Intake Form - Family Lawyer

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About Us
Contact
Intake Form

LAW FIRM OF
MATTHEW L. FLOREZ, P.C.

Attorney at Law

P.O. Box 272 ◆ 401 South Cypress Street, Pecos, Texas 79772

Office: (432) 698-1868 | Fax: (432) 698-3322

Matthew@FlorezLawFirm.com

Intake Sheet for Deed Preparation Services

We understand that the process of transferring property titles can be complex, and we’re here to assist you every step of the way. To better serve you, please fill out the following intake sheet with detailed information. Your accurate and thorough responses will help us prepare your deed efficiently and effectively.

1. Personal Information (Your Information)

Your Legal Name:

Phone Number:

Email Address:

Mailing Address:

2. Property Information

Full name of the grantor (current owner(s)):

Full name of the grantee (potential new owner(s)):

Full address of the property:

Legal description of the property OR Property ID from the tax office or appraisal district (you can also provide us with a copy of the deed or the property tax bill):

3. Purpose of the Transfer (mark only ONE)

I am the buyer and I’m buying this property in one payment with money. Are you also buying the minerals?

Yes No I don’t know

I am the seller and I am selling this property for money in one full payment. If you own the minerals, are you keeping them?

Yes No I don’t know

I am buying this property and it will be “rent-to-own”. Are you also buying the minerals?

Yes No I don’t know

I am selling this property and it will be “rent-to-own”. If you own the minerals, are you keeping them?

Yes No I don’t know

I am giving this property away for free to a family member. If you own the minerals, are you keeping them?

Yes No I don’t know

Is this transfer being done to protect the property from the nursing home or Medicaid?

Yes No I don’t know, please explain this to me

I am receiving this property for free from a family member. Are you also receiving the minerals?

Yes No I don’t know

Is this transfer being done to protect the property from the nursing home or Medicaid?

Yes No I don’t know, please explain this to me

There is a mistake in a deed we previously made and we need to get it fixed.

The property is under the name of someone who is deceased and I want to get it under my name, if possible, without going to court.

Transfer of the mineral estate only.

Other, please explain:

4. Ownership and Title

Have you, a landman, title company, or lawyer checked the title to the property?

5. Life Estate or Remainder Interests

I want to be able to live on this property until the day I die. I don’t know what a life estate is, please explain it to me. I have some conditions, or strings attached, to this transaction. None.

6. Succession Planning

Do you know of, or do you have, any Wills, trusts, co-owners, ex-spouse, children from a different partner, business partners, which might affect this transaction?

7. Liens and Mortgages

Do you know if there are any liens on the property, if one of the owners of the property is dead, if the property is in litigation (like divorce), or if there is a mortgage on the property?

8. Address and Marital/Entity Status

Current Owner’s Mailing Address:

Current Owner’s Marital Status:

Future Owner’s Mailing Address:

Future Owner’s Marital Status:

9. Additional Information

Certification

I certify that the information provided above is true and accurate to the best of my knowledge.

Signature:

Printed Name:

Date:

I agree that this information may be used to evaluate and prepare my deed. I understand that no attorney-client relationship is formed until the firm confirms representation in writing.

We Help Solve Your Legal Issues

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Law Firm of Matthew L. Florez, P.C.

P.O. Box 272 • 401 South Cypress Street
Pecos, Texas 79772

Office: (432) 698-1868 · Fax: (432) 698-3322
Email: Matthew@FlorezLawFirm.com

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