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Unmarried, Joint Tenants With The Right Of Survivorship And Not As Tenants In Common, Form

Use a Unmarried, Joint Tenants With The Right Of Survivorship And Not As Tenants In Common, template to make your document workflow more streamlined.

What this joint tenancy form establishes

This form records two unmarried owners’ intent to hold identified property as joint tenants with the right of survivorship, rather than as tenants in common. It generally identifies the owners, property, ownership language, consideration, and execution details required by the applicable state law. When one joint tenant dies, the surviving tenant may receive the deceased tenant’s interest outside probate, subject to title, recording, creditor, tax, and state-law requirements. A deed or related instrument may require notarization and recording even when electronic signing is permitted.

Who uses this ownership form

Unmarried co-owners

Unmarried co-owners use the form to document survivorship intent for eligible property interests, subject to state title and recording rules.

Property professionals

Real-estate attorneys and title professionals review ownership wording, acknowledgments, legal descriptions, and recording requirements before submission.

Businesses that use this form

The form is most useful where ownership language, signer identity, and property-record evidence must be reviewed together.

  • Solo estate-planning practitioners can prepare survivorship instruments for unmarried co-owners, verify state execution rules, and retain signed evidence with the client matter file.
  • Real-estate title professionals can coordinate owner signatures, compare names and legal descriptions with vesting records, and route documents for required acknowledgment or recording.
  • Enterprise property and legal departments can standardize approved templates, assign delegated senders, and preserve audit trails for repeated ownership-document workflows across offices.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

How to complete this joint tenancy form

Complete the ownership language and property details before routing the form for review, notarization, signing, and recording where required.

  • Identify owners:

    Confirm both owners’ legal names and unmarried status.
  • Describe property:

    Enter the property description exactly as shown in title records.
  • Choose ownership:

    Select joint tenancy language with survivorship rights.
  • Check requirements:

    Review state execution and notary requirements.
  • Collect signatures:

    Send the completed form to both owners for signature.
  • Store record:

    Download the signed record and retain its audit trail.
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How the ownership process works

The form moves from accurate identification to execution, then to any state-required acknowledgment or recording.

  • Enter details: Owners provide names and property information.
  • State intent: The form states survivorship ownership intent.
  • Execute document: Both owners review and execute the instrument.
  • Complete formalities: The completed record is notarized or recorded when required.

Recommended signing configuration

Configure the workflow around identity, signer intent, evidence preservation, and the state’s property-record requirements.

SettingRecommendation
Authentication methodEmail authentication with SMS OTP
Signature typeElectronic signature with signer intent
Audit trailEnabled completion history and certificate
Document retentionRetain through applicable state limitation periods
EncryptionTLS 1.2 or 1.3 and AES-256

What the audit trail records

For this ownership document, the audit trail preserves who accessed, reviewed, signed, and completed the record.

01

Authenticate signer:

Email or SMS authentication records signer access.
02

Capture timestamps:

Timestamps record signing and completion events.
03

Track document history:

Document history records each viewed and signed version.
04

Seal record:

Completed PDFs receive tamper-evident signing evidence.
05

Link activity:

Audit data links actions to signer identity and access details.
06

Export trail:

Authorized users can retrieve and export completion evidence.

Challenges when preparing the form

  • Owners may enter names that do not match the vesting or identification records used by the title office.
  • A legal description copied incompletely can prevent the instrument from identifying the intended property.
  • Survivorship language may conflict with state-specific deed, title, or marital-property requirements.
  • Electronic execution may not satisfy a separate notarization or recording requirement.

Best practices for this ownership record

Accuracy, execution evidence, and state-specific review matter more than speed when preparing a survivorship ownership record.

Match names to title records

Compare every owner name with the identification and vesting records before sending. Use the same spelling, suffixes, and identifying details throughout the document, and resolve discrepancies before signatures are collected. This prevents avoidable title-office questions and preserves a clearer connection between the signer and ownership record.

Verify the full property description

Copy the complete legal description from the controlling title or deed record rather than relying only on a street address. Ask a qualified title professional to review the description, parcel identifiers, and county requirements before execution, especially when the form will accompany a real-estate deed or recording package.

Capture each owner’s execution evidence

Use signNow fields for each owner’s signature, printed name, date, and any required initials. Send in a defined order when review is needed, and retain the completed PDF, certificate, and audit trail together so the execution history remains understandable.

Confirm state recording formalities

Electronic signing does not answer every state-law question. Confirm whether acknowledgment, witnesses, recording, or a specific deed format is required, then submit the instrument through the appropriate county or state process. Retain the recorder’s evidence alongside the signed document when available.

Security for the signed record

Data in transit:

TLS 1.2 and TLS 1.3

Stored documents:

AES-256 encryption at rest

Security reporting:

SOC 2 Type II certification

Information security:

ISO 27001 certification

Electronic signatures:

ESIGN and UETA compliant

Signer verification:

Two-factor authentication available

Platform requirements for signing

Use TLS 1.2 or TLS 1.3 connections with Chrome, Firefox, Safari, or Edge. signNow mobile apps support iOS and Android for reviewing and signing the joint tenancy document.

  • Browsers Chrome, Firefox, Safari, and Edge
  • Desktop systems Windows and macOS desktops
  • Mobile access iOS and Android mobile apps

A platform workflow does not replace state-law formalities. If the instrument is a real-estate deed or another record requiring acknowledgment, arrange the required notary act and recording separately. Confirm the destination recorder’s electronic-document rules before relying on a completed digital copy.

Troubleshooting signing and ownership issues

Resolve execution problems by separating signNow workflow questions from state-specific title, notary, and recording requirements.

signNow Business provides templates, legally binding eSignatures, mobile apps, and audit trails at $8/user/month with annual billing. Upload the joint tenancy document, place fields, and send it to both owners. Confirm separately whether the document requires notarization or recording.

Business Premium adds bulk send, but this form usually requires individualized property and ownership details. Use a template only for stable language, then verify every owner name, legal description, vesting statement, and acknowledgment before sending.

A signNow signature does not itself prove that a state-required deed acknowledgment or recording occurred. For a real-estate instrument, arrange the required notary process and submit the document through the applicable county or state recording procedure.

ESIGN and UETA generally support electronic records and signatures when intent, consent, attribution, and record reproducibility are established. They do not eliminate statutory exclusions or override state requirements for wills, court filings, family-law decrees, or particular property records.

Use signNow’s audit trail and certificate of completion to preserve access, timestamps, signer activity, and document history. Store the completed document with the title or legal file, while following the applicable state retention policy and recording rules.

The Business plan includes audit trails and templates at $8/user/month billed annually. Enterprise is $30/user/month billed annually and adds advanced signer authentication, formula fields, conditional fields, and other controls when the transaction requires them.

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