California Forms

Monterey County Transfer on Death Deed Form

Monterey County Transfer on Death Deed Form

Monterey County Transfer on Death Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document Last Validated 7/22/2025
Monterey County Transfer on Death Deed Guide

Monterey County Transfer on Death Deed Guide

Line by line guide explaining every blank on the form.

Document Last Validated 8/18/2025
Monterey County Completed Example of the Transfer on Death Deed Document

Monterey County Completed Example of the Transfer on Death Deed Document

Example of a properly completed form for reference.

Document Last Validated 7/10/2025
Monterey County Notice of Revocable Transfer on Death Deed

Monterey County Notice of Revocable Transfer on Death Deed

Provide this form to your beneficiary(s).

Document Last Validated 8/5/2025

All 4 documents above included • One-time purchase • No recurring fees

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

Where to Record Your Documents

Assessor/Recorder/County Clerk
Address:
168 West Alisal St, 1st floor / PO Box 29
Salinas, California 93902-0570

Hours: Mon-Fri 8:00 am to 5:00 pm / Recording until 4:00 pm

Phone: (831) 755-5041 or toll free from peninsula (831) 647-77

Recording Tips for Monterey County:
  • Bring your driver's license or state-issued photo ID
  • Verify all names are spelled correctly before recording
  • Make copies of your documents before recording - keep originals safe
  • Recording fees may differ from what's posted online - verify current rates

Cities and Jurisdictions in Monterey County

Properties in any of these areas use Monterey County forms:

  • 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

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Monterey County

How do I get my forms?

Forms are available for immediate download after payment. The Monterey 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 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.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Monterey 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 Monterey County?

Recording fees in Monterey County vary. Contact the recorder's office at (831) 755-5041 or toll free from peninsula (831) 647-77 for current fees.

Questions answered? Let's get started!

Use this form to transfer real estate at death, but outside of a will and without the need for probate distribution. Execute the TODD form, then record it during the course of your life, and within 60 days of the signing date (5626(a)). Note that unlike grant deeds or quitclaim deeds, there is no change in ownership when transfer on death deeds are recorded (5650), so they are exempt from transfer taxes and the Preliminary Change of Ownership Report (PCOR).

Section 5650 explains that while you are alive, you retain absolute ownership of and control over your property. You may sell, mortgage, rent, or otherwise use the real estate in any lawful manner, without input from or notice to the beneficiaries, or even modify or revoke the future transfer.

Be aware, too, that the TODD is NOT affected by provisions in your will (5642(b)). Best practices dictate that any change to an estate plan initiates a review of the whole thing, so to reduce the chance for conflict, ensure that the transfer on death deed reinforces the will and other related documents.

Beneficiaries take title to the property under the rules set out at section 5652. Any associated debts, obligations, or agreements in place when you die 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)).

As it stands, California's transfer on death deed is not valid for real estate held in joint tenancy or as community property with right of survivorship (5664).

5624. A revocable transfer on death deed is not effective unless all of the following conditions are satisfied:
(a) The deed is signed by the transferor and dated.
(b) The deed is signed by two witnesses who were present at the same time and who witnessed either the signing of the deed or the transferor's acknowledgment that the transferor had signed the deed.
(c) The deed is acknowledged before a notary public.

SEC. 10. Section 5625 is added to the Probate Code, to read:
5625. (a) Any person generally competent to be a witness may act as a witness to a revocable transfer on death deed.
(b) A revocable transfer on death deed is not invalid because it is signed by an interested witness.
(c) If a beneficiary of a revocable transfer on death deed is also a subscribing witness, there is a presumption that the witness procured the revocable transfer on death deed by duress, menace, fraud, or undue influence. This presumption is a presumption affecting the burden of proof. This presumption does not apply where the witness is named as beneficiary solely in a fiduciary capacity.

Overall, the Simple Revocable Transfer on Death Deed offers a convenient, flexible option to consider as part of an overall estate plan. Even so, they may not be appropriate in all cases. Contact an attorney for complex situations or with any questions.

Included NOTICE OF REVOCABLE TRANSFER ON DEATH DEED Form
5681. (a) After the death of the transferor, the beneficiary of a revocable transfer on death deed shall serve notice on the transferor's heirs, along with a copy of the revocable transfer on death deed and a copy of the transferor's death certificate. (b) The notice required by subdivision (a) shall be in substantially the following form:

(California Transfer on Death Deed Package includes form, guidelines, and completed example)



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

This Transfer on Death Deed meets all recording requirements specific to Monterey County.

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 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.

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October 1st, 2021

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May 18th, 2021

I like the form except the title should be ENHANCED LIFE ESTATE DEED and not Quit Claim Deed

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December 20th, 2018

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July 22nd, 2022

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May 19th, 2019

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August 9th, 2023

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January 27th, 2019

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September 1st, 2022

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September 10th, 2019

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June 10th, 2022

appreciate the ease of finding a group of forms without the need for a lawyer--the time and expense--for a basic transfer of joint tenancy following a death.

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