Florida - Lake County Certificate of Trust Forms

Included Forms

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

---

---

---

---

Included Supplemental Documents

The Following Florida and Lake County supplemental forms are included as a courtesy with your order.

---

Cover Page (Florida Document)

---

Transfer/Stamp Tax Reference Sheet (Florida Document)

---

Transfer/Stamp Tax Reference Sheet 2 (Florida Document)

---

Transfer Tax Exemption Statement (Florida Document)

---

Tax Form for Registered Taxpayers / DR-225 (Florida Document)

---

Tax Form for Non-registered Taxpayers / DR-228 (Florida Document)

---

Florida Statute 196.031 Exemption of homesteads (Florida Document)

---

Homestead Application (Florida Document)

---

Required Documentation (Florida Document)

---

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

• Lake County

Including:

• Altoona
• Astatula
• Astor
• Clermont
• Eustis
• Ferndale
• Fruitland Park
• Grand Island
• Groveland
• Howey In The Hills
• Lady Lake
• Leesburg
• Mascotte
• Minneola
• Montverde
• Mount Dora
• Okahumpka
• Paisley
• Sorrento
• Tavares
• Umatilla
• Yalaha

What is the Florida Certificate of Trust?

Governed by the Florida Trust Code under Fla. Stat. 736.1017, any trustee may execute and sign a certification of trust in lieu of furnishing a trust instrument (Fla. Stat. 736.1017(2)). The document is proof of a trust's existence, as well as the trustee's authority to act on behalf of the trust.

Lending institutions or other parties might ask for a certification of trust before processing a request, such as opening an account in the trust's name or transferring assets into or out of the trust. The certification contains only the information about the trust needed for the specific pending transaction, and the identities of those having a beneficial interest in the trust remain confidential; trust documents are usually unrecorded and therefore not a matter of public record.

A recipient can request excerpts of the trust instrument concerning the appointment of the trustee and the trustee's powers, as well as excerpts of relevant amendments, but may rely upon information presented in the certificate as fact.

The requirements for a valid certification of trust include the trust's name and date of the trust instrument; the settlor's name; the acting trustee's name; and the trustee's powers relevant to the situation. In addition, the certificate states whether the trust is irrevocable or revocable, and who has the power to revoke the trust in the case of the latter. If the transaction involves real estate, include the legal description of the subject property or properties.

If the trust has more than one acting trustee, the certificate shows who is authorized to sign documents relating to the trust, and how many are required to sign. The certificate also confirms the name by which the trustee, as representative of the trust, is to take title to trust assets.

Finally, the certificate requires a statement that the trust has not been modified in any way that would invalidate any information presented within.

The executing trustee signs the certificate in the presence of a notary public and two witnesses, as per Fla. Stat. 117.05. If the document is being recorded, submit it in the county in which the subject real property is located.

Contact a lawyer with any questions regarding certifications of trust or trust law in the State of Florida, as each situation is unique.

Our Promise

The documents you receive here will meet, or exceed, the Lake 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 Lake 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 (3741 Reviews)

---

October 7th, 2022

Name: Teresa F.

Review: Great! Received documents to download immediately and was able to do the needed with the information and instructions. Thank you

Reply from Staff on October 7th, 2022

Thank you!

---

October 7th, 2022

Name: JoAnn T.

Review: Very happy! This was a very easy to use web site, the form came with directions and an example, both were very helpful. I will absolutely use Deeds.com in the future.

Reply from Staff on October 7th, 2022

Thank you for your feedback. We really appreciate it. Have a great day!

---

October 6th, 2022

Name: Donna W.

Review: Answered all of my questions and was very easy to use. I will use Deeds.com to do all of my real estate forms from now on. Thanks.

Reply from Staff on October 6th, 2022

Thank you!

---

Name: leila m.

Review: Very good service, friendly customer service I absolutely will use the service again

Reply from Staff

Thank you!

---

Name: Christine S.

Review: Very good site! I found everything I needed right here on Deeds.com. Excellent quality forms, easy access, perfect delivery, reasonable price

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

---

Name: Barbara M.

Review: We love this service - so easy to use and quick. It is the second time we have used Deeds.com, in two different states. Wonderful service!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

---

Name: Emily P.

Review: Used the quitclaim form and the erecording service. Very smooth transaction, everything worked as it should.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

---

Name: Kevin M.

Review: good so far. will wait to see what happens

Reply from Staff

Thank you!

---

Name: Stephen D.

Review: The service was very helpful and fast saving me time. I am sure I will use it again. Thank you

Reply from Staff

Thanks Stephen! Have a fantastic day.

---

Name: BROOKE W.

Review: Great fillable form! And the separate instruction sheet was detailed and very clear. I particularly appreciate you including a sample of a completed form. I've filled in real estate forms before but never this one, and there were some things I didn't know.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

---

Name: Thomas W.

Review: Very quick and responsive. Faster than finding out by mail if you've done something incorrectly. Very satisfied with offerings and service.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

---

Name: Sandra W.

Review: No issues with the forms.

Reply from Staff

Thank you!

---

Name: Linda W.

Review: Fast service. From the time I sent my Quit Claim Deed to deeds.com, and six hours later my deed was recorded. It was painless, great convenience.

Reply from Staff

Thank you!

---

Name: Terry C.

Review: It is a difficult challenge -- trying to take the needless jargon out of legal transactions so ordinary citizens can manage their affairs. Deeds.com hasn't solved all the problems, but has made a super effort to help us achieve self-sufficiency.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

---

Name: Ronald S.

Review: fantastic forms, great service!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

---