-- Last revised 8/6/24 --
Revocable Transfer on Death Deeds -- Follow-Up Study - Study L-3032.1
In 2006, the Commission recommended that California authorize the use of a revocable transfer on death deed, to transfer real property outside of probate. See Revocable Transfer on Death (TOD) Deed, 36 Cal. L. Revision Comm’n Reports 103 (2006).
In 2015, the Legislature enacted AB 690 (Gatto), which largely implemented the Commission's recommendation. See 2015 Cal. Stat. ch. 293. Section 21 of that bill assigned the Commission responsibility to conduct a follow-up study:
(a) The California Law Revision Commission shall study the effect of California’s revocable transfer on death deed set forth in Part 4 (commencing with Section 5600) of Division 5 of the Probate Code and make recommendations in this regard. The commission shall report all of its findings to the Legislature on or before January 1, 2020.(b) In the study required by subdivision (a), the commission shall address all of the following:
(1) Whether the revocable transfer on death deed is working effectively.
(2) Whether the revocable transfer on death deed should be continued.
(3) Whether the revocable transfer on death deed is subject to misuse or misunderstanding.
(4) What changes should be made to the revocable transfer on death deed or the law associated with the deed to improve its effectiveness and to avoid misuse or misunderstanding.
(5) Whether the revocable transfer on death deed has been used to perpetuate financial abuse on property owners and, if so, how the law associated with the deed should be changed to minimize this abuse.
Related Material
- Legislation
- Final Recommendation
- Tentative Recommendation
- Commission Decisions (Meeting Minutes)
- Staff Memoranda
Legislation
-
2021: Senate Bill 315 (Roth) [Revocable Transfer on Death Deeds]
Enacted. 2021 Cal. Stat. ch. 215 -
2018: Assembly Bill 1739 (Chau) [Revocable Transfer on Death Deeds: Recordation]
Enacted. 2018 Cal. Stat. ch. 65
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Final Recommendation
- Revocable Transfer on Death Deed: Follow-Up Study -- [November 2019]
- Revocable Transfer on Death Deed: Recordation -- [April 2017]
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Tentative Recommendations and Other Requests for Comment
- Tentative Rec. -- Revocable Transfer on Death Deed: Follow-Up Study (May 2019)
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Meeting Minutes
- November 21, 2019 Meeting in Sacramento
- September 26, 2019 Meeting in Sacramento
- May 30, 2019 Meeting in Sacramento
- April 4, 2019 Meeting in Sacramento
- February 7, 2019 Meeting in Sacramento
- December 7, 2018 Meeting in Sacramento
- October 11, 2018 Meeting in Sacramento
- August 17, 2018 Meeting in Burbank
- August 4, 2017 Meeting in Los Angeles
- April 13, 2017 Meeting in Oakland
- February 2, 2017 Meeting in Sacramento
- December 1, 2016 Meeting in Sacramento
- September 22, 2016 Meeting in Sacramento
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Staff Memoranda
- Memo 2021-18 -- 2021 Legislative Program (Status Report) (04/15/2021)
- Memo 2021-14 -- 2021 Legislative Program (Status Report) (03/19/2021)
- Memo 2019-55, Supp. 1 -- Revocable Transfer on Death Deed - Follow-Up Study (TEXCOM Comments) (11/14/2019)
- Memo 2019-55 -- Revocable Transfer on Death Deed - Follow-Up Study (Comments on Tentative Recommendation) (10/21/2019)
