Trust Transfer Deed - California

California · Fillable PDF · Free

Move your home into your revocable living trust. You have an existing revocable living trust and are preparing a transfer of California real estate into it. Qualifying transfers generally do not incur transfer tax or reassessment; confirm your eligibility and recording requirements with your attorney and county.

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Who this form is for

  • California homeowners with an already signed revocable living trust.
  • Trustors gathering the deed and trust details for an attorney-guided transfer.
  • Owners arranging notarization before recording a trust transfer deed.

What you'll need

  • Your current deed, exact owner names, Assessor's Parcel Number and complete legal description.
  • Your signed trust's exact name and date, and the names of the trustees.
  • Acceptable photo identification for every signing owner, plus county recording and Preliminary Change of Ownership Report requirements.

How to complete it

  1. Read the instruction page and confirm that your revocable living trust already exists. Consult an attorney about the transfer and any tax or reassessment exclusions.
  2. Copy the owner names, trust information and legal description exactly from your existing documents. Review the transfer tax and recording fee exemption choices with the appropriate professional.
  3. Complete and save the PDF in your own PDF app, check your saved copy, and print. Every grantor should leave signing for the notary appointment.
  4. Follow the packet's county recording instructions, including the Preliminary Change of Ownership Report. Confirm recording fees and any lender or title insurer requirements.

Related California forms

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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