Client Information

Thank you for your payment. Your transaction has been completed, and a receipt for your purchase has been emailed to you. Please complete the following workbook in order for us to prepare a proper Deed Transfer for you.

Should you have any questions of how to complete this form, please feel free to call us at 510-346-5686 for a detail instruction.

The Grantor(s) are the CURRENT OWNERS who are transferring the property. Using the current deed as a reference, please write the names of the GRANTORS in the following space. Examples: John Doe, a married man; Jane Doe, an unmarried woman; John Doe and Jane Doe, husband and wife. John Doe, a married man, who acquired title as a single man; Jane Doe, a married woman, who acquired title as Jane Smith, a single woman.

GRANTEES: Indicate the full names and marital status of the individuals who are receiving the Property. List a Husband and Wife or Registered Domestic Partners n a single line.

Address of the property to be transferred

To whom & where should the recorded deed and tax statements be mailed?

Select any appropriate real property tax exemption(s) that you want typed on the deed or complete the “Other” option below. As with all our self-help products, we will not be able to give you legal or tax advice regarding the exemptions. If you have any questions or need assistance in choosing an exemption, you should contact the county recorder’s office in the county where the real property is located.

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Grantor(s) Information
What portion of the grantor's interest in property is being transferred?
Grantee(s) Information
MANNER OF HOLDING TITLE FOR CONCURENT OWNERS (Check ALL boxes that apply to your situation; if no title is desired, “No Designation” must be marked): See page six of this workbook for a description of the various forms of holding title.
You can select multiple
Address of the property to be transferred
The property is (Check One Only)
Attach a legible copy of latest recorded Grant Deed, or Quitclaim Deed. Do not send a Deed of Trust, Deed of Reconveyance, Tax Statement, or Affidavit of Death.

Max. size: 50.0 MB

Address to receive recorded deed and tax statements
Address to receive recorded deed and tax statements
Is this property the personal residence of any of the grantee(s)?
Is this transfer between PARENTS and CHILDREN?
Real Property Transfer Tax Exemption Information
Real Property Transfer Tax Exemption Information
Note: 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. Filing a Preliminary Change of Ownership Report (PCOR) will be required by your county. An extra recording fee is generally charged by the County Recorder’s office if the PCOR is not file at the time of recordation of the document. Please consult your Certified Public Accountant, Enrolled Agent, attorney, or other tax professional if you have any question regarding the tax implications of this transfer.