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 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 QuestionnaireDeath & Inheritance DeedsAffidavit of Death · Transfer on Death · Trustee’s Deed
One questionnaire for three documents: Affidavit of Death, Transfer on Death deed, and Trustee’s Deed to distribute trust property. Affidavit of Death and Transfer on Death deed $325 each; Trustee’s Deed $400. Plus e-recording and county recording fees.
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 QuestionnaireSubstitution of Trustee & Full Reconveyance
Clear a paid-off private loan off title so it stops blocking a sale or refinance. Both documents prepared and recorded. $500 for the pair. How it works.
Begin QuestionnairePower of AttorneySpecial · Durable · Springing · Revocation
Let a trusted agent sign a sale, purchase, or refinance while you are deployed, traveling, or out of state. Special or durable, notarized and recorded. $325 ($400 for entities).
Begin QuestionnaireMobile Home Title Transfer
Transfer a manufactured or mobile home title after a sale, death, divorce, or into a trust. Filed with California HCD, not the county. $325.
Begin QuestionnaireName Change
Adult and minor legal name-change petitions prepared and filed with the court — full document preparation for California proceedings.
Begin QuestionnaireCertification of Trust
Proof for the bank that you may act as trustee, without handing over the whole trust. $200, usually back in one business day. Learn more.
Begin QuestionnaireSmall Estate Affidavit
Collect a deceased person’s accounts, final paycheck, or vehicle without probate court. Estates $208,850 or less, 40 days after the death. $600. Learn more.
Begin QuestionnaireBusiness FormationLLC · C-Corporation · S-Corp
Form a California LLC or corporation with your EIN and initial Statement of Information. $600, state filing fee included. Add an operating agreement, bylaws, partnership or shareholder agreement, or an S-Corp election. Learn more.
Begin QuestionnaireTiếng Việt · Español · 粵語
Questionnaires in your language
Every question is shown in your language with the English beside it. These are questionnaires only — no contract. We review your answers, call you, and then send the service agreement.
Ủy thác sốngLiving Trust · Vietnamese / English
Bảng câu hỏi lập Ủy thác sống, di chúc, giấy ủy quyền và chỉ thị y tế. Hỏi bằng tiếng Việt, có tiếng Anh bên cạnh. Tìm hiểu thêm.
Bắt đầu / BeginSang tên nhàProperty Transfer · Vietnamese / English
Thêm hoặc bỏ tên trên giấy tờ nhà, chuyển nhà vào ủy thác, tặng nhà cho con, hoặc sửa tên sai trên chứng thư.
Bắt đầu / BeginFideicomiso en VidaLiving Trust · Spanish / English
Cuestionario para fideicomiso, testamento, poder notarial y directiva médica, en español con el inglés al lado. Más información.
Comenzar / BeginSecure & 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.
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