Estate Planning Intake Form

Property Transfer Questionnaire
To get started in transferring your property to your Revocable Trust, please fill out the form below as completely as possible.

If you are transferring more than one property, please fill out and submit a separate form for each property.
Personal Information & Communication Preferences

Please note that we do not use text messaging for communication relating to your legal work.
YOUR FULL NAME*
Which of these devices can you use regularly and easily (check all that apply):

Computer -- desktop or laptopSmartphone or tablet (e.g., iPad)None of the above
Please check all statements that are true for you:

I use email regularly and am comfortable receiving messages by email.I am comfortable receiving bills by email and making payments online.I am comfortable receiving attached documents by email.I am able to scan and email documents (Note: this is different from taking photos of a document).I can print documents at home.I am able to send and receive faxes.I prefer to receive documents in paper form, rather than electronically.I live in an apartment building WITH a doorman on duty during business hours.I live in an apartment building with NO doorman on duty during business hours.
Is there anything else we should know about your communication preferences?
If you have any difficulty coming to our office to sign documents, due to geography or mobility, please explain so that we can make appropriate accommodations:
Property Information
ADDRESS OF PROPERTY TO BE TRANSFERRED*
TYPE OF PROPERTY?*

CONDOCOOPHOUSE
IF HOUSE, IS IT PART OF A HOMEOWNER'S ASSOCIATION (HOA)?

YESNO
IF CONDO / COOP / HOA PROVIDE MANAGEMENT COMPANY INFORMATION
CONTACT EMAIL ADDRESS
CONTACT PHONE NUMBER
IF COOP, DO YOU HAVE THE ORIGINAL STOCK & LEASE?

YES Please provide them physically to us, e.g., by Fedex or bringing them to our office.NO - See below
IF "NO" - DO YOU KNOW WHERE THEY ARE AND CAN YOU OBTAIN THEM?
IF CONDO OR HOUSE, PLEASE UPLOAD A COPY OF THE DEED IF YOU HAVE IT

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EXACT OWNERSHIP OF THIS PROPERTY?
IS THIS HOW YOU ORIGINALLY TOOK OWNERSHIP, OR WAS IT EVER CHANGED?

ORIGINALCHANGES (please explain in box below)
IF YOU ACQUIRED PROPERTY IN SOME WAY OTHER THAN BY PURCHASE (e.g. inheritance, gift), PLEASE EXPLAIN:
Married Couple

If the owners are a married couple, were you married when you took ownership, and did you take ownership in both names at that time? PLEASE NOTE that this refers ONLY to legal marriage, and not to any other kind of cohabitation or domestic partnership.
IF A MARRIED COUPLE, WERE YOU MARRIED WHEN YOU TOOK OWNERSHIP?

YESNO
DID YOU TAKE OWNERSHIP IN BOTH NAMES AT THAT TIME?

YESNO
IS THERE CURRENTLY A MORTGAGE ON THE PROPERTY?

YESNO
IF THERE IS CURRENTLY A MORTGAGE ON THE PROPERTY PLEASE UPLOAD:

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IS THERE CURRENTLY A HOME EQUITY LINE OF CREDIT ON THE PROPERTY?

YESNO
IF THERE IS CURRENTLY A HOME EQUITY LINE OF CREDIT PLEASE UPLOAD:

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IF THERE ARE NO SUCH LOANS, ANY MORTGAGES OR HELOCS IN THE PAST?
IS THERE CURRENTLY ANY CONFLICT OR LITIGATION RELATING TO THIS PROPERTY?
ARE THERE ANY LIENS ON THE PROPERTY (e.g., from any contractors or tax obligations)?
ARE YOU CURRENTLY IN THE PROCESS OF SELLING OR MORTGAGING PROPERTY?
ARE YOU CURRENTLY IN ANY BANKRUPTCY PROCEEDING OR LITIGATION, OR DO YOU HAVE ANY REASON TO ANTICIPATE SUCH ACTIONS?
ARE YOU PLANNING TO SELL OR TRANSFER PROPERTY IN THE FORESEEABLE FUTURE?
IF TRANSFERRING TO A TRUST CREATED AT ANOTHER LAW FIRM, PLEASE UPLOAD THE TRUST DOCUMENT HERE.

Please provide a SIGNED copy, not a draft.
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HAVE THERE BEEN ANY CHANGES OF TRUSTEE SINCE THE TRUST WAS FORMED?
If there have been any changes of trustee, please upload any documentation demonstrating the change.
IF TRANSFERRING TO A LIMITED LIABILITY COMPANY (LLC), PLEASE UPLOAD: (1) CERTIFICATE OF FORMATION, (2) FILING RECEIPT, (3) OPERATING AGREEMENT.

Please provide a SIGNED copy, not a draft. If your LLC does not have an Operating Agreement, please indicate this in the "Other Notes / Comments" box below.
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IMPORTANT NOTES:
THIRD-PARTY FEES.

In addition to our legal fees, this transaction will entail the various third-party expenses, such as these:

CONDO / HOUSE - Third-party fees for the preparation of official filing forms and for filing in the county property records. Usually, these fees are in the range of $800, total.

COOP - Third-party fees relating to a coop transfer are likely to be in the range of $3,000 - $5,000, and may vary considerably in ways that we may not be able to anticipate in advance. For fuller detail, we urge you to review our notice Coop Transactions - Process & Costs.

Note that these figures are estimates, not caps or guarantees.
I have read and accept the information about fees and procedures noted above, and, if transferring a coop, have reviewed the "Coop Transactions - Process & Costs" notice.*

Yes.
SIGNING PROCEDURES.

PLEASE NOTE that the documents required for the transfer of your property cannot be signed electronically. It is our standard practice for you to come to our office to sign documents. We make every effort to prepare all documents for signing in a single sitting.

If you wish to sign remotely, we charge a minimum of $500 for the preparation, delivery and review of documents, and advise that remote signing requires great care and often results in errors and delays.
I have read and accept the information stated above regarding signing of documents.*

Yes.
COOP TRANSFERS.

A coop transfer is arranged primarily through your coop's managing agent. Managing agents vary widely in their quality, responsiveness and professionalism. Also, a number of other parties may be involved in the transaction. As such, the process is often slow, complicated and frustrating, for reasons beyond our control. Please see our notice Coop Transactions - Who's Involved for fuller detail.
If transferring a coop, I have read the "Coop Transactions - Who's Involved" notice.*

Yes.
UPLOAD ANY DOCUMENTS.

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OTHER NOTES / COMMENTS
Should be Empty:

Property Transfer Questionnaire

Personal Information & Communication Preferences

Property Information

Married Couple

IMPORTANT NOTES: