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Preview - California Transfer-on-Death Deed Form

California Transfer-on-Death Deed Template

This Transfer-on-Death Deed is prepared in accordance with California Probate Code Section 5600 et seq. It allows an individual to transfer real property upon their death without the requirement of probate proceedings. Please fill in the blanks below.

Grantor Information:

  • Name of Grantor: ___________________________________
  • Date of Birth of Grantor: _____________________________

Beneficiary Information:

  • Name of Beneficiary: ___________________________________
  • Date of Birth of Beneficiary: ___________________________

Property Information:

  • Address of Property: ___________________________________
  • Assessor's Parcel Number: _____________________________

This Transfer-on-Death Deed shall become effective upon the death of the Grantor. No interest or rights in the property shall vest in the Beneficiary until the death of the Grantor.

Grantor Signature:

___________________________________________

Date: ______________________________________

Notary Acknowledgment:

State of California, County of __________________

On this ____ day of __________, 20__, before me, __________________, a notary public, personally appeared __________________________, 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 he/she/they executed the same.

Signature of Notary: ____________________________________

My commission expires: _________________________________

Similar forms

  • Will: A will specifies how a person's assets should be distributed after their death. Like a Transfer-on-Death Deed, it allows individuals to direct the transfer of property, but a will goes into effect only after probate, while the deed transfers ownership immediately upon death without going through probate.
  • Living Trust: A living trust is an arrangement where a trustee holds assets on behalf of beneficiaries. Similar to a Transfer-on-Death Deed, it allows for the direct transfer of property upon death, avoiding probate. However, a living trust can manage assets during the grantor's lifetime as well.
  • Beneficiary Designation: This document allows individuals to name beneficiaries for certain assets, such as life insurance policies or retirement accounts. Like a Transfer-on-Death Deed, it enables the direct transfer of assets to named individuals upon death, bypassing probate.
  • Joint Tenancy with Right of Survivorship: This property ownership arrangement allows two or more individuals to own property together. Upon the death of one owner, the property automatically transfers to the surviving owner(s), similar to how a Transfer-on-Death Deed operates.
  • ATV Bill of Sale Form: When transferring ownership of an all-terrain vehicle, utilize the necessary ATV Bill of Sale documentation to ensure all details are appropriately recorded and compliant with state regulations.
  • Payable-on-Death (POD) Accounts: A POD account allows individuals to name a beneficiary who will receive the funds in the account upon their death. This is akin to a Transfer-on-Death Deed in that it facilitates the transfer of assets directly to a designated person without going through probate.