Palm Beach County Certificate of Trust Form (Florida)

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

Certificate of Trust Form

Palm Beach County Certificate of Trust Form

Fill in the blank Certificate of Trust form formatted to comply with all Florida recording and content requirements.
Included Palm Beach County compliant document last validated/updated 5/27/2025

Certificate of Trust Guide

Palm Beach County Certificate of Trust Guide

Line by line guide explaining every blank on the Certificate of Trust form.
Included Palm Beach County compliant document last validated/updated 5/23/2025

Completed Example of the Certificate of Trust Document

Palm Beach County Completed Example of the Certificate of Trust Document

Example of a properly completed Florida Certificate of Trust document for reference.
Included Palm Beach County compliant document last validated/updated 6/20/2025

When using these Certificate of Trust forms, the subject real estate must be physically located in Palm Beach County. The executed documents should then be recorded in one of the following offices:

County Clerk/Comptroller: Recording Dept - Main Courthouse

205 North Dixie Hwy, Rm 4.25 / PO Box 4177, West Palm Beach, Florida 33401 / 33402-4177

Hours: 8:00am - 4:00pm M-F

Phone: (561) 355-2991

North County Courthouse

3188 PGA Blvd, Palm Beach Gardens, Florida 33410

Hours: 8:00 to 4:00 M-F

Phone: Document drop-off only

South County Courthouse

200 W Atlantic Ave, Delray Beach, Florida 33444

Hours: 8:00 to 4:00 M-F

Phone: Document drop-off only

West County Courthouse

2950 State Rd 15, Belle Glade, Florida 33430

Hours: 8:00 to 4:00 M-F

Phone: Document drop-off only

Midwestern Community Service Center

200 Civic Center Way, Suite 500, Royal Palm Beach, Florida 33411

Hours: 8:00 to 4:00 M-F

Phone: Document drop-off only

Local jurisdictions located in Palm Beach County include:

  • Belle Glade
  • Boca Raton
  • Boynton Beach
  • Bryant
  • Canal Point
  • Delray Beach
  • Jupiter
  • Lake Harbor
  • Lake Worth
  • Loxahatchee
  • North Palm Beach
  • Pahokee
  • Palm Beach
  • Palm Beach Gardens
  • Royal Palm Beach
  • South Bay
  • West Palm Beach

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Palm Beach County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Palm Beach County using our eRecording service.
Are these forms guaranteed to be recordable in Palm Beach County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Palm Beach County including margin requirements, content requirements, font and font size requirements.

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 Palm Beach County that you need to transfer you would only need to order our forms once for all of your properties in Palm Beach County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Florida or Palm Beach 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.

What type of files are the forms?

All of our Palm Beach 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.

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.

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.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

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.

(Florida Certificate of Trust Package includes form, guidelines, and completed example)

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 Palm Beach 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 Palm Beach 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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June 30th, 2025

Great service! Recording was smooth and swiftly performed. Deeds.com is an excellent service.rn

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June 30th, 2025

Breeze.... It feels silly to hire an attorney to do this for just one beneficiary. Thanks.

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June 29th, 2025

Everything that was stated to be included in my order was complete. Very satisfied

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HELEN F.

July 12th, 2019

Was straight to the point... Easy to read instructions... smooth process

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April 11th, 2022

Well not sure yet since I have only downloaded these forms but I read the reviews and this helped me determine if I will use your web site. I will gladly give a good review if this form serves me well!!!

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Cynthia H.

January 12th, 2019

No review provided.

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Freddy S.

August 2nd, 2019

great job

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Cindy N.

August 2nd, 2024

Our home was in only my husband’s name and as we are getting older, it was time to add my name to the Deed to avoid potential issues in the future. Our experience with Deeds.com was wonderful. The website is user friendly, instructions written in layman’s terms, straightforward and easy to follow. Very reasonably priced. I highly recommend using Deeds.com.

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December 19th, 2018

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Jayar L.

May 23rd, 2024

I just completed my first deed filing and I’m very happy with the experience. The deeds staff was extremely supportive and helpful in guiding me through the learning curve of being my first filing without legal assistance. They saved me a ton in legal fees.

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March 12th, 2019

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Sammy K.

March 31st, 2021

A very streamlined, easy-yo-follow process of recording documents during the COVID-19 era. There was no delay in reviewing and submitting the uploaded documents to the deed office in the jurisdiction. Thanks!

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Heleena C.

January 4th, 2021

The free additional forms that came with the form I ordered were invaluable as well. Worth every penny!

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August 30th, 2023

excellent

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October 15th, 2020

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