San Diego County Certificate of Trust Form
Last validated July 20, 2026 by our Forms Development Team
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 Guide
Line by line guide explaining every blank on the form.

San Diego 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 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:
- Double-check legal descriptions match your existing deed
- Ask if they accept credit cards - many offices are cash/check only
- Leave recording info boxes blank - the office fills these
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 the applicable formatting requirements used for recording in San Diego 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 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.
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 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 are guaranteed to meet or exceed the applicable San Diego 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
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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July 31st, 2022
It was easy to download, received it quickly, the sample really helped. I would like if some of the text was editable. for instance - the addresses were defaulted with the state of filing while we lived in another one.
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March 2nd, 2019
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June 10th, 2019
excellent reference
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May 6th, 2022
Had a difficult time finding my download after purchase. Thankfully I had printed the form and had. However it was read only and I'm not experienced enough to be able to change that. So I went into my word program and typed in the form. I should be able to use it for my purpose. Just glad I was finally able to find it after hours of searching online. I'm in my 70's and not real computer intelligent which may have been part of the problem
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January 22nd, 2019
It was easy to use the form. The notary said it contained the most recent language which is also helpful.
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October 7th, 2022
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February 19th, 2021
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March 31st, 2020
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Tonia H.
October 6th, 2021
Could not be happier with the forms received. Everything went smooth from completing them to getting them recorded. No easy feat with our recorder, always seems to be an issue but not this time... Very Happy!
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July 9th, 2019
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April 22nd, 2021
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Darrell P.
February 23rd, 2019
My legal description exceeds the avaiable space in the one page Exhibit A...any way to add a second page as 'Exhibit A (continued)'?
It is not required to use the included exhibit page. Simply label your printed legal description as the appropriate exhibit.
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April 9th, 2024
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April 3rd, 2024
Downloaded pdf form was difficult to use,/modify and has too much space between sections.
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March 2nd, 2019
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