And make sure you have the relevant bank account statements/preapproval and operating agreement if applicable for submitting offers, as many seller entities may require additional documents for offer acceptance, purchase or re-fi.

So if you want to avoid that, have a will or trust documents to avoid probate and designate your beneficiary.

It is an extremely easy document for anyone to fill out and ensures there are no confusions or misunderstanding after closing.The standard contracts we use in Florida do not stipulate who specifically should present it to the tenants, so it could be the Seller, the List Agent or the Property Manager, depending on who is involved and what is most convenient. 

Plus, it documents what happened while fresh in your mind.As mentioned, discuss this with your HML.

It is a binding legal document.

So basically i won't have any legal presence on any of the documents (deed, title and mortgage) but just another type of agreement?

She has the proper documentation which I confirmed with her doctor. 

It should definitely be detailed in your loan documents. 

Any idea where to find a good template or completed document?  

One is that they require documentation on where the money came from.