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Deed of Trust

Draft Deeds of Trust & Security Agreements in Minutes

14 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

14 minutes with CaseMark

What you'll need

  • Promissory Note and Loan Agreement
  • Title Report or Commitment
  • Personal Property Collateral Schedules

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Deed of Trust and Security Agreement skill automates the drafting of combined instruments that create enforceable security interests in both real property and UCC Article 9 personal property for commercial financing transactions. By analyzing your loan documents, property descriptions, and collateral schedules, it produces jurisdiction-aware, recording-ready instruments that would otherwise require hours of manual drafting and research.

Drafting combined Deed of Trust and Security Agreements for commercial financing is one of the most detail-intensive tasks in real estate practice. Attorneys must research jurisdiction-specific property theories, foreclosure procedures, and recording requirements while meticulously describing both real and personal property collateral—all under tight closing deadlines that leave little room for error.

CaseMark automates this complex drafting process by analyzing your uploaded loan documents, title reports, and collateral schedules to produce a comprehensive, jurisdiction-aware combined instrument. The AI handles the structural complexity of merging deed of trust and UCC Article 9 provisions, freeing attorneys to focus on deal-specific negotiations and client counsel rather than boilerplate assembly.

How it works

  1. 1. Upload your loan documents, property descriptions, title reports, and collateral schedules

  2. 2. AI analyzes deal terms, identifies jurisdictional requirements, and structures the combined instrument

  3. 3. Review and customize the drafted Deed of Trust and Security Agreement

  4. 4. Export the recording-ready document in your preferred format (DOCX, PDF)

What you get

  • Parties and Recitals

  • Real Property Description and Conveyance

  • Personal Property Collateral Description

  • Covenants and Obligations of Grantor

  • Default and Remedies Provisions

  • Trustee Powers and Foreclosure Procedures

  • UCC Article 9 Security Agreement Terms

  • Insurance and Tax Escrow Requirements

  • Execution and Acknowledgment Blocks

What it handles

  • Drafts combined real property and UCC Article 9 personal property security instruments

  • Adapts to jurisdiction-specific property theories, foreclosure processes, and execution requirements

  • Generates comprehensive property descriptions for both real and personal property collateral

  • Includes customized covenants, default provisions, and remedies clauses

  • Incorporates title exceptions, permitted encumbrances, and subordination terms

  • Produces recording-ready formatting with proper execution blocks and notary provisions

Required documents

  • Promissory Note and Loan Agreement

    The executed or draft promissory note and loan agreement containing loan terms, payment schedules, interest rates, and maturity dates

    .pdf, .docx

  • Title Report or Commitment

    Current title report or commitment showing the legal description, APN, chain of title, and existing encumbrances or exceptions

    .pdf, .docx

  • Personal Property Collateral Schedules

    Equipment lists, inventory schedules, account descriptions, or other documentation identifying personal property collateral with serial numbers where applicable

    .pdf, .docx, .xlsx

Supporting documents

  • Prior Deed or Survey

    Prior recorded deed or survey plat providing additional legal description detail or boundary information

    .pdf, .docx

  • Entity Formation Documents

    Articles of incorporation, operating agreements, or partnership agreements confirming entity status and authority of signatories

    .pdf, .docx

  • Environmental or Inspection Reports

    Phase I environmental assessments, property condition reports, or other inspection documents relevant to property covenants

    .pdf, .docx

Why teams use it

Reduce drafting time from hours to minutes while maintaining the precision required for recordable security instruments

Ensure jurisdiction-specific compliance with property theories, foreclosure procedures, execution formalities, and recording standards

Generate comprehensive collateral descriptions covering both real property and personal property in a single unified instrument

Minimize revision cycles with AI-structured covenants, default provisions, and remedies tailored to your specific deal terms

Questions

How does CaseMark handle different state requirements for deeds of trust?

CaseMark analyzes the situs state to determine the applicable property theory (title, lien, or intermediate), foreclosure procedures, statutory notice and cure periods, execution formalities, and recording requirements. The generated instrument is tailored to comply with your jurisdiction's specific legal framework.

Does the output include both real and personal property security interests?

Yes. CaseMark drafts a combined instrument that creates an enforceable deed of trust lien on real property and a UCC Article 9 security interest in personal property collateral. This unified approach is standard for commercial real estate financing transactions.

Can I customize the default and remedies provisions?

Absolutely. CaseMark generates comprehensive default triggers and remedies clauses based on your loan terms, which you can then review and modify. The output includes both non-judicial and judicial foreclosure provisions as applicable to your jurisdiction.

What property information do I need to provide?

You should upload the full legal description from the chain of title, the assessor's parcel number (APN), street address, and a current title report or commitment showing existing encumbrances. For personal property, provide equipment lists, inventory schedules, or account descriptions with serial numbers where applicable.

Is the generated document ready for recording?

CaseMark produces a document structured for recording with proper formatting, execution blocks, and notary acknowledgment provisions. However, you should verify compliance with your county recorder's specific formatting requirements (margins, font size, indexing standards) before submission.

How does CaseMark handle community property and homestead issues?

CaseMark identifies when spousal joinder or homestead waivers may be required based on the jurisdiction and property type. The instrument includes appropriate signature blocks and consent provisions, though you should confirm applicability based on the grantor's marital status and property classification.

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