San Mateo County Transfer on Death Deed Form

San Mateo County Transfer on Death Deed Form
Fill in the blank form formatted to comply with all recording and content requirements.

San Mateo County Transfer on Death Deed Guide
Line by line guide explaining every blank on the form.

San Mateo County Completed Example of the Transfer on Death Deed Document
Example of a properly completed form for reference.

San Mateo County Notice of Revocable Transfer on Death Deed
Provide this form to your beneficiary(s).
All 4 documents above included • One-time purchase • No recurring fees
Immediate Download • Secure Checkout
Additional California and San Mateo County documents included at no extra charge:
Where to Record Your Documents
San Mateo County Recorder
Redwood City, California 94063-1665
Hours: Monday through Friday 8:00am to 5:00pm
Phone: (650) 363-4500
Recording Tips for San Mateo County:
- Ask if they accept credit cards - many offices are cash/check only
- Verify all names are spelled correctly before recording
- Ask about their eRecording option for future transactions
- Check margin requirements - usually 1-2 inches at top
Cities and Jurisdictions in San Mateo County
Properties in any of these areas use San Mateo County forms:
- 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
Hours, fees, requirements, and more for San Mateo County
How do I get my forms?
Forms are available for immediate download after payment. The San Mateo 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 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.
Can I reuse these forms?
Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in San Mateo 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 Mateo County?
Recording fees in San Mateo County vary. Contact the recorder's office at (650) 363-4500 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 San Mateo 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 Mateo County.
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 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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