Deed Preparation Service Request

Thank you for your interest in working with Trust Delivery Agents!

Please complete this initial intake form ahead of your scheduled call to get things started. We will start a file in our office and send a service contract after we gather more details. Once the service contract is signed and payment is made, we can move forward with your paperwork. If there are documents associated with this request, please upload them to our secure portal.

Should further guidance or legal advice become necessary, we can provide a referral to an attorney or CPA to further assist with your needs. Otherwise, please don't hesitate to contact our office if you have any general questions.

We look forward to working with you!

DISCLAIMER: Our Legal Document Assistants (LDAs) are not attorneys or accountants. We do not offer legal or tax advice, discuss legal strategies, answer questions of a legal nature, select forms for the consumer, or appear in court on the consumer's behalf. We are bonded, insured, and registered to provide self-directed services to clients who want to get their estate planning completed. If the need arises, we will recommend that you speak with a lawyer from our network.

PRIVACY POLICY: All information received from a client is strictly confidential and is required on this questionnaire for the sole purpose of the preparation of documents. Our office takes every step possible to protect your privacy. The data submitted via this form and on our portal is encrypted and secured using AES-256 encryption, which is the most secure encryption algorithm available today. This level of encryption is used extensively in government and military applications, as well as by businesses operating in highly regulated industries. It would only become privy to a third party if it is subpoenaed.



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.