Adding a spouse, transferring to a child, moving property into your LLC, funding a living trust, or transferring between siblings — any deed transfer can trigger a property tax reassessment costing $15,000+ a year if the wrong exemption is filed. We prepare grant, quitclaim, interspousal, trust transfer, and entity deeds with the correct exemption recital for a flat $275, e-recorded the same day at the Santa Clara County Clerk-Recorder.
One wrong filing can trigger property tax reassessment costing $15,000+ per year. TrustPoint prepares Santa Clara County grant, quitclaim, interspousal, and trust transfer documents with the correct exemption language — flat $275, same-day e-recording in all 58 California counties, California LDA #268 ↗, CALDA member ↗.
California's property tax exemptions — parent-to-child, spouse-to-spouse, trust funding — aren't automatic. Wrong wording or a missed deadline = permanent reassessment. Local residents also face city conveyance tax in San Jose, Palo Alto, and Mountain View.
Parent-to-child transfers preserve the original base year — only if BOE-19-P is filed within 3 years. Miss it, the property resets to market value. Permanently.
Example: $400K home (1995) at ~$5K/yr tax becomes $24K/yr at $2M market. $19K more, every year.San Jose, Palo Alto, and Mountain View are the ONLY California cities charging extra city conveyance tax — $1.65 per $500. Spousal and trust transfers are exempt with the right recital under R&T §11930 / §11911.
Example: $1.5M Palo Alto interspousal without exemption wording — ~$6,600 billed instead of $0. Cannot be refunded.The parent-child exclusion protects only base year + $1,044,586 (2025-27 cap). Over that, the difference is reassessed.
Deadlines: BOE-19-P within 3 years. BOE-266 within 1 year. Miss either, lose retroactive relief.What we do differently. You tell us the relationship and purpose. We pick the right document, draft the exemption recital, and prepare the BOE forms — filed together.
Book online or call. We review your situation in English, Vietnamese, or Spanish and confirm a flat fee.
We draft the deed plus PCOR and Transfer Tax Affidavit — pre-checked against county indexing rules and city conveyance tax. Sign at our office.
Your signed original is e-submitted while you're still in our office — typically returned recorded within an hour to next day. Stamped copy emailed.
One price for any document type — includes PCOR, Transfer Tax Affidavit, and one revision.
Pass-through cost to the County Clerk-Recorder.
Interspousal document — exempt from reassessment under R&T §63. Recorded same day.
Prop 19 limits the exclusion to a child's primary residence. We prepare the BOE-19-P claim with the deed so the exemption is filed on time.
An unfunded trust doesn't avoid probate. We prepare the trust transfer document that moves your home into the trust — R&T §62(d) excluded from reassessment.
Moving property into an LLC, partnership, or corporation. We prepare the grant deed with proper authority recital and check Prop 13 implications under §64.
Brother-to-sister, sister-to-sister, or removing a co-owner from title. We prepare the right document and confirm whether the exemption applies before recording.
Interspousal transfer pursuant to a marital settlement — exempt under R&T §63 and city conveyance tax under §11927. Court order or MSA recital required.
She clearly explained the differences between each business structure so I could decide what was best. She got everything done within just a few hours! Highly recommended for business owners.
Bay Area Building ServicesThey prepared each deed carefully and recorded all our deeds electronically. Every deed came back recorded properly. Excellent deed preparation service.
Regino M.Quinnie was amazing! She was super responsive and even worked late hours to make sure my legal papers were ready on time. Thanks to her expertise, I saved thousands of dollars.
Irene W.Quinnie founded TrustPoint to make California legal paperwork accessible and affordable — especially for Vietnamese and Spanish-speaking families who have long struggled to find legal help in their own language.
With four California licenses under one roof (Registered LDA, Notary Public, IRS Tax Preparer, Real Estate Agent), she prepares property documents, living trusts, mortgage modifications, probate petitions, and civil filings personally. Personally trilingual in English and Vietnamese, with on-staff Spanish support.
Need notary, loan signing, or apostille? Our same-office partner Fingerscan Digital handles those.
The fastest document for moving property between people who trust each other.
Learn more →For spouses adding or removing each other from title — exempt from transfer tax and Prop 13.
Learn more →Same flat-fee service for SF property — recorded at the SF Assessor-Recorder.
View SF page →Flat $275 for preparation; recording fees start near $98. San Jose, Palo Alto, and Mountain View add $1.65 per $500 city conveyance tax; spousal and trust funding typically exempt.
These are the only California cities charging city conveyance tax — combined $2.20 per $500. Spousal, Prop 19 parent-child, and trust funding qualify for full exemption.
Escrow only prepares documents during a sale. Trust funding, adding family, divorce, Prop 19 — the gap a Legal Document Assistant fills.
We prepare in 1–3 business days. After you sign, we e-submit immediately — most documents return recorded same hour to next day.
Yes. R&T Code §63 excludes spousal transfers from reassessment. We prepare an interspousal grant deed — exempt from documentary transfer tax and Prop 13 reappraisal.
Yes — same-day e-recording. We prepare at our San Jose office (or remotely), you sign with any California notary, and we submit electronically to the County Clerk-Recorder at 70 W. Hedding. Stamped copy emailed within 1 business day.
Two options: an interspousal grant deed (cleanest, exempt from reassessment under R&T §63 and from documentary transfer tax under §11930) or a quitclaim with interspousal recital. Wrong wording triggers reassessment AND city conveyance tax in San Jose, Palo Alto, or Mountain View. We prepare the right document with the correct exemption recital for $275 flat.
Yes — all 58 California counties. Same flat $275, same same-day e-recording. If your property is in San Mateo, Alameda, Contra Costa, San Francisco, Los Angeles, San Diego, or any other California county, we handle it remotely from our San Jose office. See all California deed services →
No. TrustPoint is a Registered & Bonded Legal Document Assistant (LDA #268). We prepare documents at your direction. Verify on the County Clerk-Recorder ↗.
Tell us about your property. We'll confirm a flat fee, calculate exact recording cost, and e-record the same hour you sign.
California LDA #268 · Registered & Bonded · Verify on Santa Clara County Clerk-Recorder ↗ · CALDA Member ↗