San Mateo County Certificate of Trust Form

Last validated June 23, 2026 by our Forms Development Team

San Mateo County Certificate of Trust Form

San Mateo 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 Mateo County Certificate of Trust Guide

San Mateo County Certificate of Trust Guide

Line by line guide explaining every blank on the form.

Document Last Validated 6/5/2026
San Mateo County Completed Example of the Certificate of Trust Document

San Mateo 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 Mateo County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

San Mateo County Recorder

Address:
555 County Center, 1st floor
Redwood City, California 94063-1665

Hours: Monday through Friday 8:00am to 5:00pm

Phone: (650) 363-4500

Recording Tips for San Mateo County:
  • Ensure all signatures are in blue or black ink
  • White-out or correction fluid may cause rejection
  • Recording fees may differ from what's posted online - verify current rates
  • Some documents require witnesses in addition to notarization

Cities and Jurisdictions in San Mateo County

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

  • Atherton
  • Belmont
  • Brisbane
  • Burlingame
  • Daly City
  • El Granada
  • Half Moon Bay
  • La Honda
  • Loma Mar
  • Menlo Park
  • Millbrae
  • Montara
  • Moss Beach
  • Pacifica
  • Pescadero
  • Portola Valley
  • Redwood City
  • San Bruno
  • San Carlos
  • San Francisco
  • San Gregorio
  • San Mateo
  • South San Francisco

View Complete Recorder Office Guide

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

How do I get my forms?

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

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

Recording fees in San Mateo County vary. Contact the recorder's office at (650) 363-4500 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 Mateo County to use these forms. Documents should be recorded at the office below.

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

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable San Mateo 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 Mateo 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 - ( 4741 Reviews )

Allen O.

November 29th, 2020

The website was easy to use and the forms will guide me as our family sells interest in property to other family members in Central New York.

Reply from Staff

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Priscilla Z.

November 7th, 2022

Very user friendly and easy. I appreciated the sample deed that was provided. Definitely recommend!

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Adriana B.

December 29th, 2023

The explanations about the processes and descriptions of the forms makes it easy to understand which forms to use.

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Todd W.

September 3rd, 2020

Communication is hard. The reps need to be empowered and encouraged to call the customers when necessary. They encourage 300 dpi resolution and under 2 MB PDF file, which is not even possible with our scanner. They made a vague comment about a legal description looking abbreviated but did not explain. They refused to call me. They said the county said "Image is light please darken", but the image looked fine to me. Maybe not their fault, but they refused to help work with the county on that for me. I followed their suggestion though and re-scanned at 300 dpi, but they misunderstood me and did not re-submit it right away. Over 48 hours later, it's still not recorded yet. I hope it will be today.

Reply from Staff

Thank you for your feedback Todd.

Alvera A.

May 6th, 2023

Very easy to find my documents, download and print them!

Reply from Staff

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Julie G.

November 30th, 2020

Great online tool to get your deeds recorded without having to go downtown! Will be using deeds.com for all our future recordings!

Reply from Staff

Thank you!

Wilma D.

August 7th, 2020

The certification of trust looks fine to me. I printed it and filled it out and had it notarized today. I have not sent it to the company that wants it yet so that will be the test. They are very picky. If they have any comment I will let you know.

Reply from Staff

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

Barbara C.

February 27th, 2020

Excellent site; easy to use

Reply from Staff

Thank you!

Carlin L.

March 14th, 2019

I have yet to have my Certification of Trust notarized nor have I gone to my bank to see if it's acceptable I hope it will be it was rather easy to do thank you so much.

Reply from Staff

Thank you for your feedback Carlin.

Kathy B.

April 19th, 2019

Used this service in 2016 and had NO problems with getting all the correct paperwork submitted and I would definitely recommend this company

Reply from Staff

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Sallie S.

January 24th, 2019

Great speedy service with access to areas beyond my reach.

Reply from Staff

Thank you Sallie, have a great day!

Rachel C.

January 18th, 2021

This service is a game-changer. I work all over and being able to e-record so easily has been so effective for my business.

Reply from Staff

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BARBARA S.

November 22nd, 2020

Easy to use; great back-up documentation; reasonably priced.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Karen B.

January 13th, 2020

Completed although having the sample really helped. Now to file.

Reply from Staff

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George S.

September 16th, 2021

Excellent product- very easy to use. Will use again...

Reply from Staff

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