California Forms

San Joaquin County Transfer on Death Deed Form

San Joaquin County Transfer on Death Deed Form

San Joaquin County Transfer on Death Deed Form

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

Validated 7/22/2025 Preview Form
San Joaquin County Transfer on Death Deed Guide

San Joaquin County Transfer on Death Deed Guide

Line by line guide explaining every blank on the form.

Validated 7/11/2025 Preview Form
San Joaquin County Completed Example of the Transfer on Death Deed Document

San Joaquin County Completed Example of the Transfer on Death Deed Document

Example of a properly completed form for reference.

Validated 7/10/2025 Preview Form
San Joaquin County Notice of Revocable Transfer on Death Deed

San Joaquin County Notice of Revocable Transfer on Death Deed

Provide this form to your beneficiary(s).

Validated 6/17/2025 Preview Form

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

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

Where to Record Your Documents

Recorder/County Clerk
Address:
44 N San Joaquin St, Suite 260
Stockton, California 95202

Hours: Monday through Friday 8:00am - 4:30pm / Recording until 4:00pm

Phone: (209) 468-3939

Recording Tips for San Joaquin County:
  • Double-check legal descriptions match your existing deed
  • White-out or correction fluid may cause rejection
  • Leave recording info boxes blank - the office fills these
  • Make copies of your documents before recording - keep originals safe

Cities and Jurisdictions in San Joaquin County

Properties in any of these areas use San Joaquin County forms:

  • Acampo
  • Clements
  • Escalon
  • Farmington
  • French Camp
  • Holt
  • Lathrop
  • Linden
  • Lockeford
  • Lodi
  • Manteca
  • Ripon
  • Stockton
  • Thornton
  • Tracy
  • Vernalis
  • Victor
  • Woodbridge

View Complete Recorder Office Guide

Hours, fees, requirements, and more for San Joaquin County

How do I get my forms?

Forms are available for immediate download after payment. The San Joaquin 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 San Joaquin County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Joaquin 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 San Joaquin 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 San Joaquin County?

Recording fees in San Joaquin County vary. Contact the recorder's office at (209) 468-3939 for current fees.

Have other questions? Contact our support team

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 San Joaquin County to use these forms. Documents should be recorded at the office below.

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

Our Promise

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

4.8 out of 5 - ( 4572 Reviews )

Daniel Z.

September 13th, 2022

All is well that ends well and this form service seemed to work quite smoothly, even though my printer gives me fits at times, having to hand feed the blank paper.

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Michael L.

June 15th, 2022

Very helpful and efficient

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Marilyn S.

January 7th, 2021

I was fine. But I don't like surveys.

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James M.

November 23rd, 2020

Clear and easy instructions! Prompt notices of steps and status. Great job! I wish all counties in all states were this easy!

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Kimberly B.

September 22nd, 2020

Absolutely recommend Deeds.com! The process to recording your document is explained step by step. If you have any questions, you just send a message and almost instantly a staff member will reply. Super quick processing. I uploaded my document late Friday afternoon, it was reviewed by Deeds.com staff and sent to the county for recording on Monday. By Tuesday, my document was successfully recorded by the County Recorder's Office and a copy of my recorded document was available for me, as well!

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Jerome R.

July 22nd, 2021

great service clean and accurate

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Stephen B.

May 9th, 2020

They have been fabulous not only for getting me the Title and Property info I needed quickly, but also for determining which Deed (of many) that I actually needed. They are an outstanding resource for any real estate investor, property owner, Realtor, or attorney.

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Bakul W.

February 2nd, 2021

You guys did a great job for us yday. With the strim coming and the registry being closed to visitors I didn't know how I was going to get my work done and I found your website and in less than a day everything was done. Thank you.

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Melisa H.

August 17th, 2020

Quick turnaround and superior customer service from my reviewer. Above and beyond my expectations and took the time to look into the lengthy list of other counties I have to confirm you are able to e-record for me. I appreciate all the time and effort taken to help me.

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Ken S.

March 14th, 2019

Easy to downloand. Instructions were helpful and easy to follow. Made the process a lot easier for me.

Reply from Staff

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James S.

September 21st, 2021

The affidavit guidance was a great help and helped reduce the stress that usually comes with dealing with legalese. The Preliminary Change of Ownership that CA requires is quite complex since it covers a hoard of situations. I was left with a bit of uncertainty, but I definitely wouldn't want to try it without guidance.

Reply from Staff

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Frank K.

July 27th, 2023

One thing I suggest is use the nomenclature Borrower / Lender / instead of Mortgatator / Mortgatee… Had to google which is which ? !

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Eva L.

June 19th, 2020

So far so good! I haven't had an opportunity to populate the forms but they seem to be very easy to do. The sample deed serves very well. Ordering the forms were very easy, I was impressed with the ease of doing so.

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Yosvany D.

May 21st, 2022

Very easy and fast service for legal forms.

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Jayar L.

May 23rd, 2024

I just completed my first deed filing and I’m very happy with the experience. The deeds staff was extremely supportive and helpful in guiding me through the learning curve of being my first filing without legal assistance. They saved me a ton in legal fees.

Reply from Staff

Thank you for the kind words Jayar. Glad we were able to help.