Santa Rosa County Certificate of Trust Form
Santa Rosa County Certificate of Trust Form
Fill in the blank Certificate of Trust form formatted to comply with all Florida recording and content requirements.
Santa Rosa County Certificate of Trust Guide
Line by line guide explaining every blank on the Certificate of Trust form.
Santa Rosa County Completed Example of the Certificate of Trust Document
Example of a properly completed Florida Certificate of Trust document for reference.
All 3 documents above included • One-time purchase • No recurring fees
Immediate Download • Secure Checkout
Additional Florida and Santa Rosa County documents included at no extra charge:
Where to Record Your Documents
South End Service Center
Gulf Breeze, Florida 32563
Hours: Monday-Friday 8am-4:30pm
Phone: (850) 983-1820
Clerk of Courts: Official Records - Administration Center
Milton, Florida 32570 / 32572
Hours: 8:00am to 4:30pm M-F
Phone: (850) 983-1966
Recording Tips for Santa Rosa County:
- Bring your driver's license or state-issued photo ID
- Request a receipt showing your recording numbers
- Bring extra funds - fees can vary by document type and page count
- Multi-page documents may require additional fees per page
Cities and Jurisdictions in Santa Rosa County
Properties in any of these areas use Santa Rosa County forms:
- Bagdad
- Gulf Breeze
- Jay
- Milton
- Navarre
Hours, fees, requirements, and more for Santa Rosa County
How do I get my forms?
Forms are available for immediate download after payment. The Santa Rosa 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 Santa Rosa County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Santa Rosa County including margin requirements, content requirements, font and font size requirements.
Can I reuse these forms?
Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Santa Rosa 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 Santa Rosa County?
Recording fees in Santa Rosa County vary. Contact the recorder's office at (850) 983-1820 for current fees.
Questions answered? Let's get started!
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.
Important: Your property must be located in Santa Rosa County to use these forms. Documents should be recorded at the office below.
This Certificate of Trust meets all recording requirements specific to Santa Rosa County.
Our Promise
The documents you receive here will meet, or exceed, the Santa Rosa 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 Santa Rosa 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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