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California - Sonoma County Certificate of Trust Forms

Express Checkout (Download)

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

Payment Information

Included Forms

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


Sonoma County Certificate of Trust Form Page 1

Certificate of Trust Form - Sonoma County

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

Sonoma County Certificate of Trust Guide Page 1

Certificate of Trust Guide - Sonoma County

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

Sonoma County Completed Example of the Certificate of Trust Document Page 1

Completed Example of the Certificate of Trust Document - Sonoma County

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

Included Supplemental Documents

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


Preliminary Change of Ownership Report (Sonoma County Document)


Transfer Tax Exemptions List (Sonoma County Document)


Certificate of Acknowledgment (Sonoma County Document)


Building Homes and Jobs Act (Sonoma County Document)


Jurat (Sonoma County Document)


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


Declaration of Exemption Form (Sonoma County Document)


Grandparent to Grandchild Exclusion Form (Sonoma County Document)


Affidavit of Cotenant Residency (Sonoma County Document)


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


Parent to Child Exclusion Form (Sonoma 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 Sonoma 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 Sonoma 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 Sonoma 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 Sonoma County that you need to transfer you would only need to order our forms once for all of your properties in Sonoma County.
  • Are these forms guaranteed to be recordable in Sonoma County ?
    • Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Sonoma 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:

  • Sonoma County

Including:

  • 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

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 Sonoma 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 Sonoma 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:

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September 28th, 2022

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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.

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