- Memo 2019-46 -- Revocable Transfer on Death Deed - Follow-Up Study (Comments on Tentative Recommendation) (09/13/2019)
- Memo 2019-28, Supp. 1 -- Revocable Transfer on Death Deed - Follow-Up Study (Draft Tentative Recommendation) (05/16/2019)
- Memo 2019-28 -- Revocable Transfer on Death Deed - Follow-Up Study (Draft Tentative Recommendation) (05/06/2019)
- Memo 2019-17, Supp. 2 -- Revocable Transfer on Death Deed - Follow-Up Study: Issues Identified by the Commission (3/29/2019)
- Memo 2019-17, Supp. 1 -- Revocable Transfer on Death Deed - Follow-Up Study: Issues Identified by the Commission (3/25/2019)
- Memo 2019-17 -- Revocable Transfer on Death Deed - Follow-Up Study: Issues Identified by the Commission (03/22/2019)
- Memo 2019-18 -- Revocable Transfer on Death Deed - Follow-Up Study: Other States (03/20/2019)
- Memo 2019-16, Supp. 4 -- Revocable Transfer on Death Deed: Follow-Up Study — Remaining TEXCOM Issues — Survival of Unrecorded Interests (03/5/2019)
- Memo 2019-16, Supp. 3 -- Revocable Transfer on Death Deed: Follow-Up Study — Remaining TEXCOM Issues — Marketability (02/28/2019)
- Memo 2019-16, Supp. 2 -- Revocable Transfer on Death Deed: Follow-Up Study — Remaining TEXCOM Issues — Conflicting Instruments and Forms of Ownership (02/27/2019)
- Memo 2019-16, Supp. 1 -- Revocable Transfer on Death Deed: Follow-Up Study — Remaining TEXCOM Issues — Execution and Revocation (2/27/2019)
- Memo 2019-16 -- Revocable Transfer on Death Deed: Follow-Up Study — Remaining TEXCOM Issues (02/13/2019)
- Memo 2019-04, Supp. 2 -- Revocable Transfer on Death Deed: Follow-Up Study -- Trusts as Beneficiaries (02/6/2019)
- Memo 2019-04, Supp. 1 -- Revocable Transfer on Death Deed: Follow-Up Study -- Trusts as Beneficiaries (02/1/2019)
- Memo 2019-04 -- Revocable Transfer on Death Deed: Follow-Up Study -- Trusts as Beneficiaries (01/23/2019)
- Memo 2018-59, Supp. 2 -- Revocable Transfer on Death Deed: Follow-Up Study (Public Comment) (12/07/2018)
- Memo 2018-59, Supp. 1 -- Revocable Transfer on Death Deed: Follow-Up Study (Public Comment) (12/05/2018)
- Memo 2018-59 -- Revocable Transfer on Death Deed: Follow-Up Study (Public Comment) (12/03/2018)
- Memo 2018-58 -- Revocable Transfer on Death Deed: Follow-Up Study -- Creditor Claims (11/21/2018)
- Memo 2018-44 -- Revocable Transfer on Death Deed: Follow-Up Study (Public Inquiry) (09/04/2018)
- Memo 2018-33, Supp. 1 -- Revocable Transfer on Death Deed: Follow-Up Study (Public Comment) (08/16/2018)
- Memo 2018-33 -- Revocable Transfer on Death Deed: Follow-Up Study (Discussion of Issues) (08/06/2018)
- Memo 2017-35 -- Revocable Transfer on Death Deed: Follow-Up Study (06/22/2017)
- Memo 2017-12, Supp. 2 -- Revocable Transfer on Death Deed: Follow-Up Study (04/07/2017)
- Memo 2017-12, Supp. 1 -- Revocable Transfer on Death Deed: Follow-Up Study (03/30/2017)
- Memo 2017-12 -- Revocable Transfer on Death Deed: Follow-Up Study (02/10/2017)
- Memo 2017-6, Supp. 3 -- Revocable Transfer on Death Deed: Follow-Up Study (01/26/2017)
- Memo 2017-6, Supp. 2 -- Revocable Transfer on Death Deed: Follow-Up Study (01/25/2017)
- Memo 2017-6, Supp. 1 -- Revocable Transfer on Death Deed: Follow-Up Study (01/18/2017)
- Memo 2017-06 -- Revocable Transfer on Death Deed -- Follow-Up Study (1/9/17)
- Memo 2016-36 -- Revocable Transfer on Death Deed -- Follow-Up Study: Other States (7/11/16)
- Memo 2015-53 -- Revocable Transfer on Death Deed: Follow-Up Study (10/26/2015)
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