Marin County Certificate of Trust Form (California)
All Marin County specific forms and documents listed below are included in your immediate download package:
Certificate of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included Marin County compliant document last validated/updated 4/3/2025
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included Marin County compliant document last validated/updated 3/17/2025
Completed Example of the Certificate of Trust Document
Example of a properly completed form for reference.
Included Marin County compliant document last validated/updated 4/25/2025
The following California and Marin County supplemental forms are included as a courtesy with your order:
When using these Certificate of Trust forms, the subject real estate must be physically located in Marin County. The executed documents should then be recorded in the following office:
Marin County Recorder
3501 Civic Center Dr, Suite 232, San Rafael, California 94903
Hours: M-F: 8:00 am - 4:00 pm / Recording until 3:00 pm only
Phone: (415) 473-6092
Local jurisdictions located in Marin County include:
- Belvedere Tiburon
- Bolinas
- Corte Madera
- Dillon Beach
- Fairfax
- Forest Knolls
- Greenbrae
- Inverness
- Kentfield
- Lagunitas
- Larkspur
- Marshall
- Mill Valley
- Nicasio
- Novato
- Olema
- Point Reyes Station
- Ross
- San Anselmo
- San Geronimo
- San Quentin
- San Rafael
- Sausalito
- Stinson Beach
- Tomales
- Woodacre
How long does it take to get my forms?
Forms are available immediately after submitting payment.
How do I get my forms, are they emailed?
Immediately after you submit payment, the Marin County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.
What does "validated/updated" mean?
This indicates the most recent date when at least one of the following occurred:
- Updated: The document was updated or changed to remain compliant.
- Validated: The document was examined by an attorney or staff, or it was successfully recorded in Marin County using our eRecording service.
Are these forms guaranteed to be recordable in Marin County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Marin County including margin requirements, content requirements, font and font size requirements.
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 Marin County that you need to transfer you would only need to order our forms once for all of your properties in Marin County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by California or Marin 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.
What type of files are the forms?
All of our Marin 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.
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.
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.
Are there any recurring fees involved?
No. Nothing to cancel, no memberships, no recurring fees.
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.
(California Certificate of Trust Package includes form, guidelines, and completed example)
Our Promise
The documents you receive here will meet, or exceed, the Marin 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 Marin 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.
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Loretta W.
June 26th, 2025
Thank you for your excellent service
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Nigel S.
June 24th, 2025
Very simple to use. The 'completed examples' are very helpful.
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Robert H.
June 23rd, 2025
Great service, easy way to get accurate documents
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Carolyn G.
January 15th, 2023
This information was extremely helpful and needed. The price is so worth it also.
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heather i.
December 5th, 2022
I don't pay very close attention to what I'm doing all the time which leads to mistakes. Deeds.com was helpful in correcting my error and getting me on my way.
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John P.
December 8th, 2019
Working with one document at a time every thing was great, but the program will not let multiple documents save independently. When I saved a document and created another document the changes I made on the second document were on the 1st document. No big deal if your printing, but if your saving to email later, its an issue.
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Alan C.
December 10th, 2020
I thought the instructions could have been a little better. I didn't know how to do this if the spouses are married but living in separate residences. Also I didn't understand the "Prior Instrument Reference". That should be explained better. Very sketchy instructions.
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Susan K.
February 16th, 2019
Very helpful; information included on the form explanations about Colorado laws in regards to beneficiary deeds helped us understand the issues involved.
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ronnie y.
May 22nd, 2019
well worth the money thank you
Thank you!
Keith L.
March 15th, 2019
Great to have a downloadable form, rather than a cloud solution that gives no guarantee of privacy. Appreciated the sample.......but all of that still left me with open issues about how to tweak the form to serve my particular needs......for example: how to ensure that survivor rights were properly characterized; how far back I should go with the "Source" section + how I should layer my own additions to the chain of ownership, etc. Nonetheless, an overall happy experience. Thank you for your help
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Anita W.
June 18th, 2020
Love this site. It has been truly helpful and easy to navigate.
Thank you Anita, glad we could help.
Mike F.
April 15th, 2023
The explanation sheet and example was very handy.
Thank you!
Carol W.
March 14th, 2021
The only reason for the low review was I could not find the form that I needed.
Sorry to hear that we did not have what you needed. We hope you found it somewhere. Have a wonderful day.
Reitman R.
November 15th, 2020
Ordering, payment, and downloads went without a hitch. I appreciated the guide and examples. Than k you for hosting a good, working site.
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DONNA F.
June 7th, 2019
very easy and fast
thank you
would recommend
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