Sonoma County Certificate of Trust Form
Last validated July 20, 2026 by our Forms Development Team
Sonoma County Certificate of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
Sonoma County Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Sonoma 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 Sonoma County documents included at no extra charge:
Where to Record Your Documents
Clerk-Recorder-Assessor-Registrar
Santa Rosa, California 95403 / 95402
Hours: 8:00 to 5:00, Wed until 4:00 / Same-day Recording until 4:00
Phone: (707) 565-2651
Recording Tips for Sonoma County:
- Ensure all signatures are in blue or black ink
- Leave recording info boxes blank - the office fills these
- Check margin requirements - usually 1-2 inches at top
- Bring extra funds - fees can vary by document type and page count
Cities and Jurisdictions in Sonoma County
Properties in any of these areas use Sonoma County forms:
- Annapolis
- Bodega
- Bodega Bay
- Boyes Hot Springs
- Camp Meeker
- Cazadero
- Cloverdale
- Cotati
- Duncans Mills
- El Verano
- Eldridge
- Forestville
- Fulton
- Geyserville
- Glen Ellen
- Graton
- Guerneville
- Healdsburg
- Jenner
- Kenwood
- Monte Rio
- Occidental
- Penngrove
- Petaluma
- Rio Nido
- Rohnert Park
- Santa Rosa
- Sebastopol
- Sonoma
- Stewarts Point
- The Sea Ranch
- Valley Ford
- Villa Grande
- Vineburg
- Windsor
Hours, fees, requirements, and more for Sonoma County
How do I get my forms?
Forms are available for immediate download after payment. The Sonoma 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 Sonoma County?
Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Sonoma 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 Sonoma 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 Sonoma County?
Recording fees in Sonoma County vary. Contact the recorder's office at (707) 565-2651 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 Sonoma County to use these forms. Documents should be recorded at the office below.
This Certificate of Trust meets all recording requirements specific to Sonoma County.
Our Promise
The documents you receive here are guaranteed to meet or exceed the applicable Sonoma 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
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