Trust Transfer Deed Request

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By filling out this form, you are requesting that we prepare a deed transferring your real property to your living trust. A Trust Transfer Deed contains references to code sections which will prevent transfer tax and reassessment.

We will use the information you type into this form to prepare your deed and other associated forms. When everything is ready, we will notify you that the documents are ready to be signed and notarized. After the documents are signed, we will record them with the County Recorder.

1. CURRENT OWNERS:

Who are the current owners of the property?*

Has the marital status of any of the current owners changed since they bought the property?*

No

CAN ALL OF THE PEOPLE WHO ARE TRANSFERRING THE PROPERTY COMMUNICATE IN AND UNDERSTAND SPOKEN ENGLISH?

Yes
No

If not, please describe how we can verify that the property owner consents to this transfer.

2. TRUST INFORMATION:

Name of Trust:*

Date of Trust:*

Name of Trustee(s):

3. PROPERTY INFORMATION:

Address*

Street Address	City	State	Zip	Is this your personal residence?	Is this the personal residence of any of the recipients?

If you paid for multiple deeds, you can enter the different property addresses in the space above by clicking the "+" to the right, to add more lines for more properties. You don't need to fill out a separate form for each deed.

4. MAILING ADDRESS:

Where should the recorded deed and tax statements be mailed?

Street Address City State ZIP Code

5. CURRENT DEED:

CURRENT DEED

We need the current deed to the property in order to prepare the new Trust Transfer Deed. If you are able to provide a legible copy of the latest recorded Grant Deed or Quitclaim Deed , then please attach it below - do not send a Deed of Trust, Deed of Reconveyance, property tax statement, or Affidavit of Death. Failure to provided a complete copy of the current deed to the property will result in a $10 fee.

If you hired us to prepare deeds for multiple properties, please be sure to upload all your current deeds here.

Drop files here or

Max. file size: 256 MB.

6. TRUST DOCUMENTS:

TRUST DOCUMENTS*

So that we may accurately record the trust information for your change in title, please send us either the “Certification of Trust” or the pages of your trust document showing the name of the trust, the date of trust execution and the name(s) of the current Trustee(s).

If you do not have the appropriate documents on hand right now, you can save your work using the link at the bottom of this page and continue later.

Drop files here or

Max. file size: 256 MB.

7. DELIVERY:

How do you want to receive your documents? We offer complimentary notarization in our office in Walnut Creek, California. You can also use the services of any notary. Choose one:*

I want to come to your office in Walnut Creek, California for complimentary notarization. When my documents are ready, please contact me for a notarization appointment.
I will notarize the documents on my own by going to a notary. Please send me my documents with signing instructions. After I have signed and notarized the documents, I will send them back to your office for recording with the County Recorder.
I am interested in having the notary travel to me. After I have signed and notarized the documents, I will send them back to your office for recording with the County Recorder.

Things to know about notarizing your documents:

If you go to your own notary, the notary will charge you notarization fees. If you have a travelling notary come to you, the notary will also charge you travel fees. Any such fees are between you and the notary you decide to hire, and you will pay the notary directly. The notary does not work for our company.

Whichever way you decide to notarize your documents, all signers must be sure to have a valid ID with them at the time of notarization, otherwise the notary will not be able to notarize them. You cannot use a copy of your ID, or a picture of your ID on your phone. If you are waiting on an ID to arrive from the DMV, you cannot use the temporary driver's license the DMV issued you in the meantime.

Please contact us at no session or no session if you have additional information to provide regarding your order or if you have any questions about filling out this form.

When notarizing a signature on a document, a notary public must be able to communicate with the signer in the same language. An interpreter must not be used. If one of our notaries is unable to communicate with a customer, the customer will be referred to a notary public who speaks the customer’s language. The customer will be responsible for paying the fees charged by the outside notary.

As of January 1, 2018, California is imposing a $75 tax on recording documents relating to real property. There are a few exemptions, including a transfer to an owner-occupied residence. Your Guideway associate can tell you if your document(s) is(are) subject to the tax. Since we must pay the tax at the time of recording, we will be collecting it in addition to our fee.

Statement By submitting this form, I acknowledge that I understand that the person who helped me is not an attorney and I did not receive any legal advice in the selection or preparation of my forms.

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For use only when transferring property to your Living Trust

1. CURRENT OWNERS:

2. TRUST INFORMATION:

3. PROPERTY INFORMATION:

4. MAILING ADDRESS:

5. CURRENT DEED:

6. TRUST DOCUMENTS:

7. DELIVERY:

Contact Information

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