California - Lake County Certificate of Trust Forms

Included Forms

All Lake County specific forms and documents listed below are included in your immediate download package:

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Included Supplemental Documents

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

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Parent to Child Exclusion Form (Lake County Document)

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Grandparent to Grandchild Exclusion Form (Lake County Document)

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Transfer Tax Exemptions List (Lake County Document)

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Change in Ownership Statement - Death of Real Property Owner (Lake County Document)

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Affidavit of Cotenant Residency (Lake County Document)

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Certificate of Acknowledgment (Lake County Document)

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Building Homes and Jobs Act (Lake County Document)

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Preliminary Change of Ownership Report (Lake County Document)

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Jurat (Lake County Document)

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Building Homes and Jobs Act - Fee Grid (Lake County Document)

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Declaration of Exemption Form (Lake County Document)

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Transfer Tax Exemptions List (California Document)

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Preliminary Change of Ownership Report (California Document)

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Certificate of Acknowledgment (California Document)

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Building Homes and Jobs Act (California Document)

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Jurat (California Document)

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Declaration of Exemption Form (California Document)

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Parent to Child Exclusion Form (California Document)

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Grandparent to Grandchild Exclusion Form (California Document)

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Affidavit of Cotenant Residency (California Document)

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Change in Ownership Statement - Death of Real Property Owner (California Document)

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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 California or Lake County. 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 Lake County 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 Lake County Certificate of Trust 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 Certificate of Trust 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 Lake County that you need to transfer you would only need to order our forms once for all of your properties in Lake County.
• Are these forms guaranteed to be recordable in Lake County ?
  • Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Lake 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:

• Lake County

Including:

• Clearlake
• Clearlake Oaks
• Clearlake Park
• Cobb
• Finley
• Glenhaven
• Hidden Valley Lake
• Kelseyville
• Lakeport
• Lower Lake
• Lucerne
• Middletown
• Nice
• Upper Lake
• Witter Springs

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.

Our Promise

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

Save Time and Money

Get your Lake 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 and local jurisdictions.

Customer Reviews:

4.8 out of 5 (3722 Reviews)

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September 28th, 2022

Name: Angel C.

Review: Solid forms hitting all the marks (statutory requirements) Fairly simple to accomplish what I was looking to do with minimal research. Would certainly use again when needed.

Reply from Staff on September 28th, 2022

Thank you!

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September 28th, 2022

Name: ian a.

Review: Your website advertising was somewhat deceptive regarding doing a quitclaim on a name change. "If you are transferring the property to yourself under your new name, all you have to do is update the deed from your former name to your current one." This made this sound easy. But when I downloaded the material for my state, expecting to find an example, there was no example of how to do a name change quitclaim deed! I therefore had to figure this out myself. You might have provided a warning about certain uses that were not covered in the material so that people know ahead of time that the use they needed to know about wasn't covered in the material.

Reply from Staff on September 28th, 2022

Thank you for your feedback. We really appreciate it. Have a great day!

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September 28th, 2022

Name: Ming Z.

Review: Definitely 5 Stars !

Reply from Staff on September 28th, 2022

Thank you!

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Name: Betty J W.

Review: Was Totally Amazed, it was so easy to follow the example and I am 75 years old. I took my paper work in and it passed with flying colors. Thank-You So much saved me $665.00. BJW

Reply from Staff

Thank you!

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Name: Sharla B.

Review: Was very helpful it helped me find out everything I needed for the deed.

Reply from Staff

Thank you!

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Name: John F.

Review: The document I purchased was perfect for what I needed done. Very easy to obtain the document. Website very easy to navigate. Would use again and would recommend to anyone who needs the documents.

Reply from Staff

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Name: Gary B.

Review: The whole experience was amazing. Your site was easy to work with and the staff was supper responsive. We were in and out in a flash!

Reply from Staff

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Name: Kimberly C.

Review: Very straight forward easy to use. No need to hunt for the information or forms you ate looking for, every thing is right there just click on the link and voila!

Reply from Staff

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Name: Jenifer L.

Review: I'm an attorney. I see youve mixed up the terms "grantor" and "grantee" and their respective rights in this version. Anyone using it like this might have title troubles down the line.

Reply from Staff

Thank you for your feedback Jenifer, we have flagged the document for review.

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Name: David L.

Review: Really a great service for a reasonable price. Will definitely use again.

Reply from Staff

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Name: Joyce M.

Review: Great website, but not helpful in locating my deed dated 1747.

Reply from Staff

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Name: Ronald M.

Review: Easy to use but can't seem to find LOGOUT control????

Reply from Staff

Thank you for the feedback Ronald. (The Sign Out control is on the top right of the account page)

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Name: Charles Z.

Review: I am very happy with the service and would use again. Super fast, efficient, and very helpful friendly staff. I would recommend and would use again.

Reply from Staff

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Name: Robert P.

Review: Excellent product. Wish I had found this site a week earlier. It would have saved me many hours of struggle and $40.00 in notary fees. Thanks and I will recommend to anyone needing forms.

Reply from Staff

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Name: Woody P.

Review: I was informed that a quit Claim Deed that I had submitted, did not meet county requirements. I ordered the correct form and was surprised that the form included instructions and a sample "completed" form for me to follow. I found it al very helpful. Thank you !!!

Reply from Staff

Thank you!

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