Iowa Forms

Montgomery County Certificate of Trust Form

Montgomery County Certificate of Trust Form

Montgomery County Certificate of Trust Form

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

Document Last Validated 8/14/2025
Montgomery County Certificate of Trust Guide

Montgomery County Certificate of Trust Guide

Line by line guide explaining every blank on the form.

Document Last Validated 5/27/2025
Montgomery County Completed Example of the Certificate of Trust Document

Montgomery County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.

Document Last Validated 6/26/2025

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

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Montgomery County Recorder
Address:
105 E Coolbaugh St / PO Box 469
Red Oak, Iowa 51566

Hours: 8:00am to 4:30pm Monday through Friday

Phone: (712) 623-4363

Recording Tips for Montgomery County:
  • Recorded documents become public record - avoid including SSNs
  • Check margin requirements - usually 1-2 inches at top
  • Both spouses typically need to sign if property is jointly owned
  • Multi-page documents may require additional fees per page

Cities and Jurisdictions in Montgomery County

Properties in any of these areas use Montgomery County forms:

  • Elliott
  • Grant
  • Red Oak
  • Stanton
  • Villisca

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Montgomery County

How do I get my forms?

Forms are available for immediate download after payment. The Montgomery 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 Montgomery County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Montgomery 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 Montgomery 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 Montgomery County?

Recording fees in Montgomery County vary. Contact the recorder's office at (712) 623-4363 for current fees.

Questions answered? Let's get started!

Under Iowa Code 633A.4604, the certification of trust is an official document confirming the terms of a trust as they relate to a specific transaction. Trustees wishing to enter into a transaction in the trust's name may be asked to present a certification of trust to prove the trust's existence and the trustee's authority to enter into the transaction.

A certificate of trust presents the name and date of the trust under which the trustee is acting, as well as the identities of the trust's settlor and trustees. The document provides the name by which the trust will hold title to trust assets, and includes the trust's taxpayer identification number (TIN).

If there is more than one trustee, the certificate identifies who has authority to sign documents relating to the trust and how many co-trustees are required to sign. The document also enumerates the trustee's powers relative to the transaction at hand, and includes the name of any person able to revoke the trust, if applicable. Like other documents affecting real property, the certificate should include the legal description of the subject property.

Finally, the certificate requires statements that the trust has not been revoked, modified, or amended in any manner to cause the representations contained within to be incorrect; that the document is being signed by all acting trustees; and that the certificate is sworn and subscribed to under penalty of perjury before a notary public (Iowa Code 633A.4604(2)).

The statements contained within the certificate may be relied on as if they were fact, but recipients of a certification of trust may request copies of the sections of the trust instrument designating the trustee and conferring the trustee's powers pursuant to Iowa Code 633A.4604(4). A recipient requesting the entire trust document may be liable for damages if a court finds they acted unreasonably in their request (Iowa Code 633A.4604(6)).

Consult a lawyer with questions regarding trust law and certifications of trust, as each situation is unique.

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

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

This Certificate of Trust meets all recording requirements specific to Montgomery County.

Our Promise

The documents you receive here will meet, or exceed, the Montgomery 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

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