San Diego County Personal Representative Deed Form (California)

All San Diego County specific forms and documents listed below are included in your immediate download package:

Personal Representative Deed Form

San Diego County Personal Representative Deed Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included San Diego County compliant document last validated/updated 4/26/2024

Personal Representative Deed Guide

San Diego County Personal Representative Deed Guide

Line by line guide explaining every blank on the form.
Included San Diego County compliant document last validated/updated 9/10/2024

Completed Example of the Personal Representative Deed Document

San Diego County Completed Example of the Personal Representative Deed Document

Example of a properly completed form for reference.
Included San Diego 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 San Diego County. The executed documents should then be recorded in one of the following offices:

San Diego Clerk/Recorder Main Office

County Administration Center - 1600 Pacific Highway, Suite 260, San Diego, California 92101

Hours: Monday to Friday 8:00am - 5:00pm

Phone: (619) 236-3771, 238-8158; (760) 630-1219 North County

Mail to: San Diego Assessor/Recorder/Clerk

P.O. Box 121750, San Diego, California 92112-1750

Hours: N/A

Phone: mailing address

El Cajon Branch Office

200 S Magnolia Ave, El Cajon, California 92020

Hours: Monday through Friday 8:00am - 5:00pm

Phone: (619) 238-8158 or (619) 236-3771 Assessor

San Marcos Branch Office

141 E Carmel St, San Marcos, California 92078

Hours: Monday through Friday 8:00am - 5:00pm

Phone: (619) 238-8158 or (760) 630-1219 North County

Chula Vista Branch Office

590 3rd Ave., Chula Vista, California 91910

Hours: 8:00 a.m. to 5:00 p.m., Monday through Friday, except holidays.

Phone: (619) 238-8158

Local jurisdictions located in San Diego County include:

  • Alpine
  • Bonita
  • Bonsall
  • Borrego Springs
  • Boulevard
  • Camp Pendleton
  • Campo
  • Cardiff By The Sea
  • Carlsbad
  • Chula Vista
  • Coronado
  • Del Mar
  • Descanso
  • Dulzura
  • El Cajon
  • Encinitas
  • Escondido
  • Fallbrook
  • Guatay
  • Imperial Beach
  • Jacumba
  • Jamul
  • Julian
  • La Jolla
  • La Mesa
  • Lakeside
  • Lemon Grove
  • Lincoln Acres
  • Mount Laguna
  • National City
  • Oceanside
  • Pala
  • Palomar Mountain
  • Pauma Valley
  • Pine Valley
  • Potrero
  • Poway
  • Ramona
  • Ranchita
  • Rancho Santa Fe
  • San Diego
  • San Luis Rey
  • San Marcos
  • San Ysidro
  • Santa Ysabel
  • Santee
  • Solana Beach
  • Spring Valley
  • Tecate
  • Valley Center
  • Vista
  • Warner Springs

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 San Diego 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 San Diego County using our eRecording service.
Are these forms guaranteed to be recordable in San Diego County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Diego 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 San Diego County that you need to transfer you would only need to order our forms once for all of your properties in San Diego County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by California or San Diego 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 San Diego 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 San Diego 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 San Diego 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 - ( 4445 Reviews )

Dennis F.

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.

Reply from Staff

Your feedback is a crucial part of our dedication to ongoing improvement. Thank you for your insightful comments.

Frazer W.

December 19th, 2024

Deeds.com does a great job getting our legal documents filed with the D.C. Recorder of Deeds.rnrnFrazer Walton, Jr.rnLaw Office of Frazer Walton, Jr.

Reply from Staff

Your appreciative words mean the world to us. Thank you.

Ann D.

December 16th, 2024

I found what my lawyer recommended and was able to download it easily.

Reply from Staff

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

John C.

April 14th, 2019

Excellent find (Deeds.com) from a google search, first hit. This was exactly what we were looking for. It also got me to upgrade Adobe to be able to fill in the forms.
Will be back for follow up as needed, but I think I got everything we needed in the first downloads. Appreciate a well done site like yours. Thanks John

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Robert B.

June 22nd, 2021

This suited my purposes just fine. Instructions were clear and easy to follow. But,I would like to have had the ability to delete the many extra spaces on the final document ... for readability purposes.

Reply from Staff

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

Ira S.

June 8th, 2022

Hi,
1. I need a password to be able to copy and paste from the deed.

2. It would be more convenient if all documents could be downloaded together.

Ira

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Annette L.

August 25th, 2024

Excellent customer service and value!

Reply from Staff

Thank you for your positive words! We’re thrilled to hear about your experience.

Jay G.

June 14th, 2019

Impressed by their expeditious response to my request which was facilitated by their fabulous software.

Reply from Staff

Thank you!

Cathern S.

January 23rd, 2020

Thanks much for your good help. Was a pleasure to use your help and was simple to use. Thanks much.

Reply from Staff

Thank you!

Earline S.

December 24th, 2018

Total package. Very prompt with complete instructions & example to complete forms. If you don't want to hire a lawyer, this is pretty simple & will bypass probate.

Reply from Staff

Thank you, we really appreciate your feedback.

Thomas B.

May 29th, 2020

My deeds were filed with Pinellas County Florida with a simple process and with no problems. 5 star for sure.

Reply from Staff

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

janice m.

November 9th, 2022

was great!

Reply from Staff

Thank you!

Darrell G.

October 14th, 2022

Very easy to work with.

Reply from Staff

Thank you!

lee s.

March 21st, 2019

Over all quality of document was good. The issue I had was where it states claimant did not have a contract with the owner or their agent. I did have a contract with their agent, and there was no option for both. So had improvise.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Phyllis R Q.

January 26th, 2022

So far so good, I did not know the convenience I would have from my seat to file a legal document! Awesome Service!

Reply from Staff

Thank you!