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Affidavits of Death Questionnaire

Please complete the form to the best of your knowledge and leave any unknown fields blank.

Property Information

Decedent Information

Please enter the full name exactly as it appears on the death certificate

Type of Affidavit of Death

Surviving Spouse

Living Trust

If you need to make a distribution as a result of a trustor/trustee's death, you will also need to prepare a deed transfer to distribute the property to the beneficiaries. An "Affidavit of Death of Trustee" only documents the death (1st Step) and a "Deed Transfer" (2nd Step) will distribute the property ownership to the beneficiary.

If you select "Yes" a Deed Transfer will be added to your order. Additional fees will apply.

Surviving Joint Tenant(s)

When property is held as "Joint Tenants," the decedents ownership will automatically transfer to the surviving joint tenant(s) by right of survivorship. The joint tenant(s) who are still alive will equally inherit the decedent's ownership. Please list all surviving joint tenant(s):

(i.e. I am the daughter)

Mailing Address

Once the transfer is complete, where would you like the filed documents and future property tax bills mailed to?:

Property Usage

Beneficiaries' Information

If a "Transfer on Death Deed" or "Beneficiary Deed" was executed prior to the property owner's death, then the real estate will automatically transfer to the beneficiaries at the owner's death. The "Affidavit of Death of a Grantor" documents the owner's death and implicitly transfers the ownership to the beneficiaries.

Please provide the Filing Date and Filing Number of the "Transfer on Death Deed" or "Beneficiary Deed" that was filed with the County Recorder:

Provide the filing date that the County Recorder issued for your "Transfer on Death Deed" or "Beneficiary Deed." If you are unsure of the filing date, please leave this field blank. Upon the submission of your order, a representative will contact you for more information
Provide the filing number that the County Recorder issued for your "Transfer on Death Deed" or "Beneficiary Deed." If you are unsure of the filing number, please leave this field blank. Upon the submission of your order, a representative will contact you for more information

Please fully explain how the property will be distributed among the beneficiaries pursuant to the "Transfer on Death Deed" or "Beneficiary Deed". Be sure to indicate the full legal name, marital status, percentage of ownership, and relationship of all parties involved.

Example: Pursuant to the death of John Doe (father), the beneficiaries of the living trust are Robert Doe (a married man & son of John) as to a 25% ownership and Margaret Doe (a single woman & daughter of John) as to a 75% ownership.

Once the transfer is complete, where would you like the filed documents and future property tax bills mailed to?

Type of Service

Complete Package

Basic Package

Title research to confirm the property's "legal description"
Preparation of your documents plus a thorough review for errors
Expedited Filing Service
Base Filing Fees*
A second review for post-signing errors
Affidavits of Death Package Price $320.00 $260.00
Deed Transfer Package Price (Add-On) $320.00 $260.00
TOTAL $320.00 $260.00

Special Note

Effective January 1, 2018, the California Senate passed Senate Bill 2 which adds an additional $75.00 filing fee for each real estate related document filed. This fee is levied per property, per document title. Once we complete the title research, our team will notify you if there are any additional fees due. You will have an opportunity to cancel if you decide not to proceed. Most of the time, there are no additional fees due.

Certified Copy of Filing

A certified copy is an "official copy" issued by the government agency. The certified copy has a special stamp which certifies your filed documents as a "true and correct copy." We recommend that you purchase a certified copy for your own records.

There is an additional $35.00 fee for each certified copy. It is not required, but we recommend that you purchase one for your own records.

Contact Information

Delivery Method

EMAIL - After the preparation of your documents, we will email you the document in a PDF format. This is the fastest and most economical way to receive your legal documents.

USPS First Class Mail - After the preparation of your documents, we will mail the package to you by USPS First Class mail. This method is ideal for individuals who do not have a printer and prefer to have their documents physically mailed.

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Order Summary

Description Price
Subtotal:
Tax:
Delivery:
Total:

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Your Affidavit of Death has been submitted and your payment has been processed. Thank you!

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