Santa Clara County Personal Representative Deed Form

Santa Clara County Personal Representative Deed Form
Fill in the blank form formatted to comply with all recording and content requirements.

Santa Clara County Personal Representative Deed Guide
Line by line guide explaining every blank on the form.

Santa Clara County Completed Example of the Personal Representative Deed Document
Example of a properly completed form for reference.
All 3 documents above included • One-time purchase • No recurring fees
Immediate Download • Secure Checkout
Additional California and Santa Clara County documents included at no extra charge:
Where to Record Your Documents
County Clerk-Recorder
San Jose, California 95134
Hours: 8:00 a.m. to 4:30 p.m
Phone: (408) 299-5688
Recording Tips for Santa Clara County:
- Documents must be on 8.5 x 11 inch white paper
- White-out or correction fluid may cause rejection
- Check margin requirements - usually 1-2 inches at top
- Avoid the last business day of the month when possible
- Some documents require witnesses in addition to notarization
Cities and Jurisdictions in Santa Clara County
Properties in any of these areas use Santa Clara County forms:
- Alviso
- Campbell
- Coyote
- Cupertino
- Gilroy
- Holy City
- Los Altos
- Los Gatos
- Milpitas
- Morgan Hill
- Mount Hamilton
- Mountain View
- New Almaden
- Palo Alto
- Redwood Estates
- San Jose
- San Martin
- Santa Clara
- Saratoga
- Stanford
- Sunnyvale
Hours, fees, requirements, and more for Santa Clara County
How do I get my forms?
Forms are available for immediate download after payment. The Santa Clara County forms will be in your account ready to download to your computer. An account is created for you during checkout if you don't have one. Forms are NOT emailed.
Are these forms guaranteed to be recordable in Santa Clara County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Santa Clara County including margin requirements, content requirements, font and font size requirements.
Can I reuse these forms?
Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Santa Clara County you only need to order once.
What do I need to use these forms?
The forms are PDFs that you fill out on your computer. You'll need Adobe Reader (free software that most computers already have). You do NOT enter your property information online - you download the blank forms and complete them privately on your own computer.
Are there any recurring fees?
No. This is a one-time purchase. Nothing to cancel, no memberships, no recurring fees.
How much does it cost to record in Santa Clara County?
Recording fees in Santa Clara County vary. Contact the recorder's office at (408) 299-5688 for current fees.
Questions answered? Let's get started!
Personal representative's deeds are used to transfer real property from both testate (with a will) and intestate (without a will) estates. These documents provide essential information about the specific probate estate and related property transfer in one document.
When a person dies, the probate court authorizes someone to take responsibility for distributing the remaining assets according to the instructions set out in the decedent's will (if one exists), while also following state and local laws. This person is often known as an executor or an administrator of the estate. California, however, identifies the individual who accepts that fiduciary duty as a personal representative (PR).
One common task involves transferring title on the decedent's real estate. Deeds used for this purpose must meet the same state and local requirements as warranty or quitclaim deeds. They also include other details, such as facts about the deceased property owner, the probate case, and anything else deemed necessary by the situation. In addition, the PR must file a PCOR with the county assessor's office when recording the completed deed.
Note that these deeds may need to be recorded with the probate court as well as the county recording office. Consult with the legal professional involved in managing the specific probate case to ensure that all recording and notice requirements are met.
See California Probate Code, Division 7. Administration of Estates of Decedents for more information. Remember that each case is unique, so contact an attorney with specific questions or for complex circumstances.
(California Personal Representative Deed Package includes form, guidelines, and completed example)
Important: Your property must be located in Santa Clara County to use these forms. Documents should be recorded at the office below.
This Personal Representative Deed meets all recording requirements specific to Santa Clara County.
Our Promise
The documents you receive here will meet, or exceed, the Santa Clara 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 Santa Clara County Personal Representative Deed 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 - ( 4573 Reviews )
Janice S.
February 28th, 2019
