Business Formation Interview

Grantor Name
	Edit Delete
Use the Add Grantor button below to add grantors.

Grantee Name
	Edit Delete
Use the Add Grantee button below to add grantees.

property_state_st

ep_deed_tf

community_property_state_tf

Yes
No

homestead_statement_tf

Yes
No

dower_state_tf

Yes
No

homestead_spousal_joinder_state_tf

Yes
No

Type:*

Individual or Married Couple
Business or Organization
Living Trust or Other Trust

Basic Information

Gender*

Male
Female

First Name*

Middle Name

(Optional)

Last Name*

Name Suffix

(Optional)

Other names?*

Review the prior deed to the property. Does this owner's name differ in any way from the way the prior deed is worded? If so, choose "Yes."

Yes
No

Other name or names used by this owner:*

Marital Status*

Does this person's spouse also own the property?*

Yes
No

Is the property this person's homestead?

Yes
No

Is the property this person's community property?

Yes
No

include_spouse_tf

Yes
No

Under {Parent:1} law, the deed will not be valid without the signature of this owner's spouse. Enter the spouse's information in the section below.

Will an agent under a power of attorney sign documents on behalf of this person?

Yes
No

Choose Yes only if this person is not able to sign the deed on his or her own behalf and has a valid power of attorney appointing an agent to sign the deed on his or her behalf. A power of attorney should be used with caution, and only when the current owner is unable to sign on his or her own behalf.

Agent Information

Enter the following information about the agent under this owner's power of attorney.

Agent's Gender*

Male
Female

First Name*

Middle Name

(Optional)

Last Name*

Name Suffix

(Optional)

Agent's Title*

POA Title*

Enter the title of the power of attorney that gives the agent the authority to sign documents. For example, "General Durable Power of Attorney."

POA Date*

Enter the signing date of the power of attorney that gives the agent the authority to sign documents.

Spouse Information

A married couple counts as a single entry. Only enter spouse information once for each married couple. Once you enter the spouse's information here, do not add the spouse as a separate entry.

Spouse's Gender*

Male
Female

First Name*

Middle Name

(Optional)

Last Name*

Name Suffix

(Optional)

Other names?*

Yes
No

Other name or names used by this spouse:*

Organization Information

Organization Name*

Type of Organization*

Formation State*

Include person who will sign documents on behalf of this organization?

Yes
No

Representative Information

Representative's Gender*

Male
Female

First Name*

Middle Name

(Optional)

Last Name*

Name Suffix

(Optional)

Representative's Position with Organization

Trust Information

Trust Name*

Trust Date*

How many trustees currently serve on behalf of this trust?

Trustee 1

Enter the following information about the first trustee.

Trustee 1 Name

This trustee is an:

Individual
Organization

Trustee 1 Gender

Male
Female

Trustee 2

Enter the following information about the second trustee.

Trustee 2 Name

This trustee is an:

Individual
Organization

Trustee 2 Gender

Male
Female

Trustee 3

Enter the following information about the third trustee.

Trustee 3 Name

This trustee is an:

Individual
Organization

Trustee 3 Gender

Male
Female

Trustee 4

Enter the following information about the fourth trustee.

Trustee 4 Name

This trustee is an:

Individual
Organization

Trustee 4 Gender

Male
Female

Address

Address*

Street Address Address Line 2 (Optional) City State ZIP Code

mailing_tf

Different mailing address?

Concatenated Fields

full_name

agent_full_name

spouse_full_name

org_rep_full_name

trustee_title

Grantor Name

trustee_multiple_tf

True
False

Calculated Interview Variables

County Information

Goals

Choose the Type of Deed

Current Owner Information

Spouse 1 Information

Spouse 2 Information

New Owner Information

Divorce Information

Trust Information

Trustee 1

Trustee 2

Trustee 3

Trustee 4

Address

Form of Co-Ownership

Deed Consideration

Legal Description

How to Find a Legal Description

Example of Subdivision (Lot and Block) Legal Description

Example of Survey (Metes and Bounds) Legal Description

Prior Deed Information

Transfer Tax Exemptions

Interest Conveyed

Preparer Information

Return-To Address

Signing Information (Optional)

Document Options

Payment Information

Basic Information

Agent Information

Spouse Information

Organization Information

Representative Information

Trust Information

Trustee 1

Trustee 2

Trustee 3

Trustee 4

Address

Concatenated Fields

Basic Information

Spouse Information

Organization Information

Representative Information

Trust Information

Trustee 1

Trustee 2

Trustee 3

Trustee 4

Address

Concatenated Fields