Estate Planning for Placer County, California Property Owners

For most Placer County homeowners, the house is what drags an estate into probate. A transfer-on-death deed or a living trust keeps it out—here is how to set up either one and record it locally.

For a Placer County property owner, the biggest probate risk is the home itself. Real estate is what forces most families into the Superior Court - Civil Division. The two tools that keep a Placer County home out of probate are a transfer-on-death deed recorded with the County Clerk-Recorder, and a revocable living trust that holds title to the property.

Skipping this planning step means the Superior Court - Civil Division decides who receives the property: a simple California probate takes 9+ months and opens with $435 in court filing fees. California also lets owners name a transfer-on-death beneficiary on vehicle titles, which keeps cars out of the same process.

Record a Transfer-on-Death Deed in Placer County

A revocable transfer on death deed names a beneficiary who receives Placer County property automatically at the owner's death, without probate. It is recorded with the County Clerk-Recorder during the owner's lifetime and can be revoked at any time.

Before recording, a California revocable transfer on death deed is signed with 2Cal. Prob. Code 5600-5698Verified Aug 24, 2026View source witnesses and notary acknowledgmentCal. Prob. Code 5600-5698Verified Aug 24, 2026View source. The deed takes effect only if it is recorded within 60 daysCal. Prob. Code 5600-5698Verified Aug 24, 2026View source of notarization and before the owner's deathCal. Prob. Code 5600-5698Verified Aug 24, 2026View source.

Where to Record Property Documents

Deeds and other real property documents for Placer County are recorded with the County Clerk-Recorder, led by Clerk-Recorder-Registrar of Voters Ryan Ronco, at 3715 Atherton Road, Rocklin, CA 95765. Phone: (530) 886-5600. Hours: Monday - Friday, 8:00 AM - 4:00 PM.

The County Clerk-Recorder charges $14 for the first page plus $3 for each additional page. A 2-page revocable transfer on death deed costs $92 to record in Placer County, which is $17 in recording fees plus the $75 Building Homes and Jobs Act Fee (SB 2). A revocable transfer on death deed is exempt from transfer tax.

Recording Office Record

County Clerk-Recorder

Placer County · Clerk-Recorder-Registrar of Voters · Ryan Ronco

Address

3715 Atherton RoadRocklin, CA 95765

Hours

Monday - Friday, 8:00 AM - 4:00 PM
Visit recorder website →

Recording fees

Base fee (first page)$14
Each additional page$3
GC 27388.1 Building Homes and Jobs Act Fee (SB 2)Applies to a TOD deed$75
Transfer tax on a TOD deedExempt

Cal. Gov. Code 27361; Cal. Gov. Code 27388; Cal. Gov. Code 27388.1; Cal. Gov. Code 27388.2; Cal. Rev. & Tax. Code 11911; Cal. Rev. & Tax. Code 11930

Verified September 4, 2026 · Source

Estate Planning Attorneys Serving Placer County

Solo PracticeElk Grove, CA

Huber Law Group, P.C.

Since 2004 · Serves 3 counties

Elk Grove and Sacramento trust and estate practice representing executors, trustees, and beneficiaries through probate and trust administration and in probate litigation, trust and will contests, and financial elder abuse claims. Founder Jonathan Huber has been a State Bar of California certified specialist in Estate Planning, Trust and Probate Law since 2013. No-cost initial consultation.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbateand 4 more

Office
9401 E Stockton Blvd., Ste. 210Elk Grove, CA 95624
Free consultation

FirmSacramento, CA

Law Offices of Daniel A. Hunt

Serves 3 counties

Sacramento firm with additional offices in Folsom and Roseville, covering estate planning, trust administration, probate, conservatorships, and trust and estate litigation. Founder Daniel Hunt is a State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law. Offers no-cost initial consultations by phone, video, or in person.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbateand 3 more

Office
798 University AvenueSacramento, CA 95825
Free consultationVirtual consultations

FirmSacramento, CA

Northern California Center for Estate Planning & Elder Law

Since 1987 · Serves 7 counties

Sacramento and Roseville firm serving Sacramento, Placer, El Dorado, Yolo, Nevada, and Yuba-Sutter Counties with trust administration, probate, Medi-Cal planning, and long-term care planning since 1987. Founder Timothy Murphy is accredited by the Department of Veterans Affairs to assist veterans with benefits claims. Offers a free initial telephone call.

PracticesEstate PlanningEstate AdministrationTrust AdministrationElder Lawand 4 more

Office
2277 Fair Oaks Blvd, Ste 320Sacramento, CA 95825
Free consultationVirtual consultations

FirmDavis, CA

Pakpour Banks LLP

Since 2019 · Serves 7 counties

Davis firm serving Yolo, Sacramento, Solano, Placer, Colusa, El Dorado, and Yuba Counties with probate administration and conservatorships alongside estate planning and special needs planning. Keith Banks was previously probate clerk and attorney-unit research assistant at the Yolo Superior Court. Formed in 2019 by the merger of two Yolo County firms.

PracticesEstate PlanningEstate AdministrationProbateConservatorshipSpecial Needs Planning

Office
1712 Picasso Ave, Suite BDavis, CA 95618
Free consultation

Solo PracticeRoseville, CA

Sanborn Law

Since 2006 · Serves 13 counties

Roseville firm handling probate and decedent estate administration, including ancillary probate, plus trust administration, conservatorships, and litigation in those areas — will contests and beneficiary disputes. Marlene Sanborn, a retired Air Force flight engineer, opened the firm in 2006 and has practiced law in California since 1998.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbateand 4 more

Office
2998 Douglas Blvd, Suite 305Roseville, CA 95661
Free consultation

FirmRoseville, CA

Wade Law Offices

Since 2010 · Serves 3 counties

Roseville firm serving Sacramento, Placer, and El Dorado Counties with probate, trust administration, and estate administration for executors, personal representatives, and beneficiaries. David D. Wade founded the firm in 2010, and its attorneys are licensed in California and Washington. Free initial consultation, in person or remotely.

PracticesEstate PlanningEstate AdministrationTrust AdministrationProbateand 5 more

Office
1677 Eureka Road, Suite 203Roseville, CA 95661
Free consultationVirtual consultations
See all 36 firms serving Placer County→

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to verify their current practice areas and availability.

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