Deed Preparation Intake Form
Start deed preparation services easily online, by completing the intake form and submitting payment. Once the intake form is submitted, each deed is hand prepared by a Registered Legal Document Assistant (LDA). Typical turnaround time is 1 to 2 business days.
One Intake Form Must Be Completed, for Each Property Address.
If you have multiple property addresses that you need deeds prepared for, you will need to complete a separate intake form for each. You can select to have multiple deeds prepared for one property address, on a single intake form.
Please choose the deed (s) you would like prepared for the property:
A. Grant Deed (Removing or Adding Person(s)- $299
B. Corrective Grant Deed (Correcting Spelling or Vesting)- $299
C. Interspousal Transfer Deed (Spouse Removing Interest)- $299
D. Trust Transfer Deed (Transferring Into or Out of Trust)- $299
E. Affidavit of Death of Joint Tenant - $299
F. Affidavit of Death of Trustee - $299
G. Affidavit of Death Transfer - $299
H. Promissory Note & Deed of Trust - $599
I. Substitution of Trustee & Reconveyance - $599
Total Fee:
Paid at checkout.
Person Requesting Deed Transfer
Your information.
Name:
*
Mailing Address:
*
Street Address
Unit or Apt #
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Property Information
Property Address for Deed Transfer:
*
Street Address
Unit or Apt #
City
State / Province
Postal / Zip Code
Is this property a Primary Residence?
*
Yes
No
Approximate Date Occupancy Began:
*
Type of Property - Please choose one:
*
Single Family Residence (SFR)
Multi-Family
Commercial
Land
Transfer Information
Please check one:
*
Between spouses/domestic partners.
Between parents/grandparents and children.
Name change or correction.
Change in title between the same owners.
Death of one owner.
Trust transfer deed.
Other
What Type of Transfer?
*
Gift (No Money Exchanged)
Sale (Money Exchanged)
Correction
Inheritance
Loan / Note
Other
Describe - What Type of Transfer is this?
*
You selected "Other" above. Please provide more details.
Name of Person (s) or Entity Obligated to Repay the Loan:
*
Trustor
Name of Person (s) or Entity Carrying the Loan:
*
Beneficiary
Name of Person (s) or Entity Obligated to sign the Reconveyance the Loan:
*
Trustee
Total Loan Amount:
*
$________________
Interest Rate:
*
Loan Term:
*
Payment Due Date:
*
What is the Late Fee?
*
Is there a Prepayment Penalty?
*
Yes
No
Sales Price:
*
Transfer Upon Death Deed: Name (s) of Beneficiaries and their Relationship to you:
*
Trust Information
Name of Trust:
*
Date Trust Created:
*
Names of Trustee (s) as it appears in the Trust:
*
Marital Status
Is any person on the deed recorded now, legally married?
*
Yes
No
Full Name (s) of Married Person and Full Name (s) of each Spouse:
Owners Remaining or Adding to Title
Include yourself.
How many owners will be remaining or added to title?
*
Please Select
None
1
2
3
4
Include yourself, if you are to remain on title, in the calculation.
Owners choose to hold title as:
*
Please Select
Joint Tenants
Community Property with Right of Survivorship
Tenancy In Common
Joint owners own the property in equal shares, with rights of survivorship. Community property with rights of survivorship, is available for married couples only. Tenants in common, have designated percentages of ownership, assigned to each owner.
Name each owner and assign a percentage of ownership for each:
*
Tenancy in common requires, that each owner is designated a percentage of the interest in the property, not to exceed a total of 100%.
Is any person being added to title, legally married?
*
Yes
No
Full Name (s) of Married Person and Full Name (s) of each Spouse:
*
Adding or Remaining - Name Owner #1:
*
Owner #1 - Please choose one:
*
Single Man (Never Married)
Unmarried Man
Single Woman (Never Married)
Unmarried Woman
Married Man
Married Woman
Trust
Corporation
Adding or Remaining - Name Owner #2:
*
Owner #2 - Please choose one:
*
Single Man (Never Married)
Unmarried Man
Single Woman (Never Married)
Unmarried Woman
Married Man
Married Woman
Trust
Corporation
Adding or Remaining - Name Owner #3:
*
Owner #3 - Please choose one:
*
Single Man (Never Married)
Unmarried Man
Single Woman (Never Married)
Unmarried Woman
Married Man
Married Woman
Trust
Corporation
Adding or Remaining - Name Owner #4:
*
Owner #4 - Please choose one:
*
Single Man (Never Married)
Unmarried Man
Single Woman (Never Married)
Unmarried Woman
Married Man
Married Woman
Trust
Corporation
Owners Being Removed From Title
How many owners will be removed from title?
*
Please Select
None
1
2
3
4
Is any person being removed from title currently married?
Yes
No
Full Name (s) of each Married Person and Full Name (s) of each Spouse:
Type a question
Remove - Name Owner #1:
*
Remove - Name Owner #2:
*
Remove - Name Owner #3:
*
Remove - Name Owner #4:
*
Additional information to clarify what service you need:
Optional
Contract for Services
Total
*
prev
next
( X )
USD
Deed Preparation Services
Credit Card
Signature
*
Save and Continue Later
Submit Form
Submit Form
Should be Empty: