Orange County Transfer on Death Affidavit Form (California)
All Orange 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 Orange County compliant document last validated/updated 7/11/2024
Transfer on Death Affidavit Guide
Line by line guide explaining every blank on the form.
Included Orange County compliant document last validated/updated 5/8/2024
Completed Example of the Transfer on Death Affidavit Document
Example of a properly completed form for reference.
Included Orange County compliant document last validated/updated 7/19/2024
The following California and Orange County supplemental forms are included as a courtesy with your order:
When using these Transfer on Death Affidavit forms, the subject real estate must be physically located in Orange County. The executed documents should then be recorded in one of the following offices:
County Administration South
601 N. Ross St., Santa Ana, California 92701
Hours: 8 a.m. - 4:30 p.m. Monday - Friday
Phone: (714) 834-2500
Old Orange County Courthouse
211 West Santa Ana Blvd., Santa Ana, California 92701
Hours: Hours: 8 a.m. to 4:30 p.m., Monday - Friday
Phone: (714) 834-2500
South County Branch Office
24031 El Toro Rd, Suite 150, Santa Ana, California 92653
Hours: Monday through Friday 9:00 am to 4:30 pm / Recording until 4:00pm
Phone: (714) 834-2500
North County Branch Office
201 N Harbor Blvd, Fullerton , California 92832
Hours: Monday through Friday 9:00 am to 4:00 pm
Phone: (714) 834-2500
Local jurisdictions located in Orange County include:
- 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
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 Orange 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 Orange County using our eRecording service.
Are these forms guaranteed to be recordable in Orange County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Orange County including margin requirements, content requirements, font and font size requirements.
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 Orange County that you need to transfer you would only need to order our forms once for all of your properties in Orange County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by California or Orange 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 Orange 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.
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.
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 Orange 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 Orange 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.
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July 25th, 2024
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November 29th, 2021
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December 18th, 2020
Was quick and easy compared to visiting downtown where the recorders office is closed or just the thought of mailing important documents and waiting until someone hopefully reaches back out to you. All responses were timely and process was easy. No complaints.
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July 6th, 2021
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August 16th, 2021
Super easy to use! Totally satisfied. Thanks.
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January 18th, 2019
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STEPHANIE S.
November 12th, 2020
The documents received and information provided to assist with the recording was exactly what was needed for a successful title transfer. I would highly recommend this site and will continue using it for future transactions.
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Jorge O.
June 11th, 2019
Everything work excellent. Don't think any update is needed at this time. Thank you
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June 21st, 2024
The package was extremely helpful and provided everything I needed to complete this for my mom- I highly recommend their service!
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Anna S.
July 17th, 2020
You guys are awesome, The service, expertise and quick communication were amazing. I think you guys are charging to little, but you didn't hear that from me. Thank you for making this process quick and easy.
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Kevin M.
May 14th, 2019
All I can say is WOW. They were so fast and professional. I received my copy of my deed that same day I requested it. There was some confusion on my part but within minutes it was explained.
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August 7th, 2020
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MIchelle S.
June 18th, 2021
You had the generic document that I was looking for Yay!
The "example" page was helpful and reassuring.
The auto input sections of my document looked ok until i printed it and then it appeared to be out of alignment which is why my rating is lowered to 4 stars
it would be nice to have the ability to correct the title (created by me) when downloading PDFs for an e-filing
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