Deed Preparation Service Request

1. What is your legal name?

2. Do you go by another name?

3. What are your contact details?
Name Address

City

State

Zip

Email Address Phone number

4. What type of deed do you need? Grant Deed Quit Claim Deed Spousal Transfer Deed Other

5. Briefly explain the reason for the transfer:

6. Subject property address:
Address

City

State

Zip

7. What is the Assessor's Parcel Number?

8. Will this be a primary residence? Yes No

9. Is the property a rental? Yes No

10. Is there a mortgage on the property? Yes No

11. Current vesting details:

12. New vesting details:

13. What type of identification will be used? We will request this at the start of the service, and the notary will require this at the time of signing. State Driver License or ID US passport Foreign passport stamped by US Citizenship/Immigration

14. Is/Are the name(s) on the identification(s) exactly the same as the name(s) used on legal documents, including deeds? If not, please list the differences:

15. Is/Are the identification(s) current? If not, was/were it/they issued within the last five years? Current Expired but issued within the last five years Expired and issued over five years ago

16. What are your preferred dates and time for your initial call?

17. When the documents are finalized, where would you like the signing to take place?

Important Note: Only by going through escrow and obtaining title insurance can the grantee(s) be assured as to the extent of liens, encumbrances, easements, and other things that could affect the title of the property being transferred. Furthermore, you are advised to consult an attorney for a full understanding of your rights and obligations under California laws regarding property transfers. The transfer of your property may result in various tax implications. It is solely your responsibility to pay any applicable documentary transfer fees that may be levied or to pay any increased taxes in case of a higher property tax reassessment. Consult with a CPA or other tax professional if you have questions regarding the tax implications of this transfer.

Acknowledgment & Authorization

INSTRUCTIONS TO THE LEGAL DOCUMENT ASSISTANT (LDA):

You are hereby instructed to prepare my documents as instructed by me. You are to make no examination of any records. You are expressly relieved of any liability for the condition of title to the property and for the validity or sufficiency of my instructions. This waiver applies to all documents that accompany the documents to be recorded, including but not limited to the Preliminary Change of Ownership form and Claim for Reassessment Exclusion forms.

I understand that the Legal Document Assistant preparing my document(s) is not an attorney, cannot select forms and does not give legal advice. I hereby direct the Legal Document Assistant to perform certain services as instructed by me. I further declare that the foregoing information which I have provided is, to the best of my knowledge, true and correct.

I accept the acknowledgement and authorization.