Berkshire County Trustee Deed Form (Massachusetts)

The following Massachusetts and Berkshire County supplemental forms are included as a courtesy with your order:

When using these Trustee Deed forms, the subject real estate must be physically located in Berkshire County. The executed documents should then be recorded in one of the following offices:

Local jurisdictions located in Berkshire County include:

• Adams
• Ashley Falls
• Becket
• Berkshire
• Cheshire
• Dalton
• Drury
• East Otis
• Glendale
• Great Barrington
• Hinsdale
• Housatonic
• Lanesboro
• Lee
• Lenox
• Lenox Dale
• Mill River
• Monterey
• North Adams
• North Egremont
• Otis
• Pittsfield
• Richmond
• Sandisfield
• Savoy
• Sheffield
• South Egremont
• South Lee
• Southfield
• Stockbridge
• Tyringham
• West Stockbridge
• Williamstown
• Windsor

Used to convey title to real property held in a living (non-testamentary) trust, the trustee's deed takes its name from the party executing the conveyance, the trustee. In Massachusetts, the trustee's deed typically carries quitclaim covenants guaranteeing title against claims arising only under the grantor's duration of ownership.

Trusts are governed by the Massachusetts Uniform Trust Code at chapter 203E of the Massachusetts General Laws. In a trust, the trustee holds legal title to property conveyed into trust by the trust's settlor, for the benefit of a beneficiary. A beneficiary is someone with a present or future interest in the trust (G.L.c. 203E, 103). The terms of the trust, including a designation of the trustee, the trustee's powers, and the trust's beneficiary, are set forth in the trust instrument, which is executed by the settlor and generally not recorded.

Conveyances by trustee are generally accompanied by a trustee's certificate under G.L.c. 184, 35, evidencing the trustee's authority in the transaction at hand. The trustee's certificate is recorded separately, either simultaneously with the deed conveying real property into trust, or when the trustee acts upon the title.

The Massachusetts Real Estate Bar Association (REBA) Title Standard 33 also addresses transfers by trustees. The standard states that recipients of a trustee's deed are not obligated to inquire into the trustee's authority if the trustee's certificate is presented, which recites that third parties may rely without inquiry on the acts of said trustee. The standard also applies if a trustee's certificate is unrecorded or unreferenced in the transfer, but the transfer is executed by all trustees appearing of record to be trustees.

Apart from naming each acting trustee, the trustee's deed recites the name of the trust and contains a reference to the trustee's certificate, if any, of record. The document should also contain a reference to the prior instrument granting title to the trustee. As the conveyance affects real property, the deed requires a legal description of the affected parcel. Each acting trustee must sign the deed in the presence of a notary public for a valid transfer.

Consult a lawyer for guidance, as trust law can quickly become complex, and each situation is unique.

(Massachusetts TD Package includes form, guidelines, and completed example)

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