Affidavit – Death of Transferor (TOD Deed) - California

California · Fillable PDF · Free

For beneficiaries completing a TOD deed transfer after the owner dies. A named TOD deed beneficiary needs to review the affidavit and recording requirements after the transferor dies.

Download Affidavit – Death of Transferor (TOD Deed) - California PDF · 4 pages. No account required.

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Who this form is for

Beneficiaries reviewing paperwork after the death of a California TOD deed transferor.
People gathering a recorded TOD deed and certified death certificate.
Families seeking attorney guidance about heirs, notices, debts or whether a TOD deed remains effective.

What you'll need

The recorded TOD deed, beneficiary names, recording details and property's legal description.
A certified death certificate and information needed to address the packet's notice-to-heirs requirements.
Acceptable identification for the oath and notarization, plus current recorder and assessor requirements.

How to complete it

Read the full packet and obtain a certified death certificate. Consult a licensed California attorney about heirs, notice requirements and any questions about the TOD deed's effect.
Follow the packet's notice-to-heirs instructions before signing. Copy the deed, transferor, beneficiary and property details accurately.
Fill, save and check the PDF in your own PDF app, then print. Do not sign ahead of time: the notary must administer an oath or affirmation and complete the jurat.
Follow the packet's recording instructions, including attaching the certified death certificate. Confirm any assessor filings, applicable deadlines or required notices with the relevant agency or your attorney.

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These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.

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