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Living trust vs. Lady Bird deed in Michigan: which avoids probate better?

By Moshe B. Newman, Attorney · Published July 2026

Michigan homeowners researching how to keep the house out of probate quickly run into two candidates: the revocable living trust and the Lady Bird deed. Both work. Both are recognized under Michigan law. And both are regularly oversold as the answer to everything. The honest comparison is less about which tool is “better” and more about which problem you’re actually solving — because for the house alone, they perform almost identically, and for everything beyond the house, they aren’t even playing the same game.

The short answer

For the single property it names, a correctly drafted and recorded Lady Bird deed keeps the home out of probate just as completely as a funded trust does. If your home is your only significant probate-exposed asset and your beneficiaries are adults who get along, the deed may be all the real-estate planning you need. But if you own more than the house, want someone to manage things if you become incapacitated, or want control over how your heirs receive their inheritance rather than just whether they do, the trust does work a deed simply cannot.

Where the Lady Bird deed wins

  • Simplicity and cost. It is one recorded document. The government charge is the flat $30 recording fee under MCL 600.2567, and because the transfer is for no consideration, it is exempt from state and county transfer tax in the typical case. As an engagement, it is a small fraction of a full trust-based plan.
  • Medicaid estate recovery. This is the deed’s distinctive advantage. Michigan’s Medicaid estate recovery program reaches assets that pass through probate. Because a Lady Bird deed carries the home around probate, it can protect the family home from a recovery claim after a long-term-care Medicaid stay — something a standard revocable trust does not do, since a home deeded into a revocable trust loses that particular protection.
  • Nothing changes during your life. You can sell, mortgage, rent, or revoke at will, with no trustee formalities and no effect on your property taxes: the deed does not uncap taxable value when recorded, and under MCL 211.27a(7) the transfer at your death to close family members — children, parents, siblings, grandchildren — does not uncap residential property so long as it isn’t put to commercial use.

Where the living trust wins

  • Scope. A deed covers one parcel. A funded trust can hold the house, the cottage, bank and brokerage accounts, and business-free personal assets of every kind — and everything titled in it passes outside probate. Families who record a Lady Bird deed and stop there sometimes discover the rest of the estate lands in probate court anyway.
  • Incapacity. If you develop dementia or are hospitalized, a Lady Bird deed does nothing — it only operates at death. A trust puts a successor trustee in charge of trust assets the moment you can no longer manage them, often avoiding the need for a court-appointed conservator.
  • Control over distributions. A deed hands the property to your beneficiaries outright, immediately, and in shared ownership if there’s more than one. A trust can stagger distributions, hold funds for a minor or a beneficiary with special needs, protect an heir going through divorce or bankruptcy, and give one child the house while equalizing the others with different assets.
  • Contingencies. Trusts handle the “what ifs” — a beneficiary who dies first, a falling-out, a sale of the home late in life — through instructions that travel with the whole plan, not with one parcel’s title.

The comparison at a glance

  • Avoids probate for the home: both, equally, when done correctly.
  • Avoids probate for everything else: trust only (when funded).
  • Helps during incapacity: trust only.
  • Shields the home from Medicaid estate recovery: Lady Bird deed.
  • Handles multiple or minor beneficiaries gracefully: trust.
  • Upfront cost and effort: Lady Bird deed, by a wide margin.
  • Property tax uncapping: avoidable with either, if drafted to fit MCL 211.27a’s exceptions.

The quiet answer: many good plans use both

Framing this as trust versus deed misses how Michigan practitioners actually use these tools. A common structure keeps the home under a Lady Bird deed — preserving the Medicaid recovery protection — while a revocable trust holds or receives everything else. The deed can even name the trust as its default beneficiary, so at death the home flows into the trust and follows the same instructions as the rest of the estate: one set of rules, one successor trustee, no shared-title standoffs between siblings. Whether that structure fits you depends on your assets, your family, and your long-term-care outlook — which is exactly what a planning conversation is for.

What each path costs at our firm

Our trust-based estate plans are flat-fee: $4,000 for individuals and $5,000 for couples, for straightforward estates (no business interests) with assets up to roughly $2,000,000 — including the deeds that fund the trust with your real estate. A standalone Lady Bird deed is a much smaller engagement, and like everything we do, it is quoted as a flat fee before any work begins. If a deed is genuinely all you need, we will tell you so; selling a trust to someone who doesn’t need one is not how we practice.

Frequently asked questions

Is a Lady Bird deed as effective as a living trust for avoiding probate in Michigan?

For the one property it covers, yes — a properly drafted and recorded Lady Bird deed passes that home outside probate just as completely as a funded trust would. The difference is scope: the deed does nothing for bank accounts, vehicles, investments, or any other asset, while a funded revocable trust can keep the entire estate out of probate and also manage assets during incapacity.

Can I use both a Lady Bird deed and a living trust together?

Yes, and many Michigan plans do. One common structure keeps the home under a Lady Bird deed — preserving its Medicaid estate recovery advantage — while a revocable trust holds or receives everything else. A Lady Bird deed can even name the trust itself as the default beneficiary, so the home ultimately follows the trust’s instructions. The right combination depends on your assets, family, and long-term-care outlook.

Does a Lady Bird deed or a trust transfer uncap Michigan property taxes?

Neither has to. Recording a Lady Bird deed does not uncap taxable value during your life because you retain full control, and under MCL 211.27a(7) the transfer at death to close family members does not uncap residential property that is not put to commercial use. Similarly, under MCL 211.27a(6)(c) a conveyance into your own revocable trust is not a transfer of ownership when you (or your spouse) remain the sole present beneficiary.

Find out which tool fits your estate

The decision usually turns on a handful of facts: what you own beyond the house, who your beneficiaries are, and whether long-term care is on the horizon. Those facts fit comfortably in a free 20-minute screening call — and if your situation warrants a full review, our $500 in-depth working session maps your assets and goals in detail, with the $500 credited toward your plan if you move forward. If probate has already begun for a loved one, our Michigan probate court directory and administration practice can help with that too.

This article is general information about Michigan law, not legal advice, and does not create an attorney-client relationship. Laws and dollar thresholds change; figures current as of 2026. For advice on your specific situation, schedule a consultation.

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