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.

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November 20th, 2024

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August 16th, 2021

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November 8th, 2021

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December 26th, 2020

Very easy to navigate, download,and print forms!

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Maurice B.

April 18th, 2019

The program fields should allow the customer to change font size and allow additional space for information to be place on the Deed.
Not Bad, still needs improvement.

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July 1st, 2021

Getting the forms and paying the fee was very simple and easy to follow. Now we"ll see how it goes actually filling out the forms that are needed and correctly.

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March 6th, 2019

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January 4th, 2019

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December 24th, 2021

As always, amazing forms and information. A must have for anyone doing it themselves. Everything is available to make it happen but if you need a lot of hand holding you might want to look into a more full service option.

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August 10th, 2019

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November 13th, 2020

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April 29th, 2021

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