Free California Transfer on Death Deed Form

A California transfer on death deed is a deed that lets a property owner name beneficiaries to receive residential property directly when the owner dies. The beneficiary takes the property without probate, and the owner can revoke the deed at any time before death.[1.2] Fill in the FormsPal template with our online builder, then sign it, have it notarized and record it.

Last Updated: October 2026. This guide is reviewed and updated regularly to reflect current California law. If you notice an error or outdated information, please contact us.

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California Transfer on Death Deed Laws and Requirements

California law lets a property owner use a revocable transfer on death deed to name beneficiaries who receive residential property when the owner dies.[1.2] The rules come from the California Probate Code, which sets out the statutory form of the deed in sections 5642 and 5644.[1.1] On the FormsPal template the owner is called the grantor.

Laws

A transfer on death deed has no effect until the owner dies. The statutory form says the deed can only transfer residential property. It also asks you to fill in only what the form requires and to add no other instructions or conditions.[1.1]

If your property is in another state, start from our transfer-on-death deed forms page and pick that state. Other kinds of deeds are listed in our deed forms guide.

Signing and Witnesses

To be valid, the deed must be signed by 2 persons, both present at the same time, who witness your signing of the deed or your acknowledgment that it is your deed. The signatures of the witnesses do not need to be notarized.[1.2] The form says you should avoid using a beneficiary as a witness.[1.1]

A complete deed has these parts:

  • your signature and the date,
  • the signatures of 2 witnesses who are present together,
  • the notary's acknowledgment of your signature, and
  • recording within 60 days after the date of notarization.[1.2]

Recording Requirements

Take the completed and notarized deed to the county recorder for the county where the property is located, and follow the recorder's instructions.[1.1]

This form must be recorded on or before 60 days after the date it is notarized or it will not be effective.

Cal. Prob. Code § 5642(a)

Revoking the Deed

You can revoke the deed at any time before death.[1.2] The statutory form lists 2 ways to revoke a recorded deed. You can record a revocation form that is witnessed and notarized, or you can record a new transfer on death deed that is witnessed and notarized. A deed cannot be revoked by a will, so changing your California will does not change the deed.[1.1]

When it is recorded, a new transfer on death deed revokes any transfer on death deed you made before signing it.[1.2]

Beneficiaries and Co-Owners

The deed transfers only your own ownership share of the property, not the share of any co-owner. A co-owner who wants to name a beneficiary must sign and record a separate deed of their own.[1.2]

When you name a beneficiary, state the person's full name and do not use general terms such as “my children.” If you name more than one beneficiary, they become co-owners in equal shares as tenants in common.[1.1]

If a beneficiary dies before you but others survive you, the share of the deceased beneficiary is divided equally between the surviving beneficiaries. If all of your beneficiaries die before you, the deed has no effect.[1.1]

After the Owner's Death

After the owner dies, the statutory form lists what the beneficiary must do:

  • record evidence of the owner's death,
  • file a change in ownership notice,
  • give notice to the owner's heirs, with a copy of the deed and the death certificate, and
  • record an affidavit that the notice was sent to the heirs.[1.1]

Deciding who counts as an heir can be complicated, so the beneficiary may want professional help with these requirements.[1.1]

How to Fill Out the California Transfer-on-death Deed

The FormsPal California transfer on death deed template has 10 parts to complete, in the order below. Fill them in with our online document builder and print the deed, then check each entry against your deed records before you sign and keep a copy with your estate planning papers.

The screenshots under each step show the FormsPal California transfer-on-death deed template filled with sample entries in blue, so you can see where each answer goes. The names, addresses, dates and amounts are examples only.

