LDAs are not lawyers and do not offer legal advice, discuss legal strategies, answer questions of a legal nature, select forms for the consumer, or appear in court on the consumer’s behalf.

Note and Deed of Trust Questionnaire

About you

What is your Name? *

What is your Phone Number? *

What is your email address? *

Who Referred You to Us?

Are you the lender or the borrower? *

I am the lender

I am the borrower

Both / someone else

The property securing the loan

What is the Subject Property Address? *

What is your mailing address (if different from the property address)?

Which county is the property in? *

What is the APN (Assessor's Parcel Number)? It's on your property tax bill.

Is the property a Primary Residence?

Yes

Is the Property a Rental?

Yes

Who is currently on the title of the property?

Is there a Mortgage on the Property?

Yes

Is there a current lender / lien holder that may need to be notified?

Yes

Legal description of the property (optional - copy it from your current deed if you have it)

Borrower (Trustor)

Borrower name(s) exactly as they should appear on the Deed of Trust *

Borrower mailing address *

Who will sign for the borrower? One name per line. For an LLC or trust, give the person signing and their title. *

Lender (Beneficiary)

Lender name(s) exactly as they should appear on the Deed of Trust *

Lender mailing address (the recorded Deed of Trust is returned here) *

Note terms

Loan amount ($) *

Interest rate (% per year) *

Monthly payment amount ($) *

Maturity date (when the remaining balance is due in full) *

Date of the loan (leave blank to use the signing month)

Is there a prepayment penalty? *

Yes

Due on sale: should the full balance be due if the borrower sells or transfers the property? *

Yes

Trustee on the Deed of Trust (usually a title company) - leave blank if you are not sure

Signing

How would you like to sign? *

In office

Mobile notary

Online (RON)

Important note

IMPORTANT NOTE: Only by going through escrow and obtaining title insurance can the grantee(s) be assured as to the extent of liens, encumbrances, easements, etc., that could affect the title of the property being transferred. Furthermore, you are advised to consult an attorney for a full understanding of your rights and obligations under California laws regarding property transfers. The transfer of your property may result in gift taxes, the requirement that a gift tax return be filed, capital gains tax implications, the levy of a documentary transfer tax, may trigger a reassessment of your property, or may result in some other type of tax assessment. It is solely your responsibility to pay any applicable documentary transfer fees that may be levied or to pay any increased taxes in case of a higher property tax reassessment. Consult with a CPA or other tax professional if you have questions regarding the tax implications of this transfer.

Upload any relevant documents (optional)

PDF, JPEG, JPG, PNG, DOCX or DOC ( max 10 Files )The promissory note terms or any loan paperwork, and the current deed for the property.

Acknowledgement and Authorization

ACKNOWLEDGMENT AND AUTHORIZATION

INSTRUCTIONS TO THE LEGAL DOCUMENT ASSISTANT (LDA): You are hereby instructed to prepare my documents as instructed by me. You are to make NO EXAMINATION OF ANY RECORDS. You are expressly RELIEVED OF ANY LIABILITY for the condition of title to the property and for the validity or sufficiency of my instructions. This waiver applies to all documents that accompany the documents to be recorded, including but not limited to the Preliminary Change of Ownership form and Claim for Reassessment Exclusion forms(s). I understand that the Legal Document Assistant preparing my documents is NOT an attorney, cannot select forms and DOES NOT give legal advice. I hereby direct the Legal Document Assistant to type and perform certain services as outlined in the Contract for Services which we each executed regarding this matter. I further declare that the foregoing information which I have provided is, to the best of my knowledge, true and correct.

I have read and agree to the acknowledgment above. *

I agree

Your signature *

Clear

Santa Clara County Registered LDA #208 | Valid till Sept. 15, 2027