Louisiana Forms

Lafayette Parish Extract of Trust Form

Lafayette Parish Extract of Trust Form

Lafayette Parish Extract of Trust Form

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

Validated 3/3/2025 Preview Form
Lafayette Parish Extract of Trust Guide

Lafayette Parish Extract of Trust Guide

Line by line guide explaining every blank on the form.

Validated 2/14/2025 Preview Form
Lafayette Parish Completed Example of the Extract of Trust Document

Lafayette Parish Completed Example of the Extract of Trust Document

Example of a properly completed form for reference.

Validated 4/9/2025 Preview Form

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

Additional Louisiana and Lafayette Parish documents included at no extra charge:

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

Where to Record Your Documents

Clerk of Court, Recording Department

Address:
800 S Buchanan St / PO Box 2009
Lafayette, Louisiana 70501 / 70502

Hours: 8:30 to 4:30 M-F

Phone: (337) 291-6310

Recording Tips for Lafayette Parish:
  • Bring your driver's license or state-issued photo ID
  • Bring extra funds - fees can vary by document type and page count
  • Ask about their eRecording option for future transactions
  • Avoid the last business day of the month when possible

Cities and Jurisdictions in Lafayette Parish

Properties in any of these areas use Lafayette Parish forms:

  • Broussard
  • Carencro
  • Duson
  • Lafayette
  • Milton
  • Scott
  • Youngsville

How do I get my forms?

Forms are available for immediate download after payment. The Lafayette Parish 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 Lafayette Parish?

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

Recording fees in Lafayette Parish vary. Contact the recorder's office at (337) 291-6310 for current fees.

Have other questions? Contact our support team

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. (Louisiana EOT Package includes form, guidelines, and completed example)

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

This Extract of Trust meets all recording requirements specific to Lafayette Parish.

Our Promise

The documents you receive here will meet, or exceed, the Lafayette Parish 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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