TRANSFER QUESTIONNAIRE

Please complete one form per property address:

YOUR CONTACT INFORMATION

Contact information

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

PROPERTY INFORMATION

SALE OR GIFT:

SALE

GIFT

TRANSFER WITHOUT A SALE

PROPERTY ADDRESS(es):

IS THIS YOUR PRIMARY RESIDENCE?

YES

MAILING ADDRESS (if different)

RENTAL?

YES

TYPE OF PROPERTY:

SINGLE FAMILY

DUPLEX

APT

OTHER

NAME(S) TO BE ADDED OR DELETED (indicate "to be added" or "to be deleted"):

(or Transferred from and to)

RELATIONSHIP:

Correction Deed Information (If applicable)

Full Name(s) on Original Deed

Correct Name(s) — If Name Correction

Property Address

County Where Deed Was Recorded

Recording Number / Document Number of Original Deed

Date Original Deed Was Recorded

Type of Error to Be Corrected

If other, Please Describe the Error

Do You Have a Copy of the Original Recorded Deed?

Yes

Upload Original Recorded Deed

Add attachment

VESTING- HOW NEW TITLE SHOULD READ

Your Full Legal Name

MARITAL STATUS

If Tenants in Common, please provide undivided percentage

Your Full Legal Name (Person #2)

MARITAL STATUS (Person #2)

VESTING FOR PERSON #2

If Tenants in Common, please provide undivided percentage for person #2

Your Full Legal Name (Person #3)

MARITAL STATUS (Person #3)

VESTING FOR PERSON #3

If Tenants in Common, please provide undivided percentage for person #3

REASON FOR NEW DEED:

HOW DID YOU FIND OUT ABOUT US?

TITLE & NOTARY

Do you have a copy of the current title or deed?

Yes

How many notary signatures are needed?

FEES SCHEDULE

Select all services needed (all fees are per property):

I have read and agree to the above declaration

Yes

Select all services needed (all fees are per property):

Deed Preparation & Preliminary change of ownership $275.00Electronic Recording $50.00Title Search $30County Fee (Primary Residence) $65County Fee (Investment/Rental/Vacation) $145Notary (1 Grantor) $15Notary (2 Grantors $30)Notary (3 Grantors $45)Notary (4 Grantors $60)

NOTICE TO CONSUMER

In the first conversation when you contacted the legal document assistant, did he/she explain:

That TrustPoint Disability & Legal Services LLC is not an attorney

Yes

TrustPoint Disability & Legal Services LLC is not a law firm

Yes

TrustPoint Disability & Legal Services LLC cannot represent you in court

Yes

TrustPoint Disability & Legal Services LLC cannot advise you about your legal rights or the law

Yes

TrustPoint Disability & Legal Services LLC cannot select legal forms for you

Yes

Was this explained to you?

Yes, it was explained

No, it was not explained

LDA CONTRACT FOR SELF-HELP SERVICES

This is a contract between TrustPoint Disability & Legal Services LLC and you,_______________________________ for the self-help services described in Part I below. I am the "legal document assistant" and you are the "client".

Please enter your full name

IMPORTANT NOTICES

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.

SELF-HELP SERVICES

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.

FEES AND EXPENSES

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):

Deed preparation and Preliminary Change of Ownership $275Electronic Recording $50Title Search $30County Fee for Primary Residence $65County Fee for Investment/Rental/Vacation $145

Notary Signature

1($15)

2($30)

3($45)

4(60)

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.

CANCELLATION

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.

I acknowledged

Yes

ATTORNEY'S FEES AND COSTS

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.

DESCRIPTION OF THE PARTIES

Legal Document Assistant

Full Name: TrustPoint Disability & Legal Services LLC

Business Name: TrustPoint Disability & Legal Services LLC

Street Address of Business: 434 Blossom Hill Rd

City, State, ZIP: San Jose, CA 95123

Telephone Number: 408.766.3532

Email: info@trustpointdisabilityandlegalservices.com

LDA Registration Information: LDA #268 – Santa Clara County

Expiration: 3/17/2027

I have filed a bond in Santa Clara County, California.

CLIENT

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.

TrustPoint Disability & Legal Services 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: TrustPoint Disability & Legal Services 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.

Name of Client(s)

Address

City, State, Zip

Phone Number(s)

Email Address(es)

NOTICE TO CLIENT

TrustPoint Disability & Legal Services 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: TrustPoint Disability & Legal Services 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.

I have read and agree to the Notice to Consumer, LDA Contract for Self-Help Services, Fee Schedule, and Declaration of Client-Provided Information above. I declare under penalty of perjury under the laws of the State of California that all information provided in this questionnaire is true and correct. I understand that TrustPoint will rely on this information to prepare the deed and apply applicable exemptions.

I agree

I do not agree

PAYMENT

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. All fees are non-refundable after services have been performed, subject to the 24-hour cancellation policy described above.

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.

Today Date

Please type your full legal name below. By typing your name, you are electronically signing this form and acknowledging that this constitutes your electronic signature, with the same legal effect as a handwritten signature.

Please attach your title (If applicable)

Add attachment