San Mateo County Certificate of Trust Form
Last validated July 20, 2026 by our Forms Development Team
San Mateo County Certificate of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
San Mateo County Certificate of Trust Guide
Line by line guide explaining every blank on the form.
San Mateo 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 Mateo County documents included at no extra charge:
Where to Record Your Documents
San Mateo County Recorder
Redwood City, California 94063-1665
Hours: Monday through Friday 8:00am to 5:00pm
Phone: (650) 363-4500
Recording Tips for San Mateo County:
- White-out or correction fluid may cause rejection
- Make copies of your documents before recording - keep originals safe
- Consider using eRecording to avoid trips to the office
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
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.
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February 9th, 2025
I found the process of downloading and completing the documents very user friendly. Thank you for the Declare Value instructions. It was easy to follow, though a sample of the declaration form would be very useful. I didn't know how to list my "capacity" so I left it blank so the recorder could advise me. Otherwise, thank you so much for being available for people who are capable of completing simple legal tasks without the expense of a lawyer. Thank you, thank you, thank you!!!
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