  1. Fill in 'This Deed was prepared by'. At the top left of page 1, enter the name, address and Attn line of the person or office that prepared the deed.
    California transfer-on-death deed: This Deed was prepared by, filled with sample entries
    Step 1: sample entries, not a real document.
  2. Fill in 'When recorded, return to'. Enter the name, address and Attn line where the recorded deed should be sent back.
    California transfer-on-death deed: When recorded, return to, filled with sample entries
    Step 2: sample entries, not a real document.
  3. Enter the Tax Parcel Number/Assessor Parcel Number. Write the property's tax parcel number (the assessor parcel number) on the single line under that heading.
    California transfer-on-death deed: Tax Parcel Number/Assessor Parcel Number, filled with sample entries
    Step 3: sample entries, not a real document.
  4. Complete the Transfer-on-Death Deed (Beneficiary Deed) paragraph. Enter the grantor's name and address, then the name and address of each beneficiary, then the county and state where the property is located. Name the persons or entities who will receive the property on your death.
    California transfer-on-death deed: (BENEFICIARY DEED), filled with sample entries
    Step 4: sample entries, not a real document.
  5. Enter the date next to DATED. On page 3, write the date in the DATED line, with the month, day and year.
    California transfer-on-death deed: Transfer on death deed ca.24.dated, Transfer on death deed ca.25.blank and more, filled with sample entries
    Step 5: sample entries, not a real document.
  6. Sign as Grantor. Sign on the 'By' line under 'Grantor' and print your name on the 'Name' line. Sign in front of the notary and the 2 witnesses.
    California transfer-on-death deed: Grantor, filled with sample entries
    Step 6: sample entries, not a real document.
  7. Complete the notary acknowledgment. In the acknowledgment block on page 3, enter the state, the county, the date and the name of the person who signed as Grantor.
    California transfer-on-death deed: Transfer on death deed ca.29.state of, Transfer on death deed ca.30.county and more, filled with sample entries
    Step 7: sample entries, not a real document.
  8. Add the notary's signature and 'My commission expires'. The notary signs above 'Notary Public' and enters the date under 'My commission expires'.
    California transfer-on-death deed: My commission expires, filled with sample entries
    Step 8: sample entries, not a real document.
  9. Complete Exhibit A. On page 4, repeat the tax parcel number, then write the property's legal description under the 'Legal Description:' heading. The legal description may be on the deed you received when you became an owner of the property, or you can ask the county recorder.[1.1]
    California transfer-on-death deed: Transfer on death deed ca.37.tax parcel number, filled with sample entries
    Step 9: sample entries, not a real document.
  10. Add the witnesses. On page 5, each of the 2 witnesses prints a name and signs on their own lines.[1.2]
    California transfer-on-death deed: Transfer on death deed execution ca blocks.1.witness 1 print name, Transfer on death deed execution ca blocks.2.witness 1 signature and more, filled with sample entries
    Step 10: sample entries, not a real document.

How to Sign and Record the California Transfer-on-death Deed

The FormsPal template is built for signing in front of 2 witnesses and a notary public. Once the deed is complete and notarized, record it with the county recorder on or before 60 days after the notarization date.[1.2] The steps below cover signing, copies and recording.

  1. Sign and date the deed with both witnesses present at the same time, then have the notary complete the acknowledgment on page 3. Our California notary acknowledgment page has more on that step.
  2. It helps to make at least one extra copy of the signed and notarized deed for your records.
  3. Take the original deed to the county recorder for the county where the property is located and follow the recorder's instructions.[1.1]
  4. Keep the recorded copy with your other estate planning papers.

Frequently Asked Questions

A common question about a California transfer on death deed is what happens to the property at the owner's death, and the answer comes from the statutory form in the Probate Code. For questions about your own property, ask a California attorney.

Does a transfer on death deed in California transfer property to the beneficiary at the owner's death?

Yes. The owner transfers all of the owner's interest in the described property to the named beneficiary on the owner's death.[1.2] The identified property goes to the named beneficiary without probate, and the deed has no effect until the owner dies.[1.1]

General information, not legal or tax advice.

Sources

  1. California Legislative Information. California Probate Code § 5642.
    • 1.1 § 5642
    • 1.2 § 5642(a)
Published: Apr 27, 2022
Mara Erlach
Mara Erlach
Writer & Attorney
Mara has been practicing estate planning and trust law in California since 2003, taking pride in helping clients of all backgrounds and asset profiles form a complete and customized estate plan. Her specialties are: estate planning, wills and trusts, trust and probate administration.