Monterey County Certificate of Trust Form (California)
All Monterey 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 Monterey County compliant document last validated/updated 4/3/2025
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included Monterey 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 Monterey County compliant document last validated/updated 4/25/2025
The following California and Monterey 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 Monterey County. The executed documents should then be recorded in the following office:
Assessor/Recorder/County Clerk
168 West Alisal St, 1st floor / PO Box 29, Salinas, California 93902-0570
Hours: Mon-Fri 8:00 am to 5:00 pm / Recording until 4:00 pm
Phone: (831) 755-5041 or toll free from peninsula (831) 647-77
Local jurisdictions located in Monterey County include:
- Aromas
- Big Sur
- Bradley
- Carmel
- Carmel By The Sea
- Carmel Valley
- Castroville
- Chualar
- Gonzales
- Greenfield
- Jolon
- King City
- Lockwood
- Marina
- Monterey
- Moss Landing
- Pacific Grove
- Pebble Beach
- Salinas
- San Ardo
- San Lucas
- Seaside
- Soledad
- Spreckels
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 Monterey 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 Monterey County using our eRecording service.
Are these forms guaranteed to be recordable in Monterey County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Monterey 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 Monterey County that you need to transfer you would only need to order our forms once for all of your properties in Monterey County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by California or Monterey 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 Monterey 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 Monterey 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 Monterey 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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June 26th, 2025
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June 24th, 2025
Very simple to use. The 'completed examples' are very helpful.
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June 23rd, 2025
Great service, easy way to get accurate documents
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Brenda B.
March 4th, 2023
Disappointed. Did not get the information requested.
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April 3rd, 2020
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July 4th, 2020
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Wilfrid J.
June 7th, 2021
It was fast and easy but it's really official
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Darius M.
June 27th, 2020
I receive the specific legal forms that I needed as well as a guide on how to fill out the form. Very pleased. I saved $300.00 in lawyers fees by filling out the Quickclaim deed myself.
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Michael S.
December 22nd, 2020
I was very impressed. I needed a Grant Deed that would comply with Calif. law. I haven't tried to record it yet, but I think it's spot-on. References to statutes very helpful. I'm a retired Idaho attorney, and my first attempt was politely rejected by the recorder. (documentary transfer fee exemption, etc.)
Thank you!
Doug C.
November 20th, 2020
Great Job guys! I would not even have thought to look for this service. The county recorder's office and kiosks are all closed because of covid. I was directed to you because of a referral on the county site. I wish I had known you had forms available as well. I searched for a day to find the appropriate form.
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Caroline E.
February 14th, 2021
VERY easy to register, to request relevant deeds that apply to your own county/state, and to download. And bonus - you get instructional materials too! Highly recommend! Thank you!
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Tiqula D.
July 14th, 2021
Deeds.com is beyond convenient! It's a wonderful service for all your recording needs. The service is beyond fast and professional. Easy as 1 2 3....
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Teri B.
January 7th, 2019
Glad to have all of the helpful extra information, even though they don't answer all questions for all situations. So, I accessed public records and asked questions at the auditor's office. Also, on my Mac computer, filling out the actual deed form is a challenge because the screen jumps to the last page everytime I try to type a few letters or hit the return key, so I'm rollling back up to the first 2 pages after most keystrokes. A bit annoying.
Overall, happy to have these form options are available! There is really no need to wait and pay for an attorney when all the information needed is available via public records. Fill in the blanks!
Thanks so much for the feedback Teri. There are known issues between Adobe and Mac, we try to work around them as much as possible. Have a wonderful day!
Angela S.
April 29th, 2021
Very easy process and efficient. Made my job easier.
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Larry P.
October 14th, 2020
Very nice, they include a guide download that tells you all the lawyer speak!! I'll be using them again.
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