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California - San Diego County Certificate of Trust Forms

Express Checkout (Download)

Form Package
Certificate of Trust
State
California
Area
San Diego County
Price
$27.97
Delivery
Immediate Download

Payment Information

Included Forms

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


San Diego County Certificate of Trust Form Page 1

Certificate of Trust Form - San Diego County

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 8/15/2022

San Diego County Certificate of Trust Guide Page 1

Certificate of Trust Guide - San Diego County

Line by line guide explaining every blank on the form.
Included document last updated 6/6/2022

San Diego County Completed Example of the Certificate of Trust Document Page 1

Completed Example of the Certificate of Trust Document - San Diego County

Example of a properly completed form for reference.
Included document last updated 9/7/2022

Included Supplemental Documents

The Following California and San Diego County supplemental forms are included as a courtesy with your order.


Preliminary Change of Ownership Report (San Diego County Document)


Transfer Tax Exemptions List (San Diego County Document)


Declaration of Homestead Form (San Diego County Document)


Certificate of Acknowledgment (San Diego County Document)


Building Homes and Jobs Act (San Diego County Document)


Prelimiary Change of Ownership - Instructions (San Diego County Document)


Declaration of Homestead Spouse Form (San Diego County Document)


Jurat (San Diego County Document)


Building Homes and Jobs Act - Fee Grid (San Diego County Document)


Instructions for Declaration of Homestead Forms (San Diego County Document)


Declaration of Exemption Form (San Diego County Document)


Declaration of Abandonment of Declared Homestead Form (San Diego County Document)


Grandparent to Grandchild Exclusion Form (San Diego County Document)


Affidavit of Cotenant Residency (San Diego County Document)


Parent to Child Exclusion Form (San Diego County Document)


Change in Ownership Statement - Death of Real Property Owner (San Diego County Document)


Transfer Tax Exemptions List (California Document)


Preliminary Change of Ownership Report (California Document)


Certificate of Acknowledgment (California Document)


Building Homes and Jobs Act (California Document)


Jurat (California Document)


Declaration of Exemption Form (California Document)


Parent to Child Exclusion Form (California Document)


Grandparent to Grandchild Exclusion Form (California Document)


Affidavit of Cotenant Residency (California Document)


Change in Ownership Statement - Death of Real Property Owner (California Document)


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 Diego 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?
    • After you submit payment you will see a page listing the San Diego County forms you ordered with a download link to the pdf form file. You download the forms to your computer. You will also receive an email with a link to your download page in case you need it later.
  • What type of files are the forms?
    • All of our San Diego 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 Diego County that you need to transfer you would only need to order our forms once for all of your properties in San Diego County.
  • 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.
  • 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 Diego County

Including:

  • 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

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.

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.

Customer Reviews:

4.8 out of 5 (3722 Reviews)


September 28th, 2022

Name: Angel C.

Review: Solid forms hitting all the marks (statutory requirements) Fairly simple to accomplish what I was looking to do with minimal research. Would certainly use again when needed.

Reply from Staff on September 28th, 2022

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September 28th, 2022

Name: ian a.

Review: Your website advertising was somewhat deceptive regarding doing a quitclaim on a name change. "If you are transferring the property to yourself under your new name, all you have to do is update the deed from your former name to your current one." This made this sound easy. But when I downloaded the material for my state, expecting to find an example, there was no example of how to do a name change quitclaim deed! I therefore had to figure this out myself. You might have provided a warning about certain uses that were not covered in the material so that people know ahead of time that the use they needed to know about wasn't covered in the material.

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Review: Definitely 5 Stars !

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Name: Melody L.

Review: Beware, you cannot save the information you typed and change it later. It will be a PDF upon saving. So if you need corrections...you have to start all over!

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Review: Thank you for your help the website is simple and easy to use and dealing with this county for the 1st time there were a few things i was not too sure about but your staff was prompt and responsive and anytime there was a glitch we were promptly able to resolve the issue until the deed was accepted and recorded by the county great service thanks again.

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Name: Harry W B.

Review: This is a very valuable resource. It was user friendly and made transfer happen in a day!

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Name: Dave S.

Review: Easy to use and get forms I needed. Corporate need for an invoice/receipt could be a bit easier - have to print screen to get any info.

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Name: kevin d.

Review: the quitclaim form worked well with the Nevada Recorders office. Tried other vendors, theirs were rejected.

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