Once completed, note the SST number and come into our office to finish the process. Stepbystep guide on how to transfer property to a living trust in California preparing deeds, recording with the county and more.Access and download commonly used forms here for customization and use. These documents are provided as a resource only. Make the trustee pay for losses to the trust or a beneficiary that are the trustee's fault. Approve or direct a change in the trust, or end the trust. Fill out the preliminary change of ownership report to properly transfer your California real estate into your living trust. I Want to transfer real property into living trust and then record the deed in santa clara county CA. Please tell me steps and forms to follow. Contact the insurance provider to request a change in beneficiary designation. Complete the necessary forms to facilitate the change.