Santa Rosa County Certificate of Trust Form

Last validated April 24, 2026 by our Forms Development Team

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.

Document Last Validated 4/21/2026
Santa Rosa County Certificate of Trust Guide

Santa Rosa County Certificate of Trust Guide

Line by line guide explaining every blank on the Certificate of Trust form.

Document Last Validated 4/24/2026
Santa Rosa County Completed Example of the Certificate of Trust Document

Santa Rosa County Completed Example of the Certificate of Trust Document

Example of a properly completed Florida Certificate of Trust document for reference.

Document Last Validated 3/19/2026

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

Important: Your property must be located in Santa Rosa County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Clerk of Courts: Official Records - Administration Center

Address:
6495 Caroline St, Suite A / PO Box 472
Milton, Florida 32570 / 32572

Hours: 8:00am to 4:30pm M-F

Phone: (850) 983-1966

South End Service Center

Address:
5841 Gulf Breeze Pwky
Gulf Breeze, Florida 32563

Hours: Monday-Friday 8am-4:30pm

Phone: (850) 983-1820

Recording Tips for Santa Rosa County:
  • Ask if they accept credit cards - many offices are cash/check only
  • Recording fees may differ from what's posted online - verify current rates
  • Verify the recording date if timing is critical for your transaction

Cities and Jurisdictions in Santa Rosa County

Properties in any of these areas use Santa Rosa County forms:

  • Bagdad
  • Gulf Breeze
  • Jay
  • Milton
  • Navarre

View Complete Recorder Office Guide

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 the applicable formatting requirements used for recording in Santa Rosa 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 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) 983-1966 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 are guaranteed to meet or exceed the applicable Santa Rosa 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 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.

4.8 out of 5 - ( 4699 Reviews )

Patricia K.

August 8th, 2019

Able to find the information that I needed.

Reply from Staff

Thank you!

MARIA G.

July 5th, 2021

I tried 3 local attorneys and got no where , wrong information, to busy and another one was very rude. One said he'd do it then didn't. I was so stressed and tried a different online form company advertising an in person attorney within hours. They did call back but gave me the wrong answer. I needed a form used in NC and knew about it from the clerk of the court. The deadline was approaching, I looked one more time and found Deeds.com. They have the form and the much need instructions and for less than $30.00. I am so pleased and also relived!

Reply from Staff

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

Marilyn G.

June 21st, 2020

Easy to follow instructions

Reply from Staff

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

Jayne C.

April 23rd, 2023

It was very easy to navigate and find what I needed. Very happy with the app.

Reply from Staff

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

Douglas T.

August 9th, 2021

Deeds.com supplied me with forms I needed immediately.

Reply from Staff

Thank you!

Cindy A.

January 14th, 2019

Easy to understand and use. However, need to add line for phone number for preparer - Thanks

Reply from Staff

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

Alexandra M.

April 28th, 2021

Needed a Limited Power of Attorney form for a real estate transaction in another state. Proper form came up immediately and was fairly easy to complete. I think the sample completed form should have been more completely explained in layman's language instead of legalese (such as person granting permission instead of grantor or something like your name and address and the person who will be signing on your behalf) but since the form was one price no matter how many ways it was printed out, it was fine. I just filled it out several ways and had it notarized and sent it to my sister. Whichever combination is appropriate she and the lawyer will have. I found the site easy to navigate

Reply from Staff

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

DAVID H.

March 13th, 2020

perfect. follow examples. no problem at court house. good deed layout.

Reply from Staff

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

Michelle G.

April 26th, 2021

EXCEPTIONAL CUSTOMER SERIVCE!!! THANK YOU!!!

Reply from Staff

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

Erik J.

January 8th, 2021

First time using Deeds.com and feel that your platform is clear and easy to use. I was also pleased with the messaging center and follow-up and also surprised at how quickly our particular deed was recorded and available to view. Having said that, when I first investigated Deeds.com the fee was $15 and as of 1/1/21 it has increased to $19 which I feel is pretty steep for the handling of 1 simple document especially when the turnaround was basically the same day. Your fee was nearly the equivalent of the cost of the Clerk's recording fee. Perhaps you should offer a fee schedule for those of us who are not volume recorders. Just a thought.

Reply from Staff

Thank you!

FREDERICK T C.

November 8th, 2021

simple to follow and easy to use. Thanks

Reply from Staff

Thank you!

Ann D.

December 16th, 2024

I found what my lawyer recommended and was able to download it easily.

Reply from Staff

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

WJ H.

December 6th, 2021

The Quit Claim Deed for the state of Ohio worked for me, saving me the cost of an attorney doing it. O.K., maybe that wouldn't have amounted to more than a few hundred dollars, but anywhere I thought I could save money (and learn something new on top of it) is something I want to do. That said, be forwarned. While I'm not an attorney I'm not averse to spending many hours researching the lingo found in this kind of form and thoroughly understanding exactly how everything has to be filled in. I should add that my ex-wife and I remain friends and she was the one giving me the property/house (thus, technically I filled out the forms on her behalf). Because there was no personal conflict, it made it easier to undertake. Lastly, what others have said about the county office where you must file a Quit Claim Deed not being helpful, that's true in the sense that they do not want to be instructing non-attorneys on filling out the necessary forms. I did take a preliminary draft set of the forms to the county office but was VERY CAREFUL about explaining that I only needed a couple of questions answered about procedure for submitting the final documents. They were helpful once I made it clear I wasn't asking them for "legal advice". And their help was critical as the final submittals requires stopping at three different offices (MapDocuments, Auditor and finally the Recorder's office). So I say thank you to Deeds.com. Their service for the Quit Claim Deed was invaluable.

Reply from Staff

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

Glenn W.

May 5th, 2021

I love this tool and it is easy to work with. The interface is straight forward and notifications are consistently accurate.

Reply from Staff

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

Deborah C.

July 13th, 2019

Good organization and guidance.

Reply from Staff

Thank you!