Deed
Documents
Deed Document Preparation Made Easy
Transferring an interest in real property can involve important legal documents, whether you are adding or removing someone from a property, transferring property between spouses, handling a property after the death of an owner, or planning for the future.
We provide professional document preparation assistance for common real estate transfers and ownership changes. Whether you are buying or transferring an interest in a property, changing ownership between family members, transferring property to a spouse, or handling a property following the death of an owner, we can help prepare the appropriate documents for your situation.
Our goal is to make the document preparation process clear and straightforward, helping you understand what information is needed and ensuring your documents are prepared accurately for the next step in the process.
Our Process
What's Included In Your Package:
For applicable transactions, your LDA Document Services package includes:
Document Preparation:
Preparation of the document you select based upon the specific information and instructions you provide.
Current Deed Review:
Review of the existing recorded deed for names, current vesting, legal description, APN, and other factual information needed for preparation.
Preliminary Change of Ownership Report:
California generally requires a Preliminary Change of Ownership Report, or PCOR, to accompany a conveyance submitted to the County Recorder when applicable.
The PCOR provides the County Assessor with information regarding the property and transaction.
The California State Board of Equalization states that the PCOR is generally filed with the recorded conveyance and is signed by the transferee.
County-Specific Recording Documents:
Where applicable, we prepare the recording cover sheet or related county-specific document needed for submission.
Recording Instructions:
You receive instructions regarding signing, notarization, and submission of your completed document.
What's Not Included:
The advertised professional fee does not include:
-
County Recorder fees
-
Filing fees
-
Notary fees
-
Documentary transfer tax
-
SB2 / Building Homes and Jobs Act fees
-
Certified copies
-
Certified death certificates
-
Title-company fees
-
Escrow fees
-
Attorney fees
-
Tax advice
-
Legal advice
-
Government charges
-
Courier, overnight, or other third-party costs
Any applicable third-party charges will be identified separately when known.
Before You Order:
Please have the following available whenever possible:
For All Deeds
-
Most recently recorded deed
-
Property address
-
County
-
APN
-
Exact names of current owners
-
Exact names of proposed owners
-
Your selected vesting instructions
-
Mailing address for property-tax statements
For Death-Related Documents
You may also need:
-
Certified death certificate
-
Current deed
-
Trust information, if applicable
-
Existing Transfer on Death Deed, if applicable
-
Probate case information, if applicable
LDA Disclosure
LDA Document Services is not a law firm. A Legal Document Assistant is not an attorney and cannot provide legal advice, recommend legal strategies, determine legal rights, select legal forms or documents for a consumer, or advise a consumer how title should be held.
Documents are prepared at the client's specific direction.
Changes in real-property ownership may have legal, tax, mortgage, reassessment, estate-planning, creditor, or other consequences. Consumers should obtain independent legal, tax, financial, title, or other professional advice when needed.
