For use only when transferring property our of a Living Trust back to yourself. Please click here and complete the Real Estate Transfer Request if you are really transferring property to someone else.
This form and your answers are used by Guideway to prepare the requested legal forms. Please use the information found in this form and, if applicable, in the appropriate overview on the subject or your own knowledge or independent research when deciding how to proceed in your legal matter. If you need additional resources, please do not hesitate to ask your representative for help in finding them.
Please complete this form carefully. If an answer is left blank, we will assume the intended answer is “none” or “N/A”.
This form will result in a Trust Transfer Deed deed which will transfer your real property from a living trust back to the individual Settlors who created it.
Exclusions for transfer tax and reassessment:
• Revenue and Taxation Code section 11930 will be referenced on your deed in order to avoid the assessment of a transfer tax.
• Revenue and Taxation Code section 62(d) will be referenced on your deed in order to avoid reappraisal of the property for property tax purposes.
As of January 1, 2018, California is imposing a $75 tax on recording documents relating to real property. There are a few exemptions, including a transfer to an owner-occupied residence. Your Guideway associate can tell you if your document(s) is(are) subject to the tax. Since we must pay the tax at the time of recording, we will be collecting it in addition to our fee.
By submitting this form, I acknowledge that I understand that the person who helped me is not an attorney and I did not receive any legal advice in the selection or preparation of my forms.