San Luis Obispo County Transfer on Death Affidavit Form

Additional California and San Luis Obispo County documents included at no extra charge:

Where to Record Your Documents

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Cities and Jurisdictions in San Luis Obispo County

Properties in any of these areas use San Luis Obispo County forms:

• Arroyo Grande
• Atascadero
• Avila Beach
• Cambria
• Cayucos
• Creston
• Grover Beach
• Harmony
• Los Osos
• Morro Bay
• Nipomo
• Oceano
• Paso Robles
• Pismo Beach
• San Luis Obispo
• San Miguel
• San Simeon
• Santa Margarita
• Shandon
• Templeton

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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)

Important: Your property must be located in San Luis Obispo County to use these forms. Documents should be recorded at the office below.

This Transfer on Death Affidavit meets all recording requirements specific to San Luis Obispo County.

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

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