Living Trust · Deed Recording

Affidavit of Death of Trustee

When a trustee passes away, the property in their trust can’t be sold, refinanced, or transferred until the county record is updated. We prepare your affidavit and e-record it the same day, at a flat $275.

Same day
E-recorded in all 58 California counties
Flat $275
Published fee, no hourly billing
LDA #268
Registered & bonded in Santa Clara County
Legal document assistant reviewing a living trust with a senior couple in San Jose
Recorded for you
Prepared, notarized, and e-filed
What it is

An Affidavit of Death of Trustee is a document recorded with the county when the trustee of a living trust passes away. It confirms the death, identifies the successor trustee named in the trust, and updates the public record so the successor can manage, sell, or transfer the trust’s real property. TruPoint Legal prepares the affidavit, attaches the certified death certificate, and e-records it the same day in any of California’s 58 counties — for a flat $275 plus recording costs, with no attorney retainer.

Adult daughter caring for her senior mother who uses a walker at home
Why it matters

Until it’s recorded, the trust’s property is frozen

A living trust avoids probate only when the public record reflects who holds authority now. After a trustee dies, title still shows their name — so the successor trustee cannot act, and everything tied to the property stalls.

  • A sale or refinance can’t close with clouded title.
  • Beneficiaries wait, and carrying costs keep adding up.
  • Recording the affidavit clears the path, no court needed.

Recording the affidavit is the step that keeps the trust working as it was meant to — quietly, and without probate.

How it works

Three steps, and the record is set right

1

We confirm the successor

We review your trust to identify the successor trustee who is authorized to act now that the original trustee has passed.

2

We prepare the affidavit

We draft the Affidavit of Death of Trustee, attach the certified death certificate, and arrange notarization.

3

We e-record it for you

We submit it to the county the same day through electronic recording, then send you the recorded copy for your files.

Signing a power of attorney and trust documents with a legal document assistant
What you’ll need

A short list, and we handle the rest

  • A certified copy of the trustee’s death certificate.
  • The trust document, or the pages naming the successor trustee.
  • The property address — we can locate the legal description for you.

Often a death of trustee comes alongside other paperwork. We can prepare those documents too, all in one place:

Who prepares it

Every affidavit is prepared and reviewed by Quinnie Do, a registered and bonded Legal Document Assistant, #268 in Santa Clara County — with service in English and Vietnamese, and Spanish through an on-staff partner.

Need it notarized?

An Affidavit of Death of Trustee must be notarized before recording. Our affiliate Fingerscan Digital handles mobile and in-office notary, so signing and recording can happen together.

Fingerscan notary
Senior couple embracing, at peace after settling their family living trust
Peace of mind

One less thing to carry during a hard time

Losing someone is heavy enough without untangling paperwork. We keep this step simple and respectful — clear flat pricing, plain answers, and the recording handled for you, so you can focus on family.

If the trust holds more than one property, or you’re also stepping in as successor on other accounts, we’ll walk you through what comes next, at your pace.

Talk with us
Flat-fee pricing

Know the price before we begin

Affidavit preparation
$275 flat

Includes drafting the Affidavit of Death of Trustee and attaching the certified death certificate, with documentary transfer tax included. We confirm everything at your free consultation before any work begins.

Optional add-ons
Same-day e-recording$50
Notary, per signature$15
Title report$30
BOE$100
Homestead$15
Documentary transfer taxIncluded

County recording fees are collected at intake and remitted to the county on your behalf. The fees shown are TruPoint Legal’s preparation fees only.

Common questions

Affidavit of Death of Trustee, answered plainly

What is an Affidavit of Death of Trustee?
It’s a document recorded with the county that confirms a trustee has died and identifies the successor trustee named in the living trust. Recording it updates the public record so the successor can manage, sell, or transfer the trust’s real property.
When do I need to record one?
Whenever a trustee who held real property in a living trust passes away and a successor needs to act — for example, to sell the home, refinance, or distribute it to beneficiaries. Recording clears the way for any of those steps.
What documents do you need from me?
A certified copy of the death certificate, the trust document (or the pages naming the successor trustee), and the property address. If you don’t have the legal description, we can locate it for you.
How much does it cost?
Preparation is a flat $275, with documentary transfer tax included. Optional add-ons such as same-day e-recording ($50) or notary ($15 per signature) are listed upfront, and county recording fees are collected at intake and remitted on your behalf.
How long does it take, and can you record it the same day?
Once we have your documents, the affidavit is usually prepared quickly, and we can e-record it the same day in any of California’s 58 counties. You’ll receive the recorded copy back for your records.
Does recording this affidavit mean I avoid probate?
For real property already held in the living trust, recording the affidavit is what keeps it out of probate by passing authority to the successor trustee. If property was never placed in the trust, a different process may apply, and we can explain your options.
Who signs the affidavit?
The successor trustee signs it in front of a notary, declaring the original trustee’s death and their authority to act. We prepare it for that signing and arrange notarization through our affiliate if you need it.
Can you handle property in any California county?
Yes. We electronically record in all 58 California counties, so it doesn’t matter where the property sits — you don’t need to travel to a recorder’s office or mail anything yourself.
Ready when you are

Let’s get the record set right

Call or get started online, and we’ll tell you exactly what’s needed and the flat fee before any work begins.