Transfer of Deeds & Titles
Ensure your property’s deed and title are accurate, current, and properly titled to minimize potential capital gains tax. Our expert team provides clear, reliable assistance to update your documents, safeguarding your ownership and offering peace of mind with tailored, seamless solutions.
✅ Transferring your property into your Living Trust
Key benefits of transferring your property into your Living Trust include:
Avoid Probate: Ensure your California property passes directly to your heirs without court involvement.
Clarify Ownership: Prevent disputes by clearly documenting who inherits your real estate.
Protect Your Legacy: Secure your home or investment properties for future generations.
Minimize Taxes: Structure transfers to take advantage of California’s property tax reassessment exemptions, such as parent-child transfers under Proposition 19.
California-Specific Considerations for Title and Deed Transfers: California has unique laws and requirements for transferring property titles and deeds, making expert guidance essential. Key aspects include:
Living Trusts: In California, transferring property into a revocable living trust is a common way to avoid probate. The property’s title must be retitled in the name of the trust (e.g., “Jane Doe, Trustee of the Doe Family Trust”), and a deed must be recorded with the county recorder’s office, such as the San Diego County Recorder.
Types of Deeds: California uses several deed types for transfers, including grant deeds (most common for trust transfers), quitclaim deeds (for gifting or spousal transfers), and transfer-on-death (TOD) deeds. Each has specific legal and tax implications.
Proposition 19 (2021): California’s Proposition 19 affects property tax reassessments for transfers between parents and children or to trusts. For example, homes transferred to children after February 16, 2021, may face reassessment unless the child uses the property as their primary residence, with exemptions up to $1 million in assessed value. Proper planning can maximize these tax benefits.
Take the First Step Today: Don’t let California’s complex probate and property laws jeopardize your legacy. Proper property transfers ensures your home or other properties are protected for your heirs. Contact me today to schedule a consultation.
Need a deed done for another state? Don’t worry, I can usually help with that as well. (Deed service is not available in the following
states: AR, NY, NC, MD, LA, OH, AL, NJ, SC, NC, VA, & District of Columbia.
Why Change Your Deed?
Transfer Your Home into a Trust
Change Your Title after a Divorce
Change Tenancy for Tax Advantages
Did you know: When a co-trustee of a living trust passes away, the county still needs an affidavit of death filed within the first year to avoid potential reassessment?
