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.

Property Transfer Questionnaire

About you

What is your Name? *

What is your Phone Number? *

What is your email address? *

Who Referred You to Us?

The property

What is the Subject Property Address?

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

Will this be 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

Who is being Removed from the Title?

Who is being Added to the Title?

Will the Person being Removed or not Added to the Title be the Signer?

Yes

Are you Adding or Transferring Title to a Spouse?

Yes

Is this Transfer part of a Divorce?

Yes

If yes, is the Divorce Final?

Yes

Spouse's Name?

Are you Transferring the Title to Children or Grandchildren?

Yes

Please Provide the Names of the Children or Grandchildren?

Are they Single, Married, or Unmarried?

Is the Transfer from Child to Parent?

Yes

Are the Parents or Grandparents Married, Single, or Unmarried?

Married

Single

Unmarried

Would you like us to Prepare a Claim for Reassessment Exclusion for Transfer Between Parent/Grandparent and Child/Grandchild?

Yes

Are you Transferring the Property to a Trust?

Yes

Is this a Transfer To or From an LLC or Corporation?

Yes

Are the Current Owners and the Members or Officers of the Entity the Same?

Yes

Are any Owners Deceased?

Yes

Would you like us to Prepare a Preliminary Change of Ownership Form?

Yes

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

Which county is the property in? *

Who is signing

Who will sign the deed? List each name on its own line. For an LLC, give the person signing for it and their title.

How you'd like to sign

How would you like to sign?

In office

Mobile notary

Online (RON)

In office is included. A mobile notary or online notarization costs extra.

Upload any relevant documents (optional)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIFCopy of your current recorded deed. If deeding into a trust, the trust certification or first pages of the trust. Any death certificate if an owner has passed away.

Acknowledgement 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