San Diego County Certificate of Trust Form
San Diego County Certificate of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
San Diego County Certificate of Trust Form
San Diego County Certificate of Trust Guide
Line by line guide explaining every blank on the form.
San Diego County Certificate of Trust Guide
San Diego County Completed Example of the Certificate of Trust Document
Example of a properly completed form for reference.
San Diego County Completed Example of the Certificate of Trust Document
All 3 documents above included • One-time purchase • No recurring fees
Additional California and San Diego County documents included at no extra charge:
Where to Record Your Documents
San Diego Clerk/Recorder Main Office
San Diego, California 92101
Hours: Monday to Friday 8:00am - 5:00pm
Phone: (619) 236-3771, 238-8158; (760) 630-1219 North County
Mail to: San Diego Assessor/Recorder/Clerk
San Diego, California 92112-1750
Hours: N/A
Phone: mailing address
El Cajon Branch Office
El Cajon, California 92020
Hours: Monday through Friday 8:00am - 5:00pm
Phone: (619) 238-8158 or (619) 236-3771 Assessor
San Marcos Branch Office
San Marcos, California 92078
Hours: Monday through Friday 8:00am - 5:00pm
Phone: (619) 238-8158 or (760) 630-1219 North County
Chula Vista Branch Office
Chula Vista, California 91910
Hours: 8:00 a.m. to 5:00 p.m., Monday through Friday, except holidays.
Phone: (619) 238-8158
Recording Tips for San Diego County:
- Ensure all signatures are in blue or black ink
- Bring your driver's license or state-issued photo ID
- Leave recording info boxes blank - the office fills these
- Ask about their eRecording option for future transactions
- Verify the recording date if timing is critical for your transaction
Cities and Jurisdictions in San Diego County
Properties in any of these areas use San Diego County forms:
- Alpine
- Bonita
- Bonsall
- Borrego Springs
- Boulevard
- Camp Pendleton
- Campo
- Cardiff By The Sea
- Carlsbad
- Chula Vista
- Coronado
- Del Mar
- Descanso
- Dulzura
- El Cajon
- Encinitas
- Escondido
- Fallbrook
- Guatay
- Imperial Beach
- Jacumba
- Jamul
- Julian
- La Jolla
- La Mesa
- Lakeside
- Lemon Grove
- Lincoln Acres
- Mount Laguna
- National City
- Oceanside
- Pala
- Palomar Mountain
- Pauma Valley
- Pine Valley
- Potrero
- Poway
- Ramona
- Ranchita
- Rancho Santa Fe
- San Diego
- San Luis Rey
- San Marcos
- San Ysidro
- Santa Ysabel
- Santee
- Solana Beach
- Spring Valley
- Tecate
- Valley Center
- Vista
- Warner Springs
Hours, fees, requirements, and more for San Diego County
How do I get my forms?
Forms are available for immediate download after payment. The San Diego 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 San Diego County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Diego 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 San Diego 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 San Diego County?
Recording fees in San Diego County vary. Contact the recorder's office at (619) 236-3771, 238-8158; (760) 630-1219 North County for current fees.
Have other questions? Contact our support team
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 San Diego County to use these forms. Documents should be recorded at the office below.
This Certificate of Trust meets all recording requirements specific to San Diego County.
Our Promise
The documents you receive here will meet, or exceed, the San Diego 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 Diego 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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October 4th, 2019
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June 28th, 2024
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June 26th, 2021
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September 19th, 2019
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November 30th, 2020
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June 3rd, 2022
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June 28th, 2022
VERY difficult to work with. Nice people. But difficult system. Ask for MANY changes. Why dont you do that as a
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March 8th, 2019
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May 21st, 2025
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August 2nd, 2020
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May 3rd, 2019
that is what I was looking for thanks
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Katherine D.
August 22nd, 2022
Once I found your site it was very easy to understand, order and copy the forms. It is very helpful that you included an example of a completed form. Thank you. This form helps hundreds of seniors avoid lawyers, probate and the fear of losing their homes.
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Lawrence R.
February 4th, 2020
Forms do not allow enough space for fields and cutoff. Need to expand the fields to allow for more writing. I ended up re-typing to be able to include full property description. Would be nice if available in Word format rather than only PDF format.
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