San Diego Deed Transfer,
Keep Your Prop 13 Base

Sign a new document transferring title to yourself as trustee. We prepare it for $325 flat, you notarize, we e-submit to the county. Stamped copy emailed within 1 business day.

Sometimes. Prop 19 caps the parent-child exclusion at $1,044,586 over base year value. Child must live there. BOE-19-P filed within 3 years. We prepare both.

$325 flat for any document type. County recording fees are quoted separately, never bundled.

Yes. Quinnie Do speaks Tiếng Việt natively. Asistente legal en español via our staff partner for Chula Vista, National City, El Cajon.

Yes — same-day e-recording. We prepare in San Jose, you sign with any notary in California, another state, or overseas, we submit electronically to the County Recorder. Stamped copy emailed within 1 business day.

The property loses its Prop 13 base year and is reassessed at full market value — permanently. The Prop 19 exclusion needs the right document plus BOE-19-P within 3 years.

If you’re 55+ (or severely disabled) and selling a primary residence in another CA county to buy one of equal or lesser value here, yes. BOE-60-AH must be filed within 3 years. We prepare both.

Yes — all 58 California counties. Same flat $325, same same-day e-recording, same Vietnamese and Spanish support. If your property is in Sacramento, San Francisco, Riverside, Alameda, or any other California county, we handle it remotely from San Jose. See all California deed services →

For most trust funding, no. TruPoint is a California Registered & Bonded LDA #268 (verify ↗, CALDA ↗). Complex tax situations should still see an attorney.

Yes, and it is a common reason people call. Rejections come from a short list: the legal description was copied from the tax bill instead of the recorded deed, the notary acknowledgment was incomplete or on the wrong form, the Preliminary Change of Ownership Report was not attached, or the margins failed the recorder’s format rules. The one we see most is the documentary transfer tax declared as zero with no exemption basis stated — San Diego requires a signed statement identifying why the transfer is exempt under Revenue & Taxation Code section 11933, and a blank or generic recital gets the deed returned. Send us the rejection notice with the deed and we prepare a compliant version and re-submit it.

You can, and for a simple transfer it sometimes works. The failures we get called about are consistent: the template was written for another state, the legal description was copied off the tax bill, the vesting did not match what the family intended, or the transfer tax exemption was declared as zero without naming the statutory basis. That last one is the single most common San Diego rejection. A returned deed costs you a week; a deed that records with a failed exemption costs considerably more, because the reassessment notice arrives months later.

It depends on how title was held, which is written on the last recorded deed. Joint tenants means an affidavit of death of joint tenant. Community property with right of survivorship means an affidavit of death of surviving spouse. Property held in a trust means an affidavit of death of trustee. If the deceased owned in their name alone, nothing passes automatically and a probate procedure applies instead. Send us the recorded deed and we will tell you which document you need before you pay anything.

It is the state form filed with the deed whenever ownership changes, telling the San Diego County Assessor what kind of transfer took place — spousal, parent-child, trust, entity, or sale. Filing it does not by itself grant any exclusion: if your transfer qualifies for one, the matching claim form still has to be filed with the Assessor separately. If the report is missing, the recorder charges an additional fee and the Assessor may issue a Change of Ownership Statement afterwards, which carries its own deadline. We prepare the report with every deed we record.

Yes, at the same flat fee no matter where you are. We prepare the deed and email it with signing instructions. From another state you sign before any notary public licensed where you live, scan it back to us, and we e-record it with San Diego County. From outside the country the acknowledgment is normally taken at a U.S. embassy or consulate, and California also accepts a notary of that country, though some counties want the signature authenticated first. Military families stationed overseas use the consulate route regularly. You never travel to California.

The current recorded deed, or the property address and APN so we can pull it; the exact legal names of everyone giving and receiving the property; how the new owners want to hold title; and whether the transfer is a gift, a sale, a divorce transfer, or a move into a trust or entity, because that determines the exemption we claim and the recital we put on the face of the deed. Intake takes about ten minutes online and nothing is charged until we confirm the flat fee.

Yes, and it is usually cleaner to do them together. Each property needs its own deed and its own recording, because each has its own legal description and its own county, but the intake happens once and we prepare them as a set. We e-record in all 58 California counties, so a San Diego home and a property up north stay with one contact rather than two offices. Tell us how many properties and which counties and we will quote the package before you commit.