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ENTITY 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
Add phone number

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.

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

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):
Please select the service

$400 deed preparation is for per property

Please select which recording method would you prefer. If you have more than 1 property, each electronic recording is per property recording.

$50 electronic recording for per property.

Only select this service if your County is listed.

$50 per property

Please select this service as it required to pay to the County recorder. Each property require County recording fee. Fees varies depending if it primary/secondary/vacation/land/rental

Type I agreed

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.