Placer County Transfer on Death Deed Forms (California)

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Form Package

Transfer on Death Deed

State

California

Area

Placer County

Price

$27.97

Delivery

Immediate Download

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More info on getting a copy of your existing deed and eRecording.

Included Forms

All Placer County specific forms and documents listed below are included in your immediate download package:

Transfer on Death Deed Form

Transfer on Death Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last reviewed/updated 4/18/2024

Transfer on Death Deed Guide

Transfer on Death Deed Guide

Line by line guide explaining every blank on the form.
Included document last reviewed/updated 4/18/2024

Completed Example of the Transfer on Death Deed Document

Completed Example of the Transfer on Death Deed Document

Example of a properly completed form for reference.
Included document last reviewed/updated 9/12/2023

Notice of Revocable Transfer on Death Deed

Notice of Revocable Transfer on Death Deed

Provide this form to your beneficiary(s).
Included document last reviewed/updated 2/13/2024

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 Placer 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 Placer 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 Placer County Transfer on Death Deed 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 Deed 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 Placer County that you need to transfer you would only need to order our forms once for all of your properties in Placer County.

Are these forms guaranteed to be recordable in Placer County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Placer 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 Deed Forms:

  • Placer County

Including:

  • Alta
  • Applegate
  • Auburn
  • Carnelian Bay
  • Colfax
  • Dutch Flat
  • Emigrant Gap
  • Foresthill
  • Gold Run
  • Granite Bay
  • Homewood
  • Kings Beach
  • Lincoln
  • Loomis
  • Meadow Vista
  • Newcastle
  • Olympic Valley
  • Penryn
  • Rocklin
  • Roseville
  • Sheridan
  • Tahoe City
  • Tahoe Vista
  • Weimar

What is the California Transfer on Death Deed

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)



Our Promise

The documents you receive here will meet, or exceed, the Placer 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 Placer 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.

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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Caroline M. L.

January 3rd, 2020

Hopefully, I am on the correct site to transfer ownership of a time share to my son. I am a senior, and this site is easy to follow if I am on the correct site. : )

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Roger J.

December 3rd, 2020

I found the service easy to use and very helpful.

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Elena R.

March 3rd, 2020

Very helpful forms and guide. Would use again if needed.

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Lindsey W.

March 7th, 2019

The service was great but after I did all my work and uploaded the documents they canceled my stuff because the county they had on the list doesnt take/or have set up e-recording yet. It was a bit disappointing because thats the only reason I was on here is because it brought me here from that countys sight.

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Marilyn C.

August 18th, 2021


A great service, making it fast and easy to prepare warranty deeds for property transfer sales. I recommend this to everyone who needs this help.

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Alison L.

February 16th, 2021

Wonderful and easy to use platform. I was using a more complicated platform that wouldn't load half the time. Makes for filing deeds in the pandemic quick and easy.

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Jann H.

July 18th, 2019

Was helpful information

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Masud K.

June 20th, 2020

Deeds.com did an excellent job in providing me the Real Estate documents I needed. You delivered the documents fast and they were accurate. I greatly appreciate your help. Thanks for everything

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Brian W.

February 1st, 2020

Easy, but it would be nice if there was an option for font size. It looks tiny, like 6 or 8.

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David M.

August 9th, 2023

A real boon to those of us who are not attorneys but wish to protect our assets and avoid probate court issues. Thank you for a great service.

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Gerald G.

September 16th, 2020

I am researching forms required to change deed from joint owners to individual. Subsequently, forms required when/after a trust is established for real property.

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Judith L.

August 19th, 2019

I bought a package for doing a mineral deed in Sheridan County, Montana. I will now try to use it and we'll see, I guess, how easy it may or may not be, etc. Check back later perhaps for more details~

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