LDAs are not lawyers and do not offer legal advice, discuss legal strategies, answer questions of a legal nature, select forms for the consumer, or appear in court on the consumer’s behalf.

Note and Deed of Trust Questionnaire

We are not attorneys, we cannot advise, we can only provide self help services at your direction

  • 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, etc., 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 gift taxes, the requirement that a gift tax return be filed, capital gains tax implications, the levy of a documentary transfer tax, may trigger a reassessment of your property, or may result in some other type of tax assessment. 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.
  • Type of property:

  • Single family Condominium Commercial Land
  • Will this be a primary residence ? Yes No
  • Is the property a rental ? Yes No
  • Is there a mortgage on the property? Yes No
    Is there a current lender/ lien holder that may need to be notified? Yes No
  • Note Terms

  • ACKNOWLEDGMENT AND 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(s).

    I understand that the Legal Document Assistant preparing my documents is NOT an attorney, cannot select forms and DOES NOT give legal advice. I hereby direct the Legal Document Assistant to type and perform certain services as outlined in the Contract for Services which we each executed regarding this matter. I further declare that the foregoing information which I have provided is, to the best of my knowledge, true and correct.

  • Accept the acknowledgement an authorization
  • Just check on this box below to verify *