| My Account |  |
Extract of Trust Form - Iberia Parish
Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 2/11/2020
Extract of Trust Guide - Iberia Parish
Line by line guide explaining every blank on the form.
Included document last updated 1/23/2020
Completed Example of the Extract of Trust Document - Iberia Parish
Example of a properly completed form for reference.
Included document last updated 1/15/2020
*The Following Louisiana and Iberia Parish supplemental forms are included as a courtesy with your order.
Notary Certificates
The supplemental forms in this section can be used as loose certificates by notaries in the state.
Including:
Extract of Trust: A Lagniappe that Will Set You up Right
A lagniappe is a little something extra. It might be the unexpected addition to make a recipe a little more exciting -- like a bit of chicory in an average cup of coffee. For a Louisiana trust containing titled property, an extract of trust is the lagniappe that brings the important facts into focus.
Under R.S. 9:2092(A) of the Louisiana Trust Code, "If at any time the trust property of either an inter vivos trust or a testamentary trust includes immovable [real property] or other property the title to which must be recorded in order to affect third parties, a trustee shall file . . . an extract of trust . . . for record in each parish in which the property is located."
The extract of trust, as the name suggests, is an abstract of the information about the trust. It is executed by either the trust's settlor or the trustee. The settlor is the person who created the trust (9:1761), and the trustee is any "person to whom title to the trust property is transferred to be administered by him as a fiduciary" and who is designated by the trust instrument (9:1781).
The document requires the name and date of the trust and a statement as to whether the trust is revocable or irrevocable. It contains the name of each settlor and trustee, as well as the name of each beneficiary or a description of the beneficiary. A beneficiary is "a person for whose benefit the trust is created and may be a natural person, corporation, partnership, or other legal entity having the capacity to receive property," and is designated in the trust instrument (R.S. 9:1801, 9:1802).
An extract also requires a legal description of the real property contained by the trust, as well as the limitations or restrictions on the trustee's power to sell, lease, or mortgage real property. Pursuant to R.S. 9:2092(B)(2), "any limitation or restriction in the trust instrument on the power of the trustee to sell, lease, or mortgage immovable property shall not be effective against third persons unless it is noted or recited in the extract of trust."
Consult a lawyer, as Louisiana trust law can quickly become complicated, and each situation is unique.
Get your Iberia Parish Extract 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.
The documents you receive here will meet, or exceed, the Iberia Parish recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
4.7 out of 5 (1155 Reviews) February 19th, 2020
Name: Patsy B.
Review: This website is very user friendly. I easily found the form I needed and was given an example for filling it out. Highly recommend this website!
Reply from Staff on February 19th, 2020
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
February 19th, 2020
Name: Shellie J.
Review: Documents are great and easy to use, just wish there was a page helping to know where to mail documents to with an amount since it tells you mailing in is an option.
Reply from Staff on February 19th, 2020
Thank you for your feedback. We really appreciate it. Have a great day!
February 17th, 2020
Name: Doris P.
Review: Easy to understand and fill out Beneficiary Deed, but when I tried to download finished form, it disappeared! Luckily I had printed it first and had to fill out again.
Reply from Staff on February 17th, 2020
Thank you!
February 16th, 2020
Name: Mercedes B.
Review: Great site. It lets your fingers do the walking. It took me half a day to get deed info a couple of years ago. Thanks Deeds.com
Reply from Staff on February 16th, 2020
Thank you for your feedback. We really appreciate it. Have a great day!
February 15th, 2020
Name: Anthony L.
Review: I recently needed an affidavit of death. The form and help tools made it easy to fill out and file. the Recorder accepted this form . Which made the experience painless and easy . All things considered..
Reply from Staff on February 15th, 2020
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
February 14th, 2020
Name: Sherilyn L.
Review: Easy to use & cost is great Thank you
Reply from Staff on February 14th, 2020
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
February 13th, 2020
Name: Sol B.
Review: Got me all the info I was looking for Thanks you deeds.com
Reply from Staff on February 14th, 2020
Thank you!
February 13th, 2020
Name: ANGELA S.
Review: My E-deed was not excepted by the county, so I had to snail mail the documents to the recorders office. Will probably not use this site again, as it did not fulfill my purpose, but would recommend to those who do not have complicated forms.
Reply from Staff on February 13th, 2020
Thank you for your feedback. We really appreciate it. Have a great day!
February 13th, 2020
Name: Teresa R.
Review: Zero problems, ended up with quality documents. Will use again.
Reply from Staff on February 13th, 2020
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
February 13th, 2020
Name: Janis H.
Review: Amazing! Great forms - created the quitclaim fairly easy, recorded with no issues. Thanks!
Reply from Staff on February 13th, 2020
Thank you for your feedback. We really appreciate it. Have a great day!