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California - San Mateo County Certificate of Trust Forms

Express Checkout (Download)

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

Payment Information

Included Forms

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


San Mateo County Certificate of Trust Form Page 1

Certificate of Trust Form - San Mateo County

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

San Mateo County Certificate of Trust Guide Page 1

Certificate of Trust Guide - San Mateo County

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

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

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

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

Included Supplemental Documents

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


Transfer Tax Affidavit (San Mateo County Document)


Certificate of Acknowledgment (San Mateo County Document)


Building Homes and Jobs Act (San Mateo County Document)


Preliminary Change of Ownership Report (San Mateo County Document)


Transfer Tax Exemptions List (San Mateo County Document)


Jurat (San Mateo County Document)


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


Transfer Tax Information Sheet (San Mateo County Document)


Declaration of Exemption Form (San Mateo County Document)


Parent to Child Exclusion Form (San Mateo County Document)


Grandparent to Grandchild Exclusion Form (San Mateo County Document)


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


Affidavit of Cotenant Residency (San Mateo 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 Mateo 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 Mateo 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 Mateo 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 Mateo County that you need to transfer you would only need to order our forms once for all of your properties in San Mateo County.
  • Are these forms guaranteed to be recordable in San Mateo County ?
    • Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Mateo 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 Mateo County

Including:

  • 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

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 Mateo 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 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.

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.

Reply from Staff on September 28th, 2022

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September 28th, 2022

Name: Ming Z.

Review: Definitely 5 Stars !

Reply from Staff on September 28th, 2022

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Name: Howard K.

Review: Great products, quick downloads, the "guides" are extremely helpful. Overall 5 stars!

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Name: Jo Ann M.

Review: Easy from the download to just fill out and print. Good instructions to follow. A cover letter form would be a extra plus

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Name: Bridgit L.

Review: I must admit I was a bit hesitant to record a document online, but I am impressed by how quickly the process took from the initial sign-on, uploading and recording! I will definitely use your services again.

Reply from Staff

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Name: Kari G.

Review: The service was prompt and attentive to my questions. I would've just appreciated a heads up that I also needed to contact the county directly (and provide contact info) to receive a certified copy of the document (Notice of Commencement) in order to submit the certified copy to the Building Department. This was an extra step that I haven't had to complete before using another eRecording service. Even if this extra step is a result of the county's system. I would still have expected a head's up (since there wasn't any info regarding this on the county's site for eRecording).

Reply from Staff

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Name: Linda R.

Review: I was happy to have my payment cancelled when no information was found. And I was given a link to contact the deed office directly.

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Name: Tina C.

Review: Quick and easy ordering and download. Appreciated that I could get the form that is used in my county. Would have like to be able to add paragraphs to form.

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Name: Stephen D.

Review: Very good hope to use in the future.

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Name: Laurie R.

Review: FIVE STARS !!! Clear instructions Easy to navigate Thanks for making this easy for those of us who are not tech savvy

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Name: Lisa G.

Review: Form and info was good

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Name: Charles R.

Review: No review provided.

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Name: John W.

Review: The forms were easy to acquire and easy to use

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Name: Theresa T.

Review: Great source easy to use.

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