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California Short Form Deed of Trust Form

Select the county where the PROPERTY is located.
A deed of trust (DOT), also known as a trust deed, is a document that conveys title to real property to a trustee as security for a loan until the grantor (borrower) repays the lender according to terms defined in an attached promissory note. It’s similar to a mortgage, but differs in that mortgages only include two parties (borrower and lender). The laws of each state determine whether to use a deed of trust or a mortgage.

There are three parties to a deed of trust: the borrower (trustor), the lender (beneficiary), and the trustee. The trustee, typically a title agency or other disinterested party, serves two purposes: to initiate the foreclosure process for the lender if the borrower defaults on the loan, and to transfer (reconvey) the property back to the borrower after the debt is paid in full.

The short form deed covers the requirements for most non-institutional lenders. In addition to any other necessary documents, the short form adds another step of recording a fictitious or master deed of trust.

A fictitious/master deed of trust is a blank, unsigned long form deed of trust with a cover sheet attached, requesting recording for reference purposes only. By referencing the recorded instrument information on the fictitious DOT, all rights and obligations of the parties are preserved. Because of this, it’s generally less costly to record the short form DOT.


California Short Form Deed of Trust forms must meet local and state statutory requirements for content and format. The most important county formatting requirements in California are the margin requirements. Failing to meet the recorder's document margin requirements can lead to the document being assessed with a non-compliant fee or being outright rejected for recording.

Select the county in California where the PROPERTY is located.
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Customer Reviews

Said: Website is GREAT-- unfortunately we discovered we did not need a QuitClaim at this time after the fact--

10 out of 10 on 09/17/14

Said: Quick and straight forward. Delivered what was promised.

10 out of 10 on 09/15/14

Said: It was great that you had an example of how to properly feel out the form. The only thing missing was ARS 11-1134 and the appropiate B #. Thank you

10 out of 10 on 09/11/14

Said: Everything worked ok I guess.

10 out of 10 on 09/10/14

Said: I found the forms to be more than adequate very easy to use and very professional looking (not that how they look matters). I was able to download and complete them in minutes. The information regarding recording the deed was a big help also. Thanks.

9 out of 10 on 09/08/14

Said: Pretty simple! Didnt need to use the instructions - hope I will have as good of luck when recording them

10 out of 10 on 09/07/14

Said: No Comment Left

10 out of 10 on 09/07/14

Said: very easy to use thanks a million

10 out of 10 on 09/05/14

Said: Very good forms would use them again and recommend them to anyone.

10 out of 10 on 09/05/14

Said: Very good. It would have been nice to have been able to save the information once it was typed in. That is a function of adobe as I understand but I think there is a software version that allows you to save a protected document. Other than that it was perfect. Also the link to this url did not work in your e mail. So I was required to paste and copy the link in my browser. That is going to keep some folks from submitting the form itself to offer comments. All total 7 out of 10. A C if I were your Professor.

7 out of 10 on 09/04/14

 
California Short Form Deed of Trust Form
California Short Form Deed of Trust Forms Have Been Updated as Recently as Monday September 22, 2014
 
 
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