Sonoma County Certificate of Trust Form

Last validated June 5, 2026 by our Forms Development Team

Sonoma County Certificate of Trust Form

Sonoma County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.

Document Last Validated 5/25/2026
Sonoma County Certificate of Trust Guide

Sonoma County Certificate of Trust Guide

Line by line guide explaining every blank on the form.

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

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

Where to Record Your Documents

Clerk-Recorder-Assessor-Registrar

Address:
585 Fiscal Dr, Room 103 / PO Box 1709
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:
  • Documents must be on 8.5 x 11 inch white paper
  • Check that your notary's commission hasn't expired
  • Make copies of your documents before recording - keep originals safe
  • Leave recording info boxes blank - the office fills these

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

View Complete Recorder Office Guide

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

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.

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December 31st, 2020

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May 22nd, 2026

I was able to download the TOD deed form with no issues and it showed immediately. I appreciate that there is a sample provided on how to complete the form. Once downloaded this form is yours and can be changed ,if you make an error. This form is not complicated and is recognized by the County Court House where I filed the document. I am very pleased this form is available to process on my own and the fee is very reasonable. TY.

Reply from Staff

Thank you, Mary Lou. We are glad the transfer on death deed downloaded smoothly and that the completed sample made the process clear. It is great to hear your county recorded it without any trouble. We built these forms so property owners can handle the filing themselves with confidence, and at a fair one-time price. Thank you for choosing Deeds.com.

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April 29th, 2021

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December 23rd, 2018

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June 26th, 2020

I downloaded the forms, which was very easy, and filled them out with the help of the very helpful instructions! I was able to go down to my court house and file the forms within 24 hours of downloading! I am at peace knowing my son's will avoid a lot of headaches when I pass because my property deed will transfer to them without probate court TOD !!!!

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May 24th, 2022

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December 18th, 2020

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July 22nd, 2022

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