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PROPERTY TRANSFER QUESTIONNAIRE
Please complete one form per property address:
Only fill out the information that is applicable. If it does not apply to you, please skip.
NOTE: Please complete this form in one sitting. Your answers are not saved if you close or leave this page.

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Our fee to retrieve title is $30

California charges a $75 recording fee (up to $225) on documents recorded against real estate. This fee applies to almost every document unless it fits one of a few specific exceptions below. Read the options and pick the one that matches your situation.

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.

PLEASE MAKE SURE SELECT AND DO NOT SKIP.

Spell each name exactly as it should appear in the public record.

If yes, the property tax reassessment rules (Proposition 19) may apply. See the reassessment publication on our website.

Copy from the trust document's title page, word for word, including the date.

First, middle, last — copy exactly.

Spell each name exactly.

California law (Probate Code §5600 et seq.) requires ALL of these, or the deed is VOID: (1) you sign it; (2) a California notary acknowledges your signature; (3) TWO WITNESSES sign it, both present at the same time when you sign. A beneficiary must NOT be

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.

Person number #2

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.

This statement will help Tax Assessor determine your exclusion/reassessment.

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.

You agree to pay me the following fees. I will provide you all the following services
STANDARD DEEDS INCLUDES: GRANT DEED, QUITCLAIM, INTERSPOUSAL, TRUST TRANSFER.

Please select if you would like to get electronic recording.

Tax Transfer Affidavit required in these Counties: (El Dorado, Glenn, Marin, Merced, Napa, San Benito, San Joaquin, Riverside, San Mateo, San Francisco, Santa Barbara, Shasta, Solano, Tehama.) $50

County recording fee is required. Please select.

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.