Client Intake Forms
Pick the service that matches what you need and complete a short questionnaire. Your answers go straight to our office over a secure, encrypted connection, and we follow up within 24 hours.
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Each questionnaire takes about 10–15 minutes. Everything you submit is confidential and encrypted.
Living Trust
Revocable living trust, pour-over will, power of attorney, advance healthcare directive, and trust transfer deed — the plan that keeps your estate out of probate.
Begin QuestionnaireCivil Filings
Small claims, limited and unlimited civil complaints and responses, breach of contract, property disputes, and family restraining orders prepared for court.
Begin QuestionnaireProperty Transfer
Grant, quitclaim, interspousal, and trust transfer deeds — prepared with the exemption language that protects your tax base.
Begin QuestionnaireProperty Transfer for EntityLLC · Corporation · Non-profit
Deeds transferring property to or from an LLC, corporation, non-profit, or partnership — prepared with the authorized-signer and ownership recitals your entity documents call for.
Begin QuestionnaireDeed of Trust & Promissory Note
Promissory note and deed of trust prepared for private loans and seller-financed sales — documenting the loan terms and securing the note against real property, with recording coordination.
Begin QuestionnaireElectronic Deed Recording
Same-day electronic recording across all 58 California counties. No office visit — we handle the entire e-recording process remotely.
Begin QuestionnaireName Change
Adult and minor legal name-change petitions prepared and filed with the court — full document preparation for California proceedings.
Begin QuestionnaireProbate
Probate petition, letters of administration, estate inventory, spousal property petition, Heggstad petition, small estate affidavit, and full estate administration.
Begin QuestionnaireSecure & encrypted. Your information is transmitted through Clio’s encrypted platform and is never shared with third parties.
Need help? Call (408) 766-3532 while you complete your form and we will walk you through it.
Not sure which form fits?
Book a free consultation and we will point you to the right questionnaire and confirm a flat fee before any work begins.
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