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California - Fresno County Certificate of Trust Form

All Fresno County specific forms listed below are included in your immediate download:


Fresno County Certificate of Trust Form Page 1

Certificate of Trust Form - Fresno County

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 10/21/2020


Fresno County Certificate of Trust Guide Page 1

Certificate of Trust Guide - Fresno County

Line by line guide explaining every blank on the form.
Included document last updated 10/21/2020


Fresno County Completed Example of the Certificate of Trust Document Page 1

Completed Example of the Certificate of Trust Document - Fresno County

Example of a properly completed form for reference.
Included document last updated 10/23/2020


*The Following California and Fresno County supplemental forms are included as a courtesy with your order.


Preliminary Change of Ownership

Preliminary Change of Ownership

This is a required form in Fresno County, due at the time of filing. There is a $20.00 penalty fee for non compliance.


Parent to Child Exclusion

Parent to Child Exclusion

Transferring property from Parent to Child is Transfer Tax Exempt in California. This form is used for a property Reassessment Exclusion in Fresno County. This could prevent a property tax increase.


Grandparent to Grandchild Exclusion

Grandparent to Grandchild Exclusion

Transferring property from Grandparent to Grandchild is Transfer Tax Exempt in California. This form is used for a property Reassessment Exclusion in Fresno County. This could prevent a property tax increase.


Change in Ownership Statement Death of Real Property Owner

Change in Ownership Statement Death of Real Property Owner

This form is used by the personal representative of the deceased property owner, who files this statement with the Fresno County Assessor to request a Completed Change in Ownership Statement.


Affidavit of Cotenant Residency

Affidavit of Cotenant Residency

If a real property transfer from one cotenant to the other is the result of the death of one of them, the transfer may not constitute a change in ownership, provided it meets the criteria listed on the form. This form is used by the surviving cotenant to claim exclusion from reassessment, which could prevent an increase in property taxes.


Transfer Tax

Transfer Tax

If your conveyance is exempt, you need the R&T Code of the applicable exemption and a brief explanation. Both are provided on this list.


Building Homes and Job Act

Building Homes and Job Act

The state of California has recently enacted the Building Homes and Jobs Act, effective January 1, 2018.


Notary Certificates

Notary Certificates

The supplemental forms in this section can be used as loose certificates by California notaries.


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Frequently Asked Questions:

  • How long does it take to get my forms?
    • Forms are available immediately after submitting payment.
  • What are supplemental forms?
    • Often when a deed is recorded additional documents are required by the state or local jurisdiction. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
  • How do I get my forms, are they emailed?
    • After you submit payment you will see a page listing the forms you ordered with a download link to the pdf form file. You download the forms to your computer. You will also receive an email with a link to your download page in case you need it later.
  • What type of files are the forms?
    • All of our forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
  • Can the forms be re-used?
    • Yes. You can re-use the forms for your personal use. For example, if you have more than one property in a given county that you need to transfer you would only need to order our forms once for all of your properties in that county.
  • Are these forms guaranteed to be recordable in Fresno County ?
    • Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Fresno County including margin requirements, content requirements, font and font size requirements.
  • Do I have to enter all of my property information online?
    • No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
  • Can I save the completed form, email it to someone?
    • Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
  • Do I need any special software to use these forms?
    • You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
  • Are there any recurring fees involved?
    • No. Nothing to cancel, no memberships, no recurring fees.

Areas covered by these Certificate of Trust Forms:

  • Fresno County

Including:

  • Auberry
  • Big Creek
  • Biola
  • Burrel
  • Cantua Creek
  • Caruthers
  • Clovis
  • Coalinga
  • Del Rey
  • Dunlap
  • Firebaugh
  • Five Points
  • Fowler
  • Fresno
  • Friant
  • Helm
  • Hume
  • Huron
  • Kerman
  • Kingsburg
  • Lakeshore
  • Laton
  • Mendota
  • Miramonte
  • Mono Hot Springs
  • Orange Cove
  • Parlier
  • Piedra
  • Prather
  • Raisin City
  • Reedley
  • Riverdale
  • San Joaquin
  • Sanger
  • Selma
  • Shaver Lake
  • Squaw Valley
  • Tollhouse
  • Tranquillity

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What is the California Certificate of Trust?

California Certification of Trust

In California, the certification of trust is governed by Probate Code Section 18100.5.
A certificate of trust is used by an acting trustee or trustees of a trust to prove to financial institutions or other third parties that he/she/they has/have the authority to act on behalf of the trust. The certificate is used in lieu of the full trust document to keep nonessential information about the trust, such as the identities of trust beneficiaries, confidential.

The certificate verifies the existence of the trust and presents the pertinent details of the trust, such as the settlor, the trustee, the powers granted to the trustee, and, in the case that there are co-trustees, the number and identity of persons required to sign legal documents dealing with the trust. The certificate also specifies how the trust will vest title to real property.

Like all documents affecting real estate, the certification requires a legal description of the real property subject to the trust. In California, the certification also must include the trust's taxpayer ID, a number that is either the SSN of the settlor (in the case of revocable trusts) or an EIN assigned by the IRS (in the case of irrevocable trusts).
Trust law can quickly become complicated, and each case is unique, so contact a lawyer with any questions that arise.

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Save Time and Money

Get your Fresno County Certificate of Trust form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties.

Our Promise

The documents you receive here will meet, or exceed, the Fresno County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

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