Really easy downloading the forms the directions everything was really easy thanks!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Judy K.
February 23rd, 2021
Your customer service is superb. I ordered the wrong form, and you were so quick to resolve my problem. I will be using your site again.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Monica D. N.
April 8th, 2019
The Web site is very intuitive, organized well and forms are easily found. The instructions provided are very helpful. Value in terms of price is very good.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Gertrude H.
October 1st, 2019
I used this form and guide a couple years ago and found it helpful and easy to fill out. Had good results at the Recorder's Office. Would recommend Deeds.com.
Thank you for your feedback. We really appreciate it. Have a great day!
Dean S.
March 11th, 2020
Couldn't be happier, great documents, easy to understand and complete.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Kevin M.
April 1st, 2020
Easy to navigate. Comprehensive
Thank you!
Thomas D.
April 30th, 2020
The documents themselves are fine and the information provided with them is helpful. I find the actual processing of the documents, however, to be difficult particularly once the document has been saved. First, I note that the box for the date only allows entry of the last 2 digits of the year. Unfortunately, my download only allows me to enter one of the 2 digits required. When I delete it repeatedly, it eventually allows both digits to be entered but puts them in extremely small text and in superscrypt. I have not found a solution to this problem and am not sure the deed can even be recorded with this problem. Another problem is that if you try to revise the document after you have saved it the curser goes to the end of the line after each key entry. This means that there basically is no way to efficiently save the document for reworking later since you will have to delete everything you have entered in the text box unless you only need to make a single keystroke change or are willing to replace the curser after each entry. Try that with a long property description! Please note that I am using a Mac to prepare my documents and perhaps this is part of an "incompatibility problem". However, I didn't see a disclaimer regarding Mac use and so would expect the documents to perform correctly. Overall, I give the program a "2 star" rating because I am experiencing significant difficulties in entering dates in the documents even before saving them and because saving your work for later revision appears to be basically unworkable.
Thank you for your feedback Thomas, we appreciate you being specific about the issues you encountered. Adobe and Mac have a fairly long history of issues working together.
Jennifer E.
March 8th, 2024
Very fast Process to get this to ROD
We are grateful for your feedback and looking forward to serving you again. Thank you!
Sidney L.
July 22nd, 2022
Not a fan. Filling in the WI RE transfer return was simple enough. However, it downloaded as a DOR file and I can't find a program to open it. So, I have no way to print the form to complete the process.
Thank you for your feedback. We really appreciate it. Have a great day!
Barbara C.
February 27th, 2020
Excellent site; easy to use
Thank you!
Lauren W.
October 30th, 2019
I took a chance and downloaded the Beneficiary Deed form -- would have liked to have been able to see the form before I paid, but I took a chance as everywhere else I looked online wanted me to fill out form online and then pay $30+ for each deed. I'm doing several, so I was glad to be able to just download the blank form that appears to be one I can directly type into on my computer. Yay! Would use your site again if needed. Thanks!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Kristina H.
January 23rd, 2020
Everything I needed to complete my release of lien was easy to obtain from Deed.com - and the example and instructions were helpful as well. The website is simple and efficient. Thanks!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Janet J.
August 11th, 2020
They quickly advised they could not record a death certificate for me.
Thank you!
NormaJean Q.
July 4th, 2021
Thank you, thie was very helpful. I did find the forms I needed.Very easy to use.,
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Dr. Shenetta M.
October 17th, 2023
The process was simple, and I am thankful for the turnaround time. Thank you for the help!
We are overjoyed to read your appreciative words regarding your experience with our eRecording service. It's rewarding to know that the simplicity of our process and the prompt turnaround time met your expectations.
Your acknowledgement is a great motivator for us to continue enhancing our services. Our goal is to always provide a seamless and efficient experience to our valued customers like you.
Thank you once again for your kind feedback. We are here to assist you anytime you need, and we look forward to serving you again in the near future!