Monterey County Certificate of Trust Form
Monterey County Certificate of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
Monterey County Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Monterey County Completed Example of the Certificate of Trust Document
Example of a properly completed form for reference.
All 3 documents above included • One-time purchase • No recurring fees
Immediate Download • Secure Checkout
Additional California and Monterey County documents included at no extra charge:
Where to Record Your Documents
Assessor/Recorder/County Clerk
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
Recording Tips for Monterey County:
- Verify all names are spelled correctly before recording
- Double-check legal descriptions match your existing deed
- Bring extra funds - fees can vary by document type and page count
- Ask about their eRecording option for future transactions
- Check margin requirements - usually 1-2 inches at top
Cities and Jurisdictions in Monterey County
Properties in any of these areas use Monterey County forms:
- 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
Hours, fees, requirements, and more for Monterey County
How do I get my forms?
Forms are available for immediate download after payment. The Monterey County forms will be in your account ready to download to your computer. An account is created for you during checkout if you don't have one. Forms are NOT emailed.
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 I reuse these forms?
Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Monterey County you only need to order once.
What do I need to use these forms?
The forms are PDFs that you fill out on your computer. You'll need Adobe Reader (free software that most computers already have). You do NOT enter your property information online - you download the blank forms and complete them privately on your own computer.
Are there any recurring fees?
No. This is a one-time purchase. Nothing to cancel, no memberships, no recurring fees.
How much does it cost to record in Monterey County?
Recording fees in Monterey County vary. Contact the recorder's office at (831) 755-5041 or toll free from peninsula (831) 647-77 for current fees.
Questions answered? Let's get started!
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)
Important: Your property must be located in Monterey County to use these forms. Documents should be recorded at the office below.
This Certificate of Trust meets all recording requirements specific to Monterey County.
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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February 8th, 2019
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January 21st, 2019
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Earnest K.
January 8th, 2025
I used the "personal representative's deed." There were a few errors, after I went to record it at the county recorder's office. For #7, it should've stated "The estate of Joe Schmoe, hereby grants Mr. Personal Representative....." instead of, "I Mr. Personal Representative, as personal representative, hereby grant to personal representative...." The person at the recorder's office said you cannot state "you are granting property to yourself." Just fix that, and everything else is fine.
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August 30th, 2022
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December 2nd, 2020
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