created Recorded conveyance of interest to the Trustee and/or Trust or Partnership
Trust or Partnership Agreement
Change of Trustee - Death Recorded Instrument evidencing death of Trustee and appointment of Successor Trustee
Copy of Trust Agreement
Change of Trustee - Resignation Recorded instruments evidencing Trustee resignation and appointment of Successor Trustee
Copy of Trust Agreement
Change of Trustee - Appointment (Original or Succession) Copy of Trust Agreement or recorded Memorandum of Trust
Trust or Partnership is Terminated Dissolution of Trust or Partnership
Conveyance to beneficiary or partners
     
DEATH OF CO-OWNER
Joint Tenant (with Rights of Survivorship) Certified copy of Death Certificate of deceased joint tenant
Tenants by Entirety Certified copy of Death Certificate of deceased joint tenant
Life Tenant Certified copy of Death Certificate of deceased life tenant
Recorded instrument creating the life estate
Names, addresses and tax ID numbers of remaindermen
Tenant in Common Pertinent "Death of Owner" documents described immediately below for deceased tenant in common
     
DEATH OF OWNER - OWNER DIED WITH A WILL (TESTATE)
Probate proceedings are filed in the state in which the property is located and are currently pending Certified copy of Last Will and Testament
Certified copy of Order Admitting Will to Probate
Certified copy of Letters Testamentary
Probate proceedings were filed in the state in which property is located and are complete Certified copy of Final Decree, Certificate of Transfer or other documentation evidencing final distribution of property by the Court
Probate proceedings have not been filed Certified copy of Death Certificate
Certified copy of Last Will and Testament
Properly executed and recorded Affidavit of Heirship completed by disinterested party
     
DEATH OF OWNER - OWNER DIED WITHOUT A WILL (INTESTATE)
Probate proceedings are filed in the state in which the property is located and are currently pending Certified copy of Death Certificate
Certified copy of Administration Proceedings
Probate proceedings were filed in the state in which the property is located and are complete Certified copy of Final Decree, Certificate of Transfer or other documentation evidencing final distribution of property by the Court through laws of descent and distribution
Probate proceedings have not been filed Certified copy of Death Certificate
Properly executed and recorded Affidavit of Heirship completed by a disinterested party
     
PURCHASE/SALE OF INTEREST
Purchase of Interest Recorded conveyance evidencing acquisition of property
Sale of Interest Recorded conveyance evidencing sale of property