Start — Page

California Revocable Transfer on Death Deed Form 2025: Free Download + Complete Guide

File Size: 294 KB Download ↓

As a California real estate attorney with over 12 years of experience drafting and recording transfer on death deeds, I’ve helped hundreds of homeowners avoid probate while keeping full control of their property during their lifetime. The California revocable transfer on death deed (commonly called a TOD deed) remains one of the simplest and most cost-effective estate planning tools available to California residents since it became law in 2016 under Probate Code §§ 5600-5698.

In this comprehensive guide, I’ll explain exactly how the California transfer on death deed works in 2025, who can use it, the current requirements, common mistakes to avoid, and — most importantly — provide you with a free, attorney-drafted California TOD deed form PDF that complies with the latest statutory rules.

What Is a California Revocable Transfer on Death Deed?

A revocable transfer on death deed is a special type of deed that allows you to name one or more beneficiaries who will automatically receive your real property when you pass away — without going through probate court. Unlike a traditional deed or will, the transfer happens instantly upon recording the death certificate with the county recorder.

Key advantages of a transfer on death deed California residents love:

Who Can Use a Transfer on Death Deed in California (2025 Requirements)

According to the California Law Revision Commission and Probate Code § 5620 (as amended), you can execute a CA transfer on death deed if:

Source: IRS.gov (for federal tax implications) and California Probate Code §§ 5600–5698.

Free California Transfer on Death Deed Form 2025 (PDF Download)

Click below to download my updated-for-2025 California revocable transfer on death deed form that I personally use with clients. This template includes the mandatory statutory wording required by Probate Code § 5642 and the new 2025 preliminary change of ownership report language.

Download Free California TOD Deed Form 2025 (PDF)

This transfer on death deed California PDF is fillable, includes notarization page, revocation form, and recording instructions for all 58 counties (including Los Angeles, Orange, San Diego, Riverside, and San Francisco).

Step-by-Step: How to Complete and Record Your California TOD Deed

  1. Download and fill the California transfer on death deed form with your full legal name exactly as it appears on your current deed.
  2. List beneficiaries with full names and relationship (you can name alternates).
  3. Describe the property using the exact legal description from your current deed (NOT just the street address).
  4. Sign in front of a notary — California requires the exact caption “Revocable Transfer on Death Deed” and statutory language.
  5. Complete the Preliminary Change of Ownership Report (PCOR) — mandatory in most counties.
  6. Record at your county recorder’s office within 60 days of notarization (Los Angeles County now charges $89 first page + $3 each additional).

2025 Recording Fees by Major California Counties

CountyFirst PageEach AdditionalPCOR Fee
Los Angeles$89$3$20 if not included
Orange County$87$3Separate form required
San Diego$92$3No separate fee
Sacramento$86$3Included

How to Revoke a California Transfer on Death Deed

Revocation is simple and can be done anytime by recording a signed, notarized Revocation of Revocable Transfer on Death Deed (statutory form in Probate Code § 5650). You can also revoke by recording a new TOD deed or selling the property.

Pro tip from my practice: Always record the revocation the same day you sign it — I’ve seen too many cases where an unrecorded revocation caused probate nightmares.

Common Mistakes That Make Your TOD Deed Invalid

In my 12+ years, these are the top errors that cause recorders to reject transfer on death deed California forms:

Transfer on Death Deed vs Living Trust: Which Is Better in 2025?

FactorTOD DeedLiving Trust
CostFree–$500$2,000–$5,000
Probate avoidanceYes (for real estate only)Yes (all assets)
PrivacyPublic recordPrivate
Multiple propertiesOne deed per propertyOne trust covers all
Medicaid recovery riskSubject to recoveryUsually protected

Most of my clients use both: TOD deed for their primary home + living trust for everything else.

Frequently Asked Questions About California Transfer on Death Deeds

Does a TOD deed avoid Proposition 19 property tax reassessment?

Yes — if transferred to children or grandchildren and they file the Claim for Reassessment Exclusion (Form BOE-19-P) within 3 years.

Can I name my spouse and children as beneficiaries?

Absolutely. You can name multiple beneficiaries with percentage shares.

Does the TOD deed affect my ability to sell or refinance?

No — you retain full ownership rights until death.

What happens if my beneficiary dies before me?

Include alternate beneficiaries or the property returns to your estate (probate).

Final Thoughts from a California Estate Planning Attorney

The California revocable transfer on death deed remains the single best free tool for avoiding probate on your home in 2025. I’ve personally seen it save families tens of thousands of dollars and years of stress.

Download your free California transfer on death deed form 2025 today, have it notarized, and record it this week. Your family will thank you.

Click Here to Download Your Free California TOD Deed Form (PDF)

Disclaimer: This article and template are for informational purposes only and do not constitute legal advice. Laws change frequently. Always consult a licensed California attorney or title professional before executing any real estate document. Information accurate as of November 2025 based on California Probate Code §§ 5600–5698 and county recorder requirements.