Monterey County Personal Representative Deed Form (California)
All Monterey County specific forms and documents listed below are included in your immediate download package:
Personal Representative Deed Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included Monterey County compliant document last validated/updated 4/26/2024
Personal Representative Deed Guide
Line by line guide explaining every blank on the form.
Included Monterey County compliant document last validated/updated 9/10/2024
Completed Example of the Personal Representative Deed Document
Example of a properly completed form for reference.
Included Monterey County compliant document last validated/updated 10/11/2024
The following California and Monterey County supplemental forms are included as a courtesy with your order:
When using these Personal Representative Deed forms, the subject real estate must be physically located in Monterey County. The executed documents should then be recorded in the following office:
Assessor/Recorder/County Clerk
168 West Alisal St, 1st floor / PO Box 29, Salinas, California 93902-0570
Hours: Mon-Fri 8:00 am to 5:00 pm / Recording until 4:00 pm
Phone: (831) 755-5041 or toll free from peninsula (831) 647-77
Local jurisdictions located in Monterey County include:
- Aromas
- Big Sur
- Bradley
- Carmel
- Carmel By The Sea
- Carmel Valley
- Castroville
- Chualar
- Gonzales
- Greenfield
- Jolon
- King City
- Lockwood
- Marina
- Monterey
- Moss Landing
- Pacific Grove
- Pebble Beach
- Salinas
- San Ardo
- San Lucas
- Seaside
- Soledad
- Spreckels
How long does it take to get my forms?
Forms are available immediately after submitting payment.
How do I get my forms, are they emailed?
Immediately after you submit payment, the Monterey County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.
What does "validated/updated" mean?
This indicates the most recent date when at least one of the following occurred:
- Updated: The document was updated or changed to remain compliant.
- Validated: The document was examined by an attorney or staff, or it was successfully recorded in Monterey County using our eRecording service.
Are these forms guaranteed to be recordable in Monterey County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Monterey County including margin requirements, content requirements, font and font size requirements.
Can the Personal Representative Deed forms be re-used?
Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Monterey County that you need to transfer you would only need to order our forms once for all of your properties in Monterey County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by California or Monterey County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
What type of files are the forms?
All of our Monterey County Personal Representative Deed forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
Do I need any special software to use these forms?
You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
Do I have to enter all of my property information online?
No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
Can I save the completed form, email it to someone?
Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
Are there any recurring fees involved?
No. Nothing to cancel, no memberships, no recurring fees.
Personal representative's deeds are used to transfer real property from both testate (with a will) and intestate (without a will) estates. These documents provide essential information about the specific probate estate and related property transfer in one document.
When a person dies, the probate court authorizes someone to take responsibility for distributing the remaining assets according to the instructions set out in the decedent's will (if one exists), while also following state and local laws. This person is often known as an executor or an administrator of the estate. California, however, identifies the individual who accepts that fiduciary duty as a personal representative (PR).
One common task involves transferring title on the decedent's real estate. Deeds used for this purpose must meet the same state and local requirements as warranty or quitclaim deeds. They also include other details, such as facts about the deceased property owner, the probate case, and anything else deemed necessary by the situation. In addition, the PR must file a PCOR with the county assessor's office when recording the completed deed.
Note that these deeds may need to be recorded with the probate court as well as the county recording office. Consult with the legal professional involved in managing the specific probate case to ensure that all recording and notice requirements are met.
See California Probate Code, Division 7. Administration of Estates of Decedents for more information. Remember that each case is unique, so contact an attorney with specific questions or for complex circumstances.
(California Personal Representative Deed Package includes form, guidelines, and completed example)
Our Promise
The documents you receive here will meet, or exceed, the Monterey County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
Save Time and Money
Get your Monterey County Personal Representative Deed form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.
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December 20th, 2024
The release of mortgage form was OK, and accepted at the recorder's office, but there were some problems. Many of the fields to type in were too small to accept the data, and I could not find a way to change the field size or use a smaller font. Otherwise I was satisfied.
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February 23rd, 2019
If I hadn't spent my career as an escrow officer (albeit in another state), I may have had a hard time figuring out exactly which deed I needed and how to prepare them, even with the back-up informational, how-to pdf documents, without an attorney. My experience speaks to how much the general public doesn't understand and how confusing it can be. Nonetheless, the access to so many documents at a fairly reasonable cost, the basic how-to docs made available along with the purchased doc makes all the difference. I appreciate having such things available to the public. Many thanks.
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February 1st, 2019
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