San Mateo County Transfer on Death Affidavit Forms (California)
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Form Package
Transfer on Death Affidavit
State
California
Area
San Mateo County
Price
$27.97
Delivery
Immediate Download
Payment Information
Included Forms
All San Mateo 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 San Mateo 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 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.
How do I get my forms, are they emailed?
Forms are NOT emailed to you. 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 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 San Mateo 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 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.
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.
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:
- San Mateo County
Including:
- 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
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 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 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.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Barbara A.
April 25th, 2024
Always helpful!\r\n
We are thankful for your continued support and feedback, which inspire us to continuously improve. Thank you..
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.
Your insights are invaluable to us and help us strive for better service. Thank you for taking the time to share your thoughts.
Kermit S.
October 12th, 2020
Very easy to use.
Thank you for your feedback. We really appreciate it. Have a great day!
Margie H.
June 9th, 2021
Great
Thank you!
Kimberly K.
January 29th, 2020
Easy to use was very satisfied with service would recommend.
Thank you for your feedback. We really appreciate it. Have a great day!
Micael J.
August 28th, 2021
Easy to follow and fill out forms online.
Thank you for your feedback. We really appreciate it. Have a great day!
Shane T.
March 7th, 2020
The Transfer on Death Deed form package was very good. But like anything, could use some improvements.
There is not enough space to fill more than one beneficiary with any level of additional detail like "as his sole and separate property"
The area for the legal description could be a bit bigger and potentially fit many legal descriptions. Or it could be made to simply say "See Exhibit A" as is likely necessary for most anyway.
The guide should indicate what "homestead property" means so the user doesn't have to research the legal definition. (which turns out to be obvious, at least in my state, if you live there, it's your homestead.)
It would be helpful if an "Affidavit of Death" form were included in the package for instances where the current deed hasn't been updated to reflect a widowed owner as the sole owner before recording with only the one signature.
Thank you for your feedback. We really appreciate it. Have a great day!
franklin m.
October 14th, 2020
good format, helpful instructions
Thank you!
David H.
June 8th, 2020
Exceeded expectations; bundle included not only the form but also detailed instructions and definitions and a completed "John Doe" example.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Gina I.
June 14th, 2021
Found the forms I needed with no problem and easy to fill out thanks to the guide that is with it. Big help!
Thank you for your feedback. We really appreciate it. Have a great day!
Karen S.
October 19th, 2021
Deeds.com made everything easy, with instructions and samples it was simple to fill out the forms. I loved that it was county specific.
Thank you for your feedback. We really appreciate it. Have a great day!
Judy W.
January 9th, 2021
Very easy to fill out the form especially with the detailed guide and the sample. I will use deeds.com again if needed.
Thank you for your feedback. We really appreciate it. Have a great day!
Marilyn O.
March 9th, 2021
Good resource. Got what I needed easily
Thank you for your feedback. We really appreciate it. Have a great day!
Norman J.
October 3rd, 2023
I really enjoyed your service. It was great.
Thank you!
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