How many people will sign the contract?

1

2

Property Information

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

No

Is this second home/vacation/rental?

Yes

No

MAILING ADDRESS (if different):

Do you have the current recorded deed?

I will upload it

I need it to be retrieved 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 (Only primary property qualify for SB2 exemption)

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.

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 a transfer of a residential dwelling to an owner-occupier.

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

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.

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

Someone on title has diedNaming someone to receive the property when I die (Transfer on Death)Beneficiary DistributionNone of these / I'm not sure

AFFIDAVIT OF DEATH

DEATH — Full name of the deceased, exactly as on the death certificate:

First, middle, last — copy exactly.

DEATH — Date of death:

DEATH — Place of death:

Do you want to file BOE-502-D?

For an Affidavit of Death in California, you may require to file Form BOE-502-D, legally known as the Change in Ownership Statement, Death of Real Property Owner.

Yes

No

DEATH — How was title held at the time of death?

Joint tenants

Community property with right of survivorship

Community property

As trustee(s) of a trust

I'm not sure

Not applicable

DEATH — Upload the death certificate

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DEED DISTRIBUTION (Only fill this out if you would like to distribute from the trust to beneficiaries)

Requesting Party Full Name:

Capacity

Select an option Successor Trustee Personal Representative Executor/Administrator Other

Decedent's full legal name (as shown on title):

Date of death:

Trust name and date, or court case no.:

Affidavit of Death of Trustee / Joint Tenant already recorded?

Yes

No

Order for Distribution / Letters issued?

Yes

No

Property Street Address:

Beneficiaries / Distributees Receiving Title:

Vesting as directed by client (select one and complete):

Sole Ownership

Joint Tenants

Tenant in commons

Community property with right of survivorship

Into a trust — name and date:

Into an entity — name and state:

Relationship of beneficiaries to decedent:

ChildGrand-ChildSpouseSiblingUnrelated

Claim form requested:

BOE-19-P (Parent–Child)

BOE-19-G

BOE-58-AH

None

Property currently rented?

Yes

No

Will a beneficiary occupy the property as a principal residence?

Yes

No

TRANSFER ON DEATH (TOD)

TRANSFER ON DEATH — Full legal name of each beneficiary, and their relationship to you:

Spell each name exactly.

TRANSFER ON DEATH — Please confirm you understand these requirements:

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 b

I understand the two-witness rule, the 60-day recording deadline, and that a beneficiary cannot be a witness.

Not applicable

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

Yes — prepare it from my answers

No — I'll do it myself

I'm not sure

SERVICE

Who is recording the deed?

I request TruPoint Legal to record my deed.

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 them:

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)

Documents you will provide:

Current recorded deedCertification of TrustPower of attorneyTrust title and signature pagesDeath certificate

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.

FEES AND EXPENSES

Please select the Services below:

Affidavit of Death $325Deed Distribution $325T.O.D.(Transfer on Death) $325

How many deed do you need us to prepare?

If you have more than 1 property, you will need more than one deed. Sometime you may need more than 1 deed for each property depending on your situation.

Select an option 1 2 3 4 5

Electronic Recording Fee ($50.00)

Please select if you would like to get electronic recording.

Yes, add electronic recording for $50

No, I will take the document to County Recorder and record myself/ourselves.

Would you like to request for a mobile notary?

Yes, I need a mobile notary for $150(Depending how far you are from our office)

No, I will take to the notary

Do you need to prepare Transfer Tax Affidavit?

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

Yes, add transfer tax affidavit for $50

No, I will prepare myself/ourselves

No, county does not require

Costs paid to the County (required, not optional):

County recording fee is required. Please select.

County recording fee for primary resident — approximately $50

County recording fee for second residence (investment, rental, vacation) - $120

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

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)

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/We understand that TruPoint will rely on this information to prepare the deed and apply applicable exemptions.

I agree

I do not agree

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

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