San Mateo County Personal Representative Deed Form (California)

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

Personal Representative Deed Form

San Mateo County Personal Representative Deed Form

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

Personal Representative Deed Guide

San Mateo County Personal Representative Deed Guide

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

Completed Example of the Personal Representative Deed Document

San Mateo County Completed Example of the Personal Representative Deed Document

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

San Mateo County Recorder

555 County Center, 1st floor, Redwood City, California 94063-1665

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

Phone: (650) 363-4500

Local jurisdictions located in San Mateo County include:

  • Atherton
  • Belmont
  • Brisbane
  • Burlingame
  • Daly City
  • El Granada
  • Half Moon Bay
  • La Honda
  • Loma Mar
  • Menlo Park
  • Millbrae
  • Montara
  • Moss Beach
  • Pacifica
  • Pescadero
  • Portola Valley
  • Redwood City
  • San Bruno
  • San Carlos
  • San Francisco
  • San Gregorio
  • San Mateo
  • South San Francisco

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by California or San Mateo 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 Mateo 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 Mateo 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 Mateo 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 22nd, 2024

Easy to use.

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December 22nd, 2024

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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.

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December 12th, 2020

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November 30th, 2020

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March 6th, 2019

Found the site very easy to use. My fault I did not answer back right away. What was found is almost what I needed... Thanks.

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David O.

March 5th, 2024

I had overwhelming emotions taking my deceased wife's name off my condo, so it took me a year to steel myself to submit the form. I filed in Multnomah county, OR which also requires a cover sheet documented here: https://www.multco.us/recording/recording-requirements But, I'm totally happy with the service and quality from Deeds.com getting me what I needed to get this done.

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Estelle R.

May 25th, 2022

Easy to download. Hopefully easy to fill in. Just wish there was wording for a Beneficiary Deed for moving real estate property owned by a married couple to their Trust upon death of last Trustee.

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Bobby W.

January 3rd, 2019

The site delivered just what it promised - I needed a specific deed formatted for a specific county/state, and they delivered it at a great price. One note for improvement - it is not intuitively obvious that I could go back and re-download if necessary and this caused me stress, but a follow up email alleviated this. Great service!

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Helen M.

April 13th, 2023

All forms were exactly what I needed.
Thank you
Immediate, smoothly downloaded and printed.

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Pamela S.

January 6th, 2021

Great experience! Instructions are very clear and thorough. The completeness of the instructions really inspired confidence. Within minutes of uploading my document, I received a message that it had been prepared and submitted to the county for recording. Makes it so simple! Well worth it.

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Sharon B.

February 19th, 2021

Awesome and so easy Thanks

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Dave S.

May 1st, 2019

Easy to use and get forms I needed. Corporate need for an invoice/receipt could be a bit easier - have to print screen to get any info.

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Karen M.

September 23rd, 2021

I'm not too bright. Ordered one thing when I wanted something else. Deeds staff fixed it for me.

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