San Mateo County Long Form Deed of Trust Form (California)

All San Mateo County specific forms and documents listed below are included in your immediate download package:

Deed of Trust Form

San Mateo County Deed of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included San Mateo County compliant document last validated/updated 6/9/2025

Deed of Trust Guidelines

San Mateo County Deed of Trust Guidelines

Line by line guide explaining every blank on the form.
Included San Mateo County compliant document last validated/updated 7/18/2025

Completed Example of the Deed of Trust Document

San Mateo County Completed Example of the Deed of Trust Document

Example of a properly completed form for reference.
Included San Mateo County compliant document last validated/updated 6/5/2025

Promissory Note Form

San Mateo County Promissory Note Form

Note that is secured by the Deed of Trust.
Included San Mateo County compliant document last validated/updated 4/14/2025

Promissory Note Guidelines

San Mateo County Promissory Note Guidelines

Line by line guide explaining every blank on the form.
Included San Mateo County compliant document last validated/updated 4/17/2025

Completed Example of the Promissory Note Document

San Mateo County Completed Example of the Promissory Note Document

Example of a properly completed form for reference.
Included San Mateo County compliant document last validated/updated 7/14/2025

Annual Accounting Statement Form

San Mateo County Annual Accounting Statement Form

Mail to borrower(s) for fiscal year reporting.
Included San Mateo County compliant document last validated/updated 6/30/2025

When using these Long Form Deed of Trust forms, the subject real estate must be physically located in San Mateo County. The executed documents should then be recorded in the following office:

San Mateo County Recorder

555 County Center, 1st floor, Redwood City, California 94063-1665

Hours: Monday through Friday 8:00am to 5:00pm

Phone: (650) 363-4500

Local jurisdictions located in San Mateo County include:

  • Atherton
  • Belmont
  • Brisbane
  • Burlingame
  • Daly City
  • El Granada
  • Half Moon Bay
  • La Honda
  • Loma Mar
  • Menlo Park
  • Millbrae
  • Montara
  • Moss Beach
  • Pacifica
  • Pescadero
  • Portola Valley
  • Redwood City
  • San Bruno
  • San Carlos
  • San Francisco
  • San Gregorio
  • San Mateo
  • South San Francisco

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?

Immediately after you submit payment, the San Mateo County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in San Mateo County using our eRecording service.
Are these forms guaranteed to be recordable in San Mateo County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Mateo County including margin requirements, content requirements, font and font size requirements.

Can the Long Form Deed of Trust 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 San Mateo County that you need to transfer you would only need to order our forms once for all of your properties in San Mateo County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by California or San Mateo County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our San Mateo County Long Form Deed of Trust 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.

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.

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.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

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 the 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.

This form may be used for residential property, condominiums, second homes, vacant land, planned unit developments, small commercial and rental property with up to 4 units, if more than 4 units-attach our assignment of leases and rents form.

This DOT contains a Power of Sale Clause allowing for a non-judicial foreclosure, saving time and expense for the lender. The promissory note can be used for installment or balloon payments. A deed of trust and promissory note containing stringent default terms can be beneficial to the Beneficiary/Lender.

(California Long Form Deed of Trust Package includes forms, guidelines, and completed examples) For use in California only.

Our Promise

The documents you receive here will meet, or exceed, the San Mateo County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your San Mateo County Long Form Deed of Trust form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

4.8 out of 5 - ( 4569 Reviews )

Ronald P.

July 24th, 2025

Forms easy to download but experienced problems trying to type in my information into the forms. Then when I went to print a form, Adobe wanted to charge me for printing. I ended up printing the blank forms and then filling them out manually.

Reply from Staff

Thank you, Ronald. We're glad you found the forms easy to download, though we're sorry to hear about the printing and fill-in experience. Our forms are designed to be fillable and printable using free software like Adobe Reader. If you ever run into issues, our support team is happy to help!

Charlene H.

July 22nd, 2025

Deeds.com is a wonderful website. I highly recommend them and would use them again in the future.

Reply from Staff

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Kimberly B.

July 22nd, 2025

Great service, quick and easy!

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Scott D.

March 31st, 2025

I am very satisfied with the quality of the product I ordered. I have done similar property transfers/recording in the past on my own but paying for the forms and guidance is well worth it. The AI question area is extremely helpful. The example for the forms is perfect (as it has to be). I will absolutely use Deeds.com in the future for any related property needs. A+

Reply from Staff

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Kathy P.

January 2nd, 2025

Can you also make a search that includes the parcel number because that is all I had to go with and regular name searches didn't come up with anything I needed.

Reply from Staff

Your insights are invaluable to us and help us strive for better service. Thank you for taking the time to share your thoughts.

Sara R.

June 19th, 2019

Worked well for me to create a deed for a house I inherited. It was very thorough and easy to use. I have no experience with the law so I just googled terms I didn't understand and was fine. I also called land records a lot and ended up not needing a lot of the material included, but it was still good to have it.

Reply from Staff

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ronald s.

April 27th, 2021

easy to use site, directions well laid out

Reply from Staff

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Edith W.

February 4th, 2020

I was very pleased to be able to get all the legal forms, with instructions, I need to file a beneficiary deed specific to my county in one place. The downloads went smoothly. Deeds.com has saved me time and money by offering this service.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Thaddeus E.

January 5th, 2025

Quick assistance with same day recording. The tech identified barriers to successful Recordation such as image quality and worked with me to get them resolved for timely submission.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

Kathy-Louise A.

February 9th, 2025

I found the process of downloading and completing the documents very user friendly. Thank you for the Declare Value instructions. It was easy to follow, though a sample of the declaration form would be very useful. I didn't know how to list my "capacity" so I left it blank so the recorder could advise me. Otherwise, thank you so much for being available for people who are capable of completing simple legal tasks without the expense of a lawyer. Thank you, thank you, thank you!!!

Reply from Staff

Your appreciative words mean the world to us. Thank you.

FREDERICK T C.

November 8th, 2021

simple to follow and easy to use. Thanks

Reply from Staff

Thank you!

Andrea R.

December 25th, 2020

I was pleasantly surprised as I didn't even know you can record a quit claim deed digitally. I am in the mortgage business so I will gladly refer all my clients to this website! Deeds.com was prompt and fast with the entire process. My document was recorded and completed in less than 24 hours! Thank you again!

Reply from Staff

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Sheryl G.

November 27th, 2021

Simple way to complete documents with very detailed instructions. And to be able to e-file them is great too.

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Deborah D.

January 12th, 2021

Very easy to use, got everything I needed. Reasonable price.

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Thank you!

Vicki J.

November 17th, 2020

Reasonably priced and Extremely easy to use.

Reply from Staff

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