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 QuestionnaireDeath & Inheritance DeedsAffidavit of Death · Transfer on Death · Deed Distribution
One questionnaire for three recorded documents: an Affidavit of Death that clears a deceased joint tenant, spouse or trustee from title; a Transfer on Death deed that names who receives your home without probate under California Probate Code §5600; and a trust distribution deed that moves title from the trust to the beneficiaries. Preparation fee $325 per Affidavit of Death or TOD deed, plus the county recording fee and any optional services you select.
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
For borrowers, private lenders and brokers clearing a paid-off loan from title. We prepare the Substitution of Trustee and the Full Reconveyance together for the lender or its trustee to sign before a notary, then record both with the county so the old deed of trust stops holding up a sale or refinance. Preparation fee $500 for the pair; county recording fees are charged at cost, and optional services are added only if you select them. How a full reconveyance works.
Begin QuestionnairePower of AttorneySpecial · Durable · Springing · Revocation
Authorize a trusted agent to sign for you on a specific property — a sale, a purchase, or a refinance — while you are deployed, traveling, or out of state. A special power of attorney covers one defined task; a durable one continues if you later become incapacitated. Because it touches real estate, it must be notarized and recorded with the County Recorder before your agent can sign. Preparation is $325 ($400 where the principal is an entity), plus the county recording fee and any optional services you select.
Begin QuestionnaireMobile Home Title Transfer
Transferring title to a manufactured or mobile home — after a sale, a death, a divorce, or into a trust. A mobile home title is held by California HCD rather than the County Recorder, so it is a title transfer, not a recorded deed. Flat $325 preparation fee; HCD’s own transfer fees and any use tax are paid by the client directly.
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 QuestionnaireCertification of Trust
The short sworn document a bank, brokerage, escrow officer or lender asks for to confirm you may act as trustee — given in lieu of the entire trust under California Probate Code §18100.5, so your beneficiaries and distribution terms stay private. Most DIY and online trust packages never included one. Flat $200, usually back within one business day, prepared for signing anywhere. Learn how it works.
Begin QuestionnaireSmall Estate Affidavit
Collect a deceased person’s bank accounts, brokerage accounts, final paycheck or vehicle without probate court, under California Probate Code §13100 — available when the estate is $208,850 or less and 40 days have passed since the death. Flat $600 preparation fee, with Judicial Council form DE-300 attached and a separate signed original for every institution. Learn how it works.
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