San Francisco County Certificate of Trust Form

Last validated July 3, 2026 by our Forms Development Team

San Francisco County Certificate of Trust Form

San Francisco County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document Last Validated 6/23/2026
San Francisco County Certificate of Trust Guide

San Francisco County Certificate of Trust Guide

Line by line guide explaining every blank on the form.

Document Last Validated 7/3/2026
San Francisco County Completed Example of the Certificate of Trust Document

San Francisco County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.

Document Last Validated 5/19/2026

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

Important: Your property must be located in San Francisco County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Assessor-Recorder's Main Office

Address:
City Hall - 1 Dr Carlton B Goodlett Pl, Rm 190
San Francisco, California 94102-4698

Hours: Monday through Friday 8:00am - 5:00pm / Recording until 4:00pm

Phone: (415) 554-5596

Recording Tips for San Francisco 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
  • Bring extra funds - fees can vary by document type and page count

Cities and Jurisdictions in San Francisco County

Properties in any of these areas use San Francisco County forms:

  • San Francisco

View Complete Recorder Office Guide

Hours, fees, requirements, and more for San Francisco County

How do I get my forms?

Forms are available for immediate download after payment. The San Francisco 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 Francisco County?

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in San Francisco 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 Francisco 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 Francisco County?

Recording fees in San Francisco County vary. Contact the recorder's office at (415) 554-5596 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 Francisco County to use these forms. Documents should be recorded at the office below.

This Certificate of Trust meets all recording requirements specific to San Francisco County.

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable San Francisco 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 Francisco 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.

4.8 out of 5 - ( 4754 Reviews )

Daisy R.

March 15th, 2026

I did my Lady Bird Deed in a way the instruction indicated to do. The example you provided make it easy to understand. Thank you

Reply from Staff

Happy we could assist. Thank you for sharing your experience.

Paula M.

October 15th, 2021

So far it seems good. I am still trying to send information to this company so they can help me with the deed.

Reply from Staff

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

Kelli M.

April 27th, 2020

It is easy to use but difficult to know when the document has been reviewed for recording and when the invoice is ready. It would be helpful for the website to send an email automatically once the document(s) are ready to be recorded to let you know what the time line is.....Thank you for your help.

Reply from Staff

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

Catherine W.

May 7th, 2019

I appreciate your prompt and honest response. You did not find what I was looking for but You also did not charge Me. It was a pleasure working with You.

Reply from Staff

Thank you for your feedback Catherine, sorry we were unable to find what you needed. Have a wonderful day.

Klint D.

October 2nd, 2020

Quick and easy

Reply from Staff

Thank you!

Kim H.

October 17th, 2020

Great site. quick turnaround and communication. I needed an exception that they told me I needed and where to get the info within hours. I returned warranty deed with exception and the deed was recorded the same day! Great turnaround!

Reply from Staff

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

Shantu S.

December 1st, 2022

Easy to follow directions and complete the Deed.

Reply from Staff

Thank you!

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.

Reply from Staff

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

George Y.

June 24th, 2021

Thought it was great, no issues. Very convenient especially dealing with difficult municipalities and a post COVID world. Thanks

Reply from Staff

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

Georgette S.

March 12th, 2020

Very easy form to us. Instructions very good.

Reply from Staff

Thank you!

John B.

December 20th, 2025

I purchased the Notice of Completion form because the City of Chula Vista did not have a "fillable" version of this form on their website. The Deeds.com version of this form is somewhat different than the City's version (8 numbered paragraphs vs. 11 numbered paragraphs.) However, it contains the same information in a different format. This form provided more blank space to fill in important items- like a long ownership name- than the version on the City's website. The recorder's office was satisfied with this form as I hand-delivered it to the Recorder's Office and they approved it for recording. Overall, I found this form easy to use and found the extra blank space for writing on the form helpful. My one comment for possible improvement is: it would be even more helpful (particularly for attorney users) to have strike-out capability. I would have liked having the ability to strike-out inapplicable portions of long awkward sentences. Still, I would use this form again.

Reply from Staff

Your feedback means a lot to us. Thank you.

Linda W.

April 21st, 2020

The Quitclaim deed form was fine. Unfortunately, all I wanted to accomplish was to transfer property held in my name into my trust, but I could not any wording on the information you provided on how to accomplish this. It was not a sale, just a transfer from me to me as trustee.

Reply from Staff

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

Tracey T.

July 19th, 2019

Lots of great information. Might need to view it again but found it very helpful!

Reply from Staff

Thank you!

Pamela G.

November 18th, 2020

I have an apple phone. I could not fill in the form to pay because apple phones do not have a dash that can be used when the field requires a phone number with a dash. I had to borrow an android phone in which the telephone keypad had a dash that could be used. It was easy to pay using an android phone but impossible to pay using an apple phone. Remove the requirement for dashes to allow apple phones to use this service.

Reply from Staff

Thank you!

Ariel S.

June 3rd, 2020

Awesome....love the ease of use and response.

Reply from Staff

Thank you for the kinds words Ariel, we appreciate you! Have a fantastic day!