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California - Orange County Affidavit Death of Joint Tenant Form
Deed Form Available For Download All Orange County specific forms listed below are included in your immediate download:
Orange County Affidavit of Death of a Joint Tenant Form Page 1
Affidavit of Death of a Joint Tenant Form - Orange County
Fill in the blank form formatted to comply with all recording and content requirements.
Included | Document last updated 9/13/2016
Orange County Affidavit of Death of a Joint Tenant Guide Page 1
Affidavit of Death of a Joint Tenant Guide - Orange County
Line by line guide explaining every blank on the form.
Included | Document last updated 9/12/2016
Orange County Completed Example of the Affidavit of Death of a Joint Tenant Document Page 1
Completed Example of the Affidavit of Death of a Joint Tenant Document - Orange County
Example of a properly completed form for reference.
Included | Document last updated 9/12/2016
Preliminary Change of Ownership Form
Preliminary Change of Ownership Form *
Included supplemental form
This is a required form, due at the time of recording. There is a $20.00 penalty fee for non-compliance.
Parent to Child Exclusion
Parent to Child Exclusion *
Included supplemental form
The law requires transferor(s)/seller(s) to sign a claim for a reassessment exclusion for transfers between parent(s) and child(ren). Signatures from both the transferor(s) and transferee(s) are required to complete your claim.
Grandparent to Grandchild Exclusion
Grandparent to Grandchild Exclusion *
Included supplemental form
The law requires transferor(s)/seller(s) to sign a claim for a reassessment exclusion for transfers between grandparent(s) and grandchild(ren). Signatures from both the transferor(s) and transferee(s) are required to complete your claim.
Change in Ownership Statement Death of Real Property Owner
Change in Ownership Statement Death of Real Property Owner *
Included supplemental form
This form is used by the personal representative of the deceased property owner, who files this statement with the Orange County Assessor to request a Completed Change in Ownership Statement.
Affidavit of Cotenant Residency
Affidavit of Cotenant Residency *
Included supplemental form
If one of two equal co-owners, referred to as cotenant, dies, the real property transfers to the other cotenant. Provided the criteria listed on the form are met, the surviving cotenant may file the affidavit in order to claim exclusion from reassessment and prevent an increase in property taxes.
Transfer Tax
Transfer Tax *
Included supplemental form
If your conveyance is exempt, you need the R&T Code of the applicable exemption and a brief explanation. Both are provided on this list.
Notary Certificates
Notary Certificates *
Included supplemental form
The supplemental forms in this section can be used as loose certificates by California notaries.
*Supplemental forms (forms other than the actual deed form) are made available as a courtesy with your order. Supplemental forms come directly from the state or local jurisdiction that requires them, we offer no support for the supplemental forms, we did not make them.
Frequently Asked Questions:
  • How long does it take to get my forms?
    • Forms are available immediately after submitting payment.
  • How do I get my forms, are they emailed?
    • After you submit payment you will see a page listing the forms you ordered with a download link to the pdf form file. You download the forms to your computer. You will also receive an email with a link to your download page in case you need it later.
  • What type of files are the forms?
    • All of our forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
  • Can the forms be re-used?
    • Yes. You can re-use the forms for your personal use. For example, if you have more than one property in a given county that you need to transfer you would only need to order our forms once for all of your properties in that county.
  • Are these forms guaranteed to be recordable in Orange County?
    • Yes. Our form blanks are guaranteed to meet and exceed all formatting requirements set forth by Orange County including margin requirements, content requirements, font and font size requirements.
  • Do I have to enter all of my property information online?
    • No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
  • Can I save the completed form, email it to someone?
    • Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
  • What is included in the download?
    • A fill in the blank form used to create your Affidavit Death of Joint Tenant.
    • A guide that explains every blank on the Affidavit Death of Joint Tenant Form.
    • A completed example of the Affidavit Death of Joint Tenant to give you an idea of what a properly completed document looks like.
    • All supplemental forms that may be required by Orange County when recording your document.
  • Do I need any special software to use these forms?
    • You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
  • Are there any recurring fees involved?
    • No. Nothing to cancel, no memberships, no recurring fees.

What is the California Affidavit Death of Joint Tenant?
When real estate in California is owned by joint tenants and one of the owners dies, the remaining owner(s) can clear the title by recording an affidavit of Death of a Joint Tenant.

Joint tenancy is a way for two or more people to own property in equal shares so that when one of the joint tenants dies, the property can pass to the surviving joint tenant(s) without having to go through probate court.

The affidavit should be recorded in order to be binding on others. Take a certified copy of the death certificate of the deceased joint tenant and your affidavit to the recorder's office in the county where the real property is located.
Areas covered by these Affidavit Death of Joint Tenant Forms:
  • Orange County
Including:
  • Aliso Viejo
  • Anaheim
  • Atwood
  • Brea
  • Buena Park
  • Capistrano Beach
  • Corona Del Mar
  • Costa Mesa
  • Cypress
  • Dana Point
  • East Irvine
  • El Toro
  • Foothill Ranch
  • Fountain Valley
  • Fullerton
  • Garden Grove
  • Huntington Beach
  • Irvine
  • La Habra
  • La Palma
  • Ladera Ranch
  • Laguna Beach
  • Laguna Hills
  • Laguna Niguel
  • Laguna Woods
  • Lake Forest
  • Los Alamitos
  • Midway City
  • Mission Viejo
  • Newport Beach
  • Newport Coast
  • Orange
  • Placentia
  • Rancho Santa Margarita
  • San Clemente
  • San Juan Capistrano
  • Santa Ana
  • Seal Beach
  • Silverado
  • Stanton
  • Sunset Beach
  • Surfside
  • Trabuco Canyon
  • Tustin
  • Villa Park
  • Westminster
  • Yorba Linda
 
Included Orange County Affidavit Death of Joint Tenant Forms
 
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