San Luis Obispo County Certificate of Trust Form
San Luis Obispo County Certificate of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
San Luis Obispo County Certificate of Trust Guide
Line by line guide explaining every blank on the form.
San Luis Obispo 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 Luis Obispo County documents included at no extra charge:
Where to Record Your Documents
San Luis Obispo Office
San Luis Obispo, California 93408-1003
Hours: Monday through Friday 8:00am to 5:00pm
Phone: (805) 781-5080
Atascadero Office
Atascadero, California 93422
Hours: Monday through Friday 7:30am to 4:00pm
Phone: (805) 461-6041
Recording Tips for San Luis Obispo County:
- White-out or correction fluid may cause rejection
- Bring extra funds - fees can vary by document type and page count
- Leave recording info boxes blank - the office fills these
- Ask about their eRecording option for future transactions
- Both spouses typically need to sign if property is jointly owned
Cities and Jurisdictions in San Luis Obispo County
Properties in any of these areas use San Luis Obispo County forms:
- Arroyo Grande
- Atascadero
- Avila Beach
- Cambria
- Cayucos
- Creston
- Grover Beach
- Harmony
- Los Osos
- Morro Bay
- Nipomo
- Oceano
- Paso Robles
- Pismo Beach
- San Luis Obispo
- San Miguel
- San Simeon
- Santa Margarita
- Shandon
- Templeton
Hours, fees, requirements, and more for San Luis Obispo County
How do I get my forms?
Forms are available for immediate download after payment. The San Luis Obispo 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 Luis Obispo County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Luis Obispo 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 Luis Obispo 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 Luis Obispo County?
Recording fees in San Luis Obispo County vary. Contact the recorder's office at (805) 781-5080 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 Luis Obispo County to use these forms. Documents should be recorded at the office below.
This Certificate of Trust meets all recording requirements specific to San Luis Obispo County.
Our Promise
The documents you receive here will meet, or exceed, the San Luis Obispo 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 Luis Obispo 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 - ( 4573 Reviews )
Shane J.
April 21st, 2020
Easy to use and quickly filed documents!
Thank you!
Craig H.
August 18th, 2022
Awesome service! It was so quick and easy.
Thank you for your feedback. We really appreciate it. Have a great day!
Allen P.
January 7th, 2023
Information very useful and helpful. It would be helpful to inform purchasers that legal size paper is needed to print documents. We had to run to the store and purchase some.
Thank you for your feedback. We really appreciate it. Have a great day!
Deborah O.
June 3rd, 2019
Response time was fantastic. I had no idea it would be so quick. I would definitely use again. They send you a message if they need additional information, etc. I would rate them a 10+ on a 1-10 scale
Thank you for your feedback. We really appreciate it. Have a great day!
Janette K.
May 17th, 2019
I ordered a Transfer of Deed on Death document. It was easy to fill in, came with a useful guide and was customized to my county/state. It got the job done and was well worth the money!
Thank you for your feedback. We really appreciate it. Have a great day!
Herbert W.
September 29th, 2020
The service was fast and professional. So much easier than going to the courthouse. I recommend this to anyone who has to record documents at the Clerk's office.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Kris D.
February 7th, 2022
The Executor's Guide needs more info about what to put for grantee (estate of deceased or my name as executor?) and the price (something nominal like $10?) before there is a buyer. The guide seems to use only one example.
Thank you for your feedback. We really appreciate it. Have a great day!
Marites T.
April 6th, 2023
Extremely helpful team of professionals who are patient when you need to get things filed correctly. Very small price for the comfort of knowing your DOCUMENTS are FILED with you local Recorder's Office. Some of the filings, if they are correctly formatted are already uploaded and official within a few hours. Here's the ALTERNATIVE you may encounter. For Example: King County Recorder's Office moved which means most filings are backed up 7-10 days if you DROP your filing in a BOX with your CHECK or MAIL IT. Neither is a great option, since they have no WALK IN HOURS.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Peggy D.
August 26th, 2021
Very helpful in finding the information for me. Quick response. Very easy to use the forms.
Thank you for your feedback. We really appreciate it. Have a great day!
Ronald C.
January 8th, 2019
Waste of money. The deed form was not printable after completion. Had to create a new form in word on my own.
Sorry to hear that you had printing issues. If you had contacted us we might have been able to help troubleshoot your issue. We certainly do not want you to have to pay for something you could not use. We have canceled your order and refunded your payment.
Truc T.
October 19th, 2021
great DIY site.
Thank you!
patricia l b.
August 1st, 2021
Wonderful service, very user friendly!
Thank you for your feedback. We really appreciate it. Have a great day!
Carolyn D.
March 18th, 2022
The sight provided exactly what I needed and was easy to use. I was able to download the type of Deed I used and was completely satisfied with the website.
Thank you!
Dianne J.
August 25th, 2020
Happy to give you a 5 star rating. We have never been a position to get changes on and record our own deed. You made the process very easy. Submitted my forms on a Friday, made one correction that was requested of me, paid our fees and the received notification of deed being recorded the next Tuesday. Wonderful work on your part and super easy for me. Thanks!
Thank you for your feedback. We really appreciate it. Have a great day!
Timothy K.
April 7th, 2021
Excellent service. Fast turnaround within one day. Reasonable pricing for services.
Thank you!