Orange County Certificate of Trust Forms (California)

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Form Package

Certificate of Trust

State

California

Area

Orange County

Price

$27.97

Delivery

Immediate Download

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More info on getting a copy of your existing deed and eRecording.

Included Forms

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

Certificate of Trust Form

Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last reviewed/updated 4/5/2024

Certificate of Trust Guide

Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included document last reviewed/updated 4/2/2024

Completed Example of the Certificate of Trust Document

Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included document last reviewed/updated 2/14/2024

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 Orange 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?

Forms are NOT emailed to you. Immediately after you submit payment, the Orange 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 sent to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance.

What type of files are the forms?

All of our Orange 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 Orange County that you need to transfer you would only need to order our forms once for all of your properties in Orange County.

Are these forms guaranteed to be recordable in Orange County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Orange 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:

  • Orange County

Including:

  • 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

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.

(California Certificate of Trust Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Orange 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 Orange 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.

Reviews

4.8 out of 5 (4323 Reviews)

Barbara A.

April 25th, 2024

Always helpful!\r\n

Reply from Staff

We are thankful for your continued support and feedback, which inspire us to continuously improve. Thank you..

Mark E.

April 25th, 2024

This was easy to use and only contained one glaring error-where to send the completed form to finish the process. I’ve completed the form, does this mean I get the amended deed sent to me? I think not.

Reply from Staff

Your insights are invaluable to us and help us strive for better service. Thank you for taking the time to share your thoughts.

Mitchell S.

April 25th, 2024

This service was very helpful, quick, inexpensive and easy to use. Should I ever need it again, I know right where to go.

Reply from Staff

We are sincerely grateful for your feedback and are committed to providing the highest quality service. Thank you for your trust in us.

Debby P.

October 5th, 2023

Great company!\r\n I have been using Deeds.com for many years. I just opened a new account when I retired from my Escrow job. My recording was flawless!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Gina M.

August 25th, 2021

Wow, great forms. They do have some protections in place to keep you from doing something stupid but if you use the forms as intended they will work perfectly for you.

Reply from Staff

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

Rysta W.

June 29th, 2021

Very easy to use and great price.

Reply from Staff

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

Randy R.

May 16th, 2019

Thank you
So far everything worked great. Got my downloads so I'm off and running. I hope the rest of the paperwork goes this easy.

Reply from Staff

Thank you Randy, we appreciate your feedback.

VICTOR S.

November 16th, 2019

Wow! Nice and easy!

Reply from Staff

Thank you!

James U.

June 18th, 2020

Fonts for all fields are not the same. Collin County has a specified size it wants in all fields. Other than that every thing was fine.

Reply from Staff

Thank you!

Teresa H.

March 20th, 2019

cost effective and quick!

Reply from Staff

Thank you!

Thomas K.

July 25th, 2020

I never did this before and I found the service easy however confusing about the process and expectations. I had a trust prepared and needed to record our home deed to the trust. Now that I am almost finished waiting for the Maricopa county record the deed it seems so easy.

Reply from Staff

Thank you!

Raymond N.

September 7th, 2023

The process of obtaining the forms that I wanted was very easy and the cost reasonable. The site is easy to follow and explains everything. Thank you for being here.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Michele S.

February 10th, 2019

This is a great service if you know what youre looking for. Unfortunately it just wasnt right for me and my situation.

Reply from Staff

Thank you!

Eleanor E.

September 20th, 2019

Not knowing I could down load these forms, I first went to the local recording office thinking I could get info on the forms I needed. I was told that obviously you dont know what you are doing so find someone who does. This snippy clerk obviously didnt know the forms were accessible on line; either that or she was needing to feel her phony superiority.

Reply from Staff

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

fran g.

April 25th, 2021

To hard for me. But with that being said it's a great option for most people.

Reply from Staff

Thank you!