I just went thought the legal name change process in California. It was not even mentioned as a requirement as to RLE by any of the three therapists I have seen. I changed my name on my DL first then the legal thing. Some say it will not work but I can tell you that it does and as long as you provide the exact name that is on the SSA record, the CA DMV will change the name and gender marker by form 328 alone. However, if you do not change the gender marker, the DMV requires a court order! Weird.
I changed my name because my ID instantly outed me everywhere I shopped. Even a debit card shows a name to the clerk on their POS screen. I was able to change my Costco card, bank Debit/credit cards and DL without a legal name change.
I went to the SSA last week and gave the clerk my court order. She went through dozens of input screens and I saw the gender marker. I thought, Why not go for it and ask her to change the M to an F. She said, "Oh my, your parents must have made a mistake filling out the original form. I'll change it" She put in an F and hit ENTER. I thought, I had it made but the F was not accepted. More information was needed including a letter from a doctor verifying my gender. I gave her my carry letter hoping that would suffice. She went in the back and talked to a supervisor. She came back and said I now need a SRS completed letter. The interesting thing was that until I took out my carry letter, she did not suspect I was trans. My old male name was not very common and she didn't put two and two together.
I would not say that permanent changes to ID are required for RLE but it is really difficult to get along unless you do. So it was top on my list and I can say the feeling of being Margaret legally is a rush! I LOVE it.
Maggie