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434 Blossom Hill Rd, San Jose CA 95123
Office: 408.766.3532 | Direct: 408.490.1725
Reg: LDA268 Exp: 3/17/2027 | Santa Clara County
Email: info@trupointlegal.com
TRANSFER QUESTIONNAIRE
Please complete one form per property address:

Contact information

Emails
*
Upon submission, a copy of this form will be sent to the primary email.
Add email
Addresses
Add address
Phone numbers
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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.

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.

Correction for clerical error such as incorrect business entity name, APN, vesting, or legal description.

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.

Must total 100%.

"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.

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

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

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

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.

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.

Select this only if you would like to claim for the exclusion such as Parent-child, Grandparent-grandchild, Seniors and Severely Disabled Persons. 
These are the exclusions in the State Board of Equalization's Proposition 19 Fact Sheet, Publication 801 (rev. 6-25) — a government publication linked on our website. We show you the published list as factual information.

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

As required by California law. Please read each statement below and confirm you have read and understand it. If you have questions about any statement, contact our office before continuing.

County where Registrant is registered: Santa Clara County
County Clerk Office: County of Santa Clara
Address: 110 W. Tasman Drive, First Floor, San Jose CA 95134
Telephone: 408-299-5688
Web Site: https://clerkrecorder.santaclaracounty.gov/
Please enter your full name

1. You should read and understand this entire contract before you sign it. You should understand the kinds of services
that I can and cannot perform for you (see Part I below).
2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of
law.
3. The county clerk has not evaluated or approved my knowledge or experience or the quality of my services.
4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents
if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original
documents after all the contract services have been provided (see Part I below). It is a violation of California law if I keep
your original documents under any of these circumstances.
5. It is a violation of California law if I make any false or misleading statement to you.
6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal
agency.
7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in
each county where I will perform services on your behalf.

Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal
matter in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that
you have selected. I can provide you general published factual legal information that has been written or approved by an
attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and
documents as you specifically direct.
These are the only kinds of services that I can perform for you. I cannot provide you any service if you need additional services.
If you need additional services, then you require the services of an attorney.
Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing
yourself in a legal matter and the self-help service relates to that legal matter.
I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or
recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you
any advice, explanation, opinion or recommendation regarding selection of forms.

You agree to pay me the following fees, cost and expenses:
I will provide you all the following services (list all services for which the client is being charged):
Instruction: You must select County fee because all recording must pay County fee, select Electronic recording if you prefer e-recording and do not want to take the deed to the County for recording, select title search if you do not have the title.

Type I agreed

You may cancel this contract for any reason within 24 hours after we both have signed it. If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any fees for services performed
during the 24-hour period unless you knew that I would perform those services and you expressly agreed in this contract that I would perform them. To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail
with the correct postage, and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a written notice of cancellation to my email address within the 24-hour period.
You may also cancel this contract at any time if I:
• Fail to give you a copy of this contract before providing any services to you (you should have the pdf file or option to download after signed the contract, or
• Fail to specify in the contract the services which I will perform and the costs of those services, or
• Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in any oral sales presentation or negotiation leading to execution of the contract.
If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me. You may also cancel this contract at any time if you have legal cause.

In the event of suit for damages arising from this contract or to enforce any of its provisions, the court may award the prevailing
party his or her reasonable attorney's fees and costs. The venue for any disputes about this contract is the county where you
live in California.

The venue for any action arising out of a dispute between you and me is the California county in which you have your primary residence.

Legal Document Assistant
Full Name: TruPoint Legal LLC
Business Name: TruPoint Legal LLC
Street Address of Business: 434 Blossom Hill Rd
City, State, ZIP: San Jose, CA 95123
Telephone Number: 408.766.3532
Email: info@trupointlegal.com
LDA Registration Information: LDA #268 – Santa Clara County
Expiration: 3/17/2027
I have filed a bond in Santa Clara County, California.

THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR NEGOTIATION LEADING TO EXECUTION OF THE CONTRACT.
TruPoint Legal LLC is not a law firm. We can only provide self-help services at your specific direction. Authority cited: The use of this contract is required by Section 6410 of the California Business and Professions Code. Reference: Sections
6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code. The standard form of this contract is mandated by the California Department of Consumer Affairs, California Administrative Code title 16, § 3950.
NOTE: TruPoint Legal LLC is a member of the California Association of Legal Document Assistants, Inc. (CALDA),which promotes and encourages high standards of ethical and professional conduct by its members. CALDA has a Dispute Resolution Process which is designed to resolve disputes between consumers and CALDA member LDAs. You may learn more about this process by visiting www.calda.org in the Board of Directors/"Code of Ethics" tab.

PAYMENT: After submitting this form, you will receive a separate payment link to complete your payment. Work will begin once payment is received in full. 
Please sign your full legal name.