YOUR CONTACT INFORMATION

How many people will sign the contract?

1

2

3

Your role in this transfer

I am giving the property

I am receiving the property

Both

PROPERTY INFORMATION

SALE OR GIFT:

SALE

PRICE:

GIFT

TRANSFER WITHOUT A SALE

PROPERTY ADDRESS(es):

TYPE OF PROPERTY:

SINGLE FAMILY

DUPLEX

APT

OTHER

Assessor's Parcel Number (APN)

Is this one parcel, or more than one?

Is this property anyone's primary residence?

Yes — the person giving it

Yes — the person receiving it

Yes — both

No

I'm not sure

Is this second home/vacation/rental?

YES

NO

MAILING ADDRESS (if different)

Do you have the current recorded deed?

I will uploaded it

I need you to retrieve it for $30

I'm not sure which one is current

Upload the most recent deed showing how title is held now. We use the legal description exactly as recorded.

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Do you want to apply exemption? — SB2 exemption declarations

Not exempt — I am not claiming an exemption. The $75 fee per title (maximum $225 per single transaction per parcel) will apply and I will pay it.

Exempt per GC § 27388.1(a)(2) — This document is recorded in connection with a transfer subject to the imposition of Documentary Transfer Tax.

Exempt per GC § 27388.1(a)(2) — This document is recorded concurrently "in connection with" a transfer subject to the imposition of Documentary Transfer Tax.

Exempt per GC § 27388.1(a)(2) — This document is recorded concurrently "in connection with" a transfer of a residential dwelling to an owner-occupier.

Exempt per GC § 27388.1(a)(2) — This document is a transfer of a residential dwelling to an owner-occupier.

Exempt per GC § 27388.1(a)(1) — Fee cap of $225.00 reached.

Exempt per GC § 27388.1(a)(1) — Not related to real property.

Exempt — Document is expressly exempt from payment of recording fees under other law (describe in 2C.6).

N/A — I do not know which applies and understand TruPoint cannot decide for me. Please hold my file until I confirm.

HOW TITLE ARE HELD NOW

Copy the vesting exactly as it appears on your current deed.

Copy it word for word, including middle names, initials, punctuation, and phrases like "as joint tenants" or "as trustee of." Do not correct or shorten anything, even if it looks wrong.

Is there anything about that wording that looks wrong or outdated to you?

For example: a maiden name, a misspelling, a deceased person still listed, a trust that was later changed. Describe what you see. We will not change anything without your direction.

Which of these describes your situation? (check all that apply)

Transfer from individual to a new EntityTransfer from Entity to an individualTransfer from previous Entity to a new EntityTransfer from a living trust to a new EntityCorrecting a Entity name

ENTITY NAME

ENTITY — Please upload Entity business formation

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ENTITY CORRECTION DEED

CORRECTION — What needs correcting or reversing?

Fixing an error on a recorded deed (name, legal description, APN)

Reversing a recorded deed entirely

Not applicable

CORRECTION — Document number and recording date of the deed at issue

CORRECTION — What exactly is wrong with it?

VESTING- HOW NEW TITLE SHOULD READ

Which document(s) do you want us to prepare?

This is your choice to make.

California law prohibits us from giving you any advice, opinion, or recommendation regarding the selection of forms. That prohibition is printed twice, in bold, in the contract you'll sign. We take it seriously.

Select an option Grant Deed Corporation Deed Correction Deed Preliminary Change of Ownership Report (PCOR) Transfer Tax Affidavit I am not sure

Confirm your selection

I/We chose the document myself/ourselve. No one at TruPoint chose it for me or recommended it to me.

Your Full Business Name-Grantee (Who is receiving)

VESTING

A California Limited LiabilityA California CorporationA California Non-Profit Religious Corporation

If tenants in common — each party's percentage

Must total 100%.

Is the person receiving the property giving you anything of value for it?

"Anything of value" includes money, a down payment, taking over a loan, forgiving a debt you owe them, trading other property, or anything else — now or later.

No — nothing at all

Yes — money

Yes — taking over a loan

Yes — money AND taking over a loan

Yes — something else

I'm not sure

If money is being paid — the amount

Enter a dollar amount. If nothing is paid, enter 0.

If a loan is being taken over — the unpaid principal balance

As of the transfer date. Your lender's payoff or latest statement shows this.

Option list — Exemption

Select the exemption below if you want exemption for Documentary Transfer Tax.

Select an option Gift (bona fide gift) Value or consideration is less than $100 (FMV of the property transferred is less than $100.00) Liened to full value (value of liens outstanding equals or exceeds the value of the property) Agent to principal, funds of the grantee used to purchase the property (only where two deeds are recorded concurrently) Instrument securing a debt for collateral purposes only (Assignments of Lease and/or Rents only — not valid on deeds) Governmental agency acquiring title (includes foreclosing beneficiary to FHLMC or FNMA) Conveyance under bankruptcy, Federal Case No. ______ (approved in court proceeding) Court ordered conveyance not pursuant to a sale, Court Case No. ______ (approved in court proceeding) Reorganization/adjustments plan, Federal Case No. ______ (approved in court proceeding) Transfer by order of the Securities and Exchange Commission, Case No. ______ Grantors and grantees are comprised of the same parties and their proportional interest remains the same immediately following transfer (individual(s) ↔ legal entity(ies)) Grantor is a non-federal government agency (purchaser immediately reconveys to the exempt agency; two concurrent deeds) Grantor is a non-federal government agency; grantee is a non-profit corporation Inter vivos gift or reason of death None of the above — DTT is due

In your own words, what are you trying to accomplish?

