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

Monterey County 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

Monterey County 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

Monterey County 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

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.

4.8 out of 5 - ( 4434 Reviews )

James S.

November 21st, 2024

Forms used, created quitclaim deed that the county accepted without a second look (turns out they see deeds.com forms regularly via erecording and in person). Will be back for any real estate related forms I need and they carry. Will always be my first stop. Also, will use erecording next time, mad I didn't see it this time.

Reply from Staff

Thanks for the kind words James, glad we could help. Look forward to seeing you again.

Thomas G.

November 21st, 2024

Wasn’t what I expected

Reply from Staff

Sorry to hear that your expectations were missed. Your order has been canceled. We do hope that you find something more suitable to your expectations elsewhere. Do keep in mind that purchasing legal forms should not be an exploratory endeavor.

Jimmy P.

November 20th, 2024

They sent me everything I would need to do this. Easy purchase -Easy download. Great!! I'll be back here for all my document needs.

Reply from Staff

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Kimberly S.

November 19th, 2019

It's so easy to use. Well worth the price. Thank you.

Reply from Staff

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Connie L.

January 20th, 2024

Ordered a Quitclaim deed and worked perfectly at Register of Deed office. Liked the instructions and copy of one example filled out made it so much easier to understand. One price is great as most of other companies wanted a membership to join. Will use Deeds.com again if I ever need different forms. Thanks!!!

Reply from Staff

We are grateful for your feedback and looking forward to serving you again. Thank you!

Lisa P.

March 17th, 2021

Wonderful forms. It's nice that they were formatted perfectly for my county, it's real easy to miss a requirement (margines, font size, and so on) and end up with a rejection or higher recording fee. Good job folks!

Reply from Staff

Thank you!

David C.

April 21st, 2021

This has been a lifesaver for me. Exactly what I needed. Forma are easy to fill in. Thank you for offering this instead of going thru a lawyer. faster and no wait time.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Janet M.

May 4th, 2021

Was fairly easy to complete but my situation wasn't covered so I had to make a call to get help. Will see if it gets filed successfully.

Reply from Staff

Thank you!

Alex Q.

January 25th, 2022

10 STARS! Deeds.com never fails! Thank you so much!

Reply from Staff

Thank you!

Blanche S.

March 25th, 2022

Thank you I hope I've done it all right!!

Reply from Staff

Thank you!

Elizabeth N.

April 3rd, 2019

I love how easy it is to understand and complete.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Renu A.

September 30th, 2020

The service was very reliable and they even helped with filling out the paperwork properly. Very quick turn around and efficient!

Reply from Staff

Thank you!

Narcedalia G.

December 4th, 2023

Easy to use quick responses with accurate information and great customer service. No need to say more!

Reply from Staff

Your feedback is greatly appreciated. Thank you for taking the time to share your experience!

Pamela B.

June 18th, 2023

Very easy to use. Time will tell if I have any issues getting it recorded. Beats using an attorney who won't return calls and emails like I used before. I like the form plus instructions and an example of the completed form.

Reply from Staff

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Kristi T.

October 16th, 2020

This was so very easy and fast! Well worth the small fee. I will use this again if I have a need.

Thank you!

Reply from Staff

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