San Bernardino County Certificate of Trust Forms (California)

Express Checkout

Form Package

Certificate of Trust

State

California

Area

San Bernardino County

Price

$27.97

Delivery

Immediate Download

Payment Information

Please provide a valid email.
Please provide a valid first name.
Please provide a valid last name.
Please provide a valid card number.
Please provide a valid security code.
Please provide a valid billing zip code.
You must agree before submitting.
More info on getting a copy of your existing deed and eRecording.

Included Forms

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

Are these forms guaranteed to be recordable in San Bernardino County?

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

  • San Bernardino County

Including:

  • Adelanto
  • Amboy
  • Angelus Oaks
  • Apple Valley
  • Baker
  • Barstow
  • Big Bear City
  • Big Bear Lake
  • Bloomington
  • Blue Jay
  • Bryn Mawr
  • Cedar Glen
  • Cedarpines Park
  • Chino
  • Chino Hills
  • Cima
  • Colton
  • Crest Park
  • Crestline
  • Daggett
  • Earp
  • Essex
  • Fawnskin
  • Fontana
  • Forest Falls
  • Fort Irwin
  • Grand Terrace
  • Green Valley Lake
  • Guasti
  • Helendale
  • Hesperia
  • Highland
  • Hinkley
  • Joshua Tree
  • Lake Arrowhead
  • Landers
  • Loma Linda
  • Lucerne Valley
  • Ludlow
  • Lytle Creek
  • Mentone
  • Montclair
  • Morongo Valley
  • Mountain Pass
  • Needles
  • Newberry Springs
  • Nipton
  • Ontario
  • Oro Grande
  • Parker Dam
  • Patton
  • Phelan
  • Pinon Hills
  • Pioneertown
  • Rancho Cucamonga
  • Red Mountain
  • Redlands
  • Rialto
  • Rimforest
  • Running Springs
  • San Bernardino
  • Skyforest
  • Sugarloaf
  • Trona
  • Twentynine Palms
  • Twin Peaks
  • Upland
  • Victorville
  • Vidal
  • Wrightwood
  • Yermo
  • Yucaipa
  • Yucca Valley

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 San Bernardino 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 San Bernardino 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.

Aleksander M.

May 2nd, 2023

So far all is perfect! Thank you for all your help!

Reply from Staff

Thank you!

Mark W.

May 9th, 2019

Easy, simple and fast.
I am familiar with deeds in my state and these looked correct.
The common missed document of TRANSFER OF REAL ESTATE VALUE document was also included. Kudos on being complete.

Reply from Staff

Thanks Mark, we really appreciate your feedback.

Joseph S.

May 4th, 2022

The best solution in creating deeds.

Reply from Staff

Thank you!

Myron M.

June 30th, 2020

This is what we need and it was very helpful and easy to fill out.
Thanks

Reply from Staff

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

Anabel H.

April 22nd, 2020

Everything went smoothly, quickly and efficiently.

Reply from Staff

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

Nancy H.

December 31st, 2018

Site was excellent and saved a trip to the County office to pick up forms.

Reply from Staff

Thank you Nancy. Glad we could help. Have a great day!

Connie C.

February 18th, 2021

I thought the process was fairly easy. The price was reasonable. I had a slight problem, some of the words were missing from one page of the documents when I printed it. However, after I saved it to my computer, I was able to print the page in full.

Reply from Staff

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

Joseph B.

March 30th, 2021

Awesome!

Reply from Staff

Thank you!

Paul W.

March 11th, 2022

Exceptionally easy site to navigate. Forms and related documents downloaded quickly and were helpful in completing the forms, which have already been filed with the County Registrar of Deeds. Many thanks for an extremely useful site!

Reply from Staff

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

Doris S.

September 12th, 2021

Pleased with efficiency and expediency of website. Added value is the respective county requirements for Florida. I needed a quitclaim deed between family members. Highly recommended. We hope to record signed and executed document next week in Florida. Thank you.

Reply from Staff

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

Keith R.

October 11th, 2021

Great! Love the platform. Very helpful!!

Reply from Staff

Thank you!

Howard T.

February 26th, 2019

Easy to use and it is very user friendly.

Reply from Staff

Thank you!