Orange County Certificate of Trust Form

Last validated June 23, 2026 by our Forms Development Team

Orange County Certificate of Trust Form

Orange County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document Last Validated 6/23/2026
Orange County Certificate of Trust Guide

Orange County Certificate of Trust Guide

Line by line guide explaining every blank on the form.

Document Last Validated 6/5/2026
Orange County Completed Example of the Certificate of Trust Document

Orange County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.

Document Last Validated 5/19/2026

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

Important: Your property must be located in Orange County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

County Administration South

Address:
601 N. Ross St.
Santa Ana, California 92701

Hours: 8 a.m. - 4:30 p.m. Monday - Friday

Phone: (714) 834-2500

Old Orange County Courthouse

Address:
211 West Santa Ana Blvd.
Santa Ana, California 92701

Hours: Hours: 8 a.m. to 4:30 p.m., Monday - Friday

Phone: (714) 834-2500

South County Branch Office

Address:
24031 El Toro Rd, Suite 150
Santa Ana, California 92653

Hours: Monday through Friday 9:00 am to 4:30 pm / Recording until 4:00pm

Phone: (714) 834-2500

North County Branch Office

Address:
201 N Harbor Blvd
Fullerton , California 92832

Hours: Monday through Friday 9:00 am to 4:00 pm

Phone: (714) 834-2500

Recording Tips for Orange County:
  • Check that your notary's commission hasn't expired
  • Verify all names are spelled correctly before recording
  • Request a receipt showing your recording numbers
  • Ask about accepted payment methods when you call ahead

Cities and Jurisdictions in Orange County

Properties in any of these areas use Orange County forms:

  • Aliso Viejo
  • Anaheim
  • Atwood
  • Brea
  • Buena Park
  • Capistrano Beach
  • Corona Del Mar
  • Costa Mesa
  • Cypress
  • Dana Point
  • East Irvine
  • El Toro
  • Foothill Ranch
  • Fountain Valley
  • Fullerton
  • Garden Grove
  • Huntington Beach
  • Irvine
  • La Habra
  • La Palma
  • Ladera Ranch
  • Laguna Beach
  • Laguna Hills
  • Laguna Niguel
  • Laguna Woods
  • Lake Forest
  • Los Alamitos
  • Midway City
  • Mission Viejo
  • Newport Beach
  • Newport Coast
  • Orange
  • Placentia
  • Rancho Santa Margarita
  • San Clemente
  • San Juan Capistrano
  • Santa Ana
  • Seal Beach
  • Silverado
  • Stanton
  • Sunset Beach
  • Surfside
  • Trabuco Canyon
  • Tustin
  • Villa Park
  • Westminster
  • Yorba Linda

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Orange County

How do I get my forms?

Forms are available for immediate download after payment. The Orange 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 Orange County?

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Orange County, including margin requirements, font requirements, and other layout standards. This guarantee applies to formatting, not to the legal sufficiency of information entered by the user or the suitability of a form for a particular transaction.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Orange 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 Orange County?

Recording fees in Orange County vary. Contact the recorder's office at (714) 834-2500 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 Orange County to use these forms. Documents should be recorded at the office below.

This Certificate of Trust meets all recording requirements specific to Orange County.

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Orange County recording format requirements. If there is a rejection caused by our formatting, we will correct the issue or refund your payment. This guarantee applies to document formatting only and does not extend to information entered by the user, the selection of the form, or the legal effect of the completed document.

Save Time and Money

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July 17th, 2020

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April 24th, 2020

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July 29th, 2019

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October 29th, 2019

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July 10th, 2020

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