Printable Transfer-on-Death Deed Form for the State of California Get Document

Printable Transfer-on-Death Deed Form for the State of California

The California Transfer-on-Death Deed form allows property owners to transfer real estate to a designated beneficiary upon their death, bypassing the probate process. This straightforward legal tool provides a simple way to ensure that property is passed on according to the owner's wishes. To get started with this form, click the button below.

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Outline

In California, planning for the future often involves considering how assets will be transferred upon one's passing. One valuable tool available to residents is the Transfer-on-Death Deed, a legal document that allows individuals to designate beneficiaries for real property without the need for probate. This form enables property owners to retain full control over their assets during their lifetime while ensuring a smooth transition to heirs after death. By completing this deed, individuals can specify who will inherit their property, making the process straightforward and efficient. Importantly, the Transfer-on-Death Deed does not affect the owner’s rights to sell or modify the property while they are alive. Moreover, it provides a way to avoid the complexities and costs associated with probate, offering peace of mind to both property owners and their loved ones. Understanding how to properly utilize this deed can significantly ease the burden of estate planning and ensure that one's wishes are honored after they are gone.

Key takeaways

When dealing with the California Transfer-on-Death Deed form, it’s important to keep a few key points in mind. Here are some essential takeaways:

  • Understand the Purpose: This deed allows property owners to transfer their property to a beneficiary upon their death, without going through probate.
  • Fill It Out Correctly: Ensure all required information is complete, including the property description and the beneficiary's details.
  • Sign and Notarize: The deed must be signed by the property owner and notarized to be valid. This step is crucial for its legal effectiveness.
  • Record the Deed: After signing, the deed should be recorded with the county recorder's office to make it official and enforceable.

Taking these steps can help ensure a smooth transfer of property and avoid complications later on.

Form Preview Example

California Transfer-on-Death Deed Template

This Transfer-on-Death Deed is created pursuant to the California Probate Code Section 5600 et seq.

PARTIES:

  • Grantor(s): ________________________________ (Name of the Owner)
  • Address: ________________________________ (Grantor's Address)
  • Grantee(s): ________________________________ (Name of the Beneficiary or Beneficiaries)
  • Address: ________________________________ (Grantee's Address)

PROPERTY DESCRIPTION:

The property that is the subject of this Transfer-on-Death Deed is located at:

_________________________ (Address of Property)

Assessor's Parcel Number (APN): ___________________

This deed transfers title to the above-described property to the grantee(s) upon the death of the grantor(s) with no need for probate.

GRANTOR’S INTENT:

The grantor(s) intends for this deed to operate as a Transfer-on-Death Deed, transferring the property to the grantee(s) upon the grantor’s death.

REVOCATION:

The grantor(s) may revoke this deed during their lifetime by executing a written revocation and recording it with the county recorder of the county in which the property is located.

EXECUTION:

In witness whereof, the grantor(s) has executed this Transfer-on-Death Deed on this ____ day of __________, 20__.

_______________________________

(Signature of Grantor)

_______________________________

(Printed Name of Grantor)

_______________________________

(Signature of Additional Grantor, if any)

_______________________________

(Printed Name of Additional Grantor, if any)

NOTARY ACKNOWLEDGMENT:

State of California, County of _______________.

On __________, before me, ______________________ (Name of Notary), a Notary Public, personally appeared __________________________ (Name(s) of Grantor(s)), who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that they executed it.

WITNESS my hand and official seal.

_______________________________

Signature of Notary Public