Monterey County Transfer on Death Affidavit Forms (California)
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Form Package
Transfer on Death Affidavit
State
California
Area
Monterey County
Price
$27.97
Delivery
Immediate Download
Payment Information
Included Forms
All Monterey County specific forms and documents listed below are included in your immediate download package:
Transfer on Death Affidavit Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included document last reviewed/updated 4/25/2024
Transfer on Death Affidavit Guide
Line by line guide explaining every blank on the form.
Included document last reviewed/updated 2/14/2024
Completed Example of the Transfer on Death Affidavit Document
Example of a properly completed form for reference.
Included document last reviewed/updated 3/27/2024
Included Supplemental Documents
The following California and Monterey County supplemental forms are included as a courtesy with your order.
Frequently Asked Questions:
How long does it take to get my forms?
Forms are available immediately after submitting payment.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by California or Monterey 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.
How do I get my forms, are they emailed?
Forms are NOT emailed to you. Immediately after you submit payment, the Monterey 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 sent to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance.
What type of files are the forms?
All of our Monterey County Transfer on Death Affidavit 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 Transfer on Death Affidavit 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 Monterey County that you need to transfer you would only need to order our forms once for all of your properties in Monterey County.
Are these forms guaranteed to be recordable in Monterey County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Monterey 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.
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.
Areas Covered by These Transfer on Death Affidavit Forms:
- Monterey County
Including:
- Aromas
- Big Sur
- Bradley
- Carmel
- Carmel By The Sea
- Carmel Valley
- Castroville
- Chualar
- Gonzales
- Greenfield
- Jolon
- King City
- Lockwood
- Marina
- Monterey
- Moss Landing
- Pacific Grove
- Pebble Beach
- Salinas
- San Ardo
- San Lucas
- Seaside
- Soledad
- Spreckels
What is the California Transfer on Death Affidavit
Using an Affidavit of Death to Claim Real Estate from a California Transfer on Death Deed
Transfer on death deeds allow individual landowners to transfer their real estate when they die, without a will or the need for probate distribution. The transferor simply executes a TODD form, then records it during the course of his/her natural life, and within 60 days of the signing date (5626(a)). Unlike grant deeds or quitclaim deeds, the owner continues to hold title to the property when a transfer on death deed is recorded (5650). As such, TODDs are exempt from transfer taxes and the Preliminary Change of Ownership Report (PCOR).
What happens, then, when the owner dies? Section 5680 defines the process for switching the title over to the beneficiary. The beneficiary may establish the fact of the transferor's death under the procedure provided in California Probate Code Chapter 2 (commencing with Section 210) of Part 4 of Division 2. The first step is obtaining a certified copy of the death certificate. Then research the recording information from the transfer on death deed identifying the beneficiary. Complete an affidavit of death and sign it in front of a notary. Finally, file the affidavit, along with the copy of the death certificate, in the recording office for the county where the property is situated. Note that this act transfers title to the beneficiary, so it also requires the PCOR and any associated taxes and fees.
Beneficiaries take title to the property under the rules set out at section 5652. Be aware that any associated debts, obligations, or agreements in place when the owner died follow the real estate to the beneficiaries. In addition, the title transfers without warranty, so the beneficiaries might find themselves liable for future claims against the property. For these reasons, among others, some beneficiaries might wish to disclaim the gift (5652(a)(1)).
In general, transferring title to the beneficiary of a transfer on death deed is a simple process. Even so, complications may arise. Contact an attorney for complex situations or with any questions.
(California Transfer on Death Affidavit Package includes form, guidelines, and completed example)
Our Promise
The documents you receive here will meet, or exceed, the Monterey 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 Monterey County Transfer on Death Affidavit 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.
Reviews
4.8 out of 5 (4324 Reviews)
Michael L.
April 25th, 2024
Professional, simple. Very good.
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Barbara A.
April 25th, 2024
Always helpful!\r\n
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Mark E.
April 25th, 2024
This was easy to use and only contained one glaring error-where to send the completed form to finish the process. I’ve completed the form, does this mean I get the amended deed sent to me? I think not.
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Greg G.
January 7th, 2021
Easiest Filing I've ever done, and filed in 24 hours.
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Ralph H.
October 22nd, 2022
They must have busy when I applied. The screen said it should be done in under10 mins unless heavier traffic. I was a little nervous because of a time deadline. It was completed in 45 mins and for under $30 it was worth every penny to have my deed details at my fingertips. So I give it a 5 on ease of use and quick handling. You can get it done less expensively, but great in a time crunch.
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Arthur M.
February 25th, 2021
Efficient and easy to use. Thanks.
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Michael L.
December 28th, 2018
I accidentally ordered the wrong deed package. Was looking for a quit claim deed and got a trustee deed. I immediately emailed the company, nothing back from them. I would like to exchange my purchase.
Thank you for your feedback. We replied to your message on December 20th at 2:05 pm, the reply was as follows: As a one time courtesy we have canceled your order/payment for the Trustee Deed document.
Robert S.
November 15th, 2021
Very nice!
Thank you!
Kimberly E.
July 6th, 2019
It was very easy to order,download, and print. The only issue I have is that the guide that came with my form really did not help me filling it out. I feel the explanations could have been better and suited more for the standard person. I was still confused when filling it out and will probably have to get a lawyer to make sure it's filled out correctly
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BILL G.
October 22nd, 2019
Slick
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Teresa F.
October 7th, 2022
Great! Received documents to download immediately and was able to do the needed with the information and instructions. Thank you
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May 12th, 2020
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February 25th, 2021
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July 24th, 2019
Using Deeds.com could not have been easier. The examples and line-by-line instructions helped a lot! I am so glad I found you.
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Tonia H.
October 6th, 2021
Could not be happier with the forms received. Everything went smooth from completing them to getting them recorded. No easy feat with our recorder, always seems to be an issue but not this time... Very Happy!
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