Monrovia, CA asked in Real Estate Law and Estate Planning for California

Q: Trustee grantor conveys property in individual capacity . Can he use corrective deed to convey as trustee of property

Jack conveys property to beneficiary instead of jack as trustee of said trust. Can he file corrective deed to validate transaction as of date of original deed?

2 Lawyer Answers
Howard E. Kane
Howard E. Kane
PREMIUM
Answered
  • Estate Planning Lawyer
  • Oakland, CA
  • Licensed in California

A: Yes. A corrective deed will most likely clear up the defect in the first transfer. I'd recommend having an attorney handle the preparation of the corrective Deed.

Julie King agrees with this answer

Julie King
Julie King
Answered
  • Estate Planning Lawyer
  • Monterey, CA
  • Licensed in California

A: Yes. The Recorder will need specific information on what changes were made, along with the proper exemption code section to avoid triggering a tax. If you aren’t familiar with these, it’s best to have an attorney prepare the deed.

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