We are not asking so we can advise you. We ask so that if what you've selected above doesn't match what you describe here, we stop and tell you there's a mismatch — rather than preparing the wrong document.

PRELIMINARY CHANGE OF OWNERSHIP REPORT (PCOR)

Do you want us to prepare the Preliminary Change of Ownership Report (PCOR)?

A PCOR must be filed with your deed, or the County charges an added fee at recording. The PCOR is your statement to the Assessor, signed by you. We type it from your answers — we cannot decide its content.

Yes — prepare it from my answers

No — I'll do it myself

I'm not sure

Will everyone own the property in the same proportions after this transfer as before?

Yes

No

I am not sure

Please complete all statement

This is a transfer of property:1.to/from a revocable trust that may be revoked by the transferor and is for the benefit of

This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcelbeing transferred remain exactly the same after the transfer.

This is a transfer between parties in which proportional interests of the transferor(s) and transferee(s) in each and every parcel being transferred does not remain exactly the same after the transfer.

Other. This transfer is to:

Please describe

Who is recording the deed?

I request TruPoint Legal to record my deed electronically for $50

I will record it myself

Notarization

TruPoint's notary

My own notary

Mobile notary

I am not sure

Will every signer appear in person to sign?

Yes — everyone can appear

No — someone cannot appear

If not, list the person name

Someone cannot physically sign their name

Who will be the person signing?

I'm not sure

Return the recorded deed to (name and mailing address)

Mail future tax statements to (name and mailing address)

Documents you will provide

Check what you have or will send. We cannot complete your documents without the ones that apply to your matter.

Current recorded deedState Business Formation (Example Article of incorporation, article of ogranization)EINOperating agreement (Only if this transfer is LLC)Corporation by laws (Only if this transfer is Corp or Non-profit)

HOW DID YOU FIND OUT ABOUT US?

I have read and understand that TruPoint Legal LLC is not an attorney and cannot practice law.

Yes

No

I have read and understand that TruPoint Legal LLC is not an atorney.

Yes

No

I have read and understand that TruPoint Legal LLC is not a law firm

Yes

No

I have read and understand that TruPoint Legal LLC cannot represent you in court.

Yes

No

I have read and understand that TruPoint Legal LLC cannot advise you about your legal rights or the law.

Yes

No

I have read and understand that TruPoint Legal LLC cannot select legal forms for you.

Yes

No

By typing my full legal name below, I confirm that I have read and understand each statement above, and that this notice was provided to me before I signed any documents. This typed name is my electronic signature.

SELF-HELP SERVICES

FEES AND EXPENSES

Select the service below:

Please select the service

Select an option All Deed preparation, declaration statement and Preliminary Change of Ownership $400

Please select the recording service

Please select which recording method would you prefer.

Select an option Electronic recording $50 I will take to the County recorder

Transfer Tax Affidavit Required:

Only select this service if your County is listed.

Select an option El Dorado, I will pay $50 for the preparation Glenn, I will pay $50 for the preparation Marin, I will pay $50 for the preparation Merced, I will pay $50 for the preparation Napa, I will pay $50 for the preparation San Benito, I will pay $50 for the preparation San Joaquin, I will pay $50 for the preparation Riverside, I will pay $50 for the preparation San Mateo, I will pay $50 for the preparation San Francisco, I will pay $50 for the preparation Santa Barbara, I will pay $50 for the preparation Shasta, I will pay $50 for the preparation Solano, I will pay $50 for the preparation Tehama, I will pay $50 for the preparation I will prepare myself

County Recording Fee

Please select this service as it required to pay to the County recorder.

Select an option Estimated $50 for Primary Residence Estimated $120 for Non primary residence such as (Rental, vacation, investment, short term rental). This type of residence does not qualify for SB2 Exemption of $75 for Job Building Act

Does not include any city transfer tax, sales tax or transfer tax based on property value. You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise.

Type I agreed

I acknowledged

Yes

No

Name of Client #1

Address

City, State, Zip

Phone Number(s)

Email Address(es)

Name of Client #2

Address

City, State, Zip

Phone Number(s)

Email Address(es)

PAYMENT

ELECTRONIC SIGNATURE CONSENT: By typing my full legal name below, I intend to electronically sign this Legal Document Assistant Contract for Self-Help Services, Notice to Consumer, Declaration of Client-Provided Information, and Fee Agreement. I understand this electronic signature carries the same legal force and effect as a handwritten signature pursuant to California Civil Code §1633.7.

Please sign your full legal name.

Today Date

Article of incorporation or Article of organization

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EIN from IRS

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Operating Agreement

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Corporation by laws

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Partnership Agreement

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Additional document

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Additional attachment

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