Albany County Memorandum of Trust Form (New York)

All Albany County specific forms and documents listed below are included in your immediate download package:

Memorandum of Trust Form

Albany County Memorandum of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Albany County compliant document last validated/updated 4/2/2025

Completed Example of the Memorandum of Trust

Albany County Completed Example of the Memorandum of Trust

Line by line guide explaining every blank on the form.
Included Albany County compliant document last validated/updated 6/26/2025

When using these Memorandum of Trust forms, the subject real estate must be physically located in Albany County. The executed documents should then be recorded in the following office:

Albany County Clerk - County Courthouse

16 Eagle St, Rm 128, Albany, New York 12207-1077

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

Phone: (518) 487-5100

Local jurisdictions located in Albany County include:

  • Albany
  • Alcove
  • Altamont
  • Berne
  • Clarksville
  • Coeymans
  • Coeymans Hollow
  • Cohoes
  • Delmar
  • Dormansville
  • East Berne
  • Feura Bush
  • Glenmont
  • Guilderland
  • Guilderland Center
  • Knox
  • Latham
  • Medusa
  • Newtonville
  • Preston Hollow
  • Ravena
  • Rensselaerville
  • Selkirk
  • Slingerlands
  • South Bethlehem
  • Troy
  • Voorheesville
  • Watervliet
  • Westerlo

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Albany County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Albany County using our eRecording service.
Are these forms guaranteed to be recordable in Albany County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Albany County including margin requirements, content requirements, font and font size requirements.

Can the Memorandum of Trust forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Albany County that you need to transfer you would only need to order our forms once for all of your properties in Albany County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by New York or Albany County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Albany County Memorandum of Trust forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

Using a New York Memorandum of Trust

In New York, trustees of personal trusts use a memorandum of trust to certify the existence of a trust and their authority to act on behalf of the trust. The memorandum is used in place of the actual trust document and provides only essential information about the trust for lending institutions or other third parties. In this way, information that may be personal in nature, such as the designated beneficiaries under the trust, is kept confidential.

The memorandum is executed and signed by the grantor of the trust under the trust instrument, as well as the trust's formal name and date of origination. It identifies the trustee and any successor trustees with power to act on behalf of the trust.

The difference between a declaration of trust and a trust agreement, as designated in the memorandum of trust document, is the grantor's relationship to the trustee. If the trustee and the grantor are the same person and the grantor controls trust assets, the trust falls under a declaration of trust. If the grantor and the trustee are separate people and the trustee controls the trust assets, trust is under a trust agreement [1].

The distinction between a declaration of trust and a trust agreement also affects the name by which the trust takes title to real property as a grantee. In the following example, "John Doe," under a declaration of trust, serves as both grantor and trustee: "John Doe, trustee under declaration of trust dated mm/dd/yyyy." Under a trust agreement, the grantor name is included as well: "John Doe under agreement with Robert Grantor dated mm/dd/yyyy" [1].

All recorded documents relating to real property in the State of New York are required to include a physical description of the property, as well as the section, lot, block, and unit numbers.

[1] https://www.treasurydirect.gov/indiv/planning/plan_estate_trustsq_a.pdf

(New York MOT Package includes form, guidelines, and completed example)

Our Promise

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

Get your Albany County Memorandum 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.

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JAMES D.

July 10th, 2025

Slick as can be and so convenient.rnrnWorked like a charm

Reply from Staff

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MARY LACEY M.

June 30th, 2025

Great service! Recording was smooth and swiftly performed. Deeds.com is an excellent service.rn

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Robert F.

June 30th, 2025

Breeze.... It feels silly to hire an attorney to do this for just one beneficiary. Thanks.

Reply from Staff

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Julie K.

September 4th, 2023

The process for obtaining document itself was easy, and the included guide and example are great! rnI do have an issue with the format itself, though. The form has pre-defined text boxes, which cannot be altered without partially rebuilding the entire document. For the 'property description' field on the Mineral Deed form, the text box is not large enough for the rather lengthy legal description entered on my original plat.rnFortunately, I have a copy of Adobe Pro, so I have been able to re-build the doc to accommodate this short-coming.

Reply from Staff

Thank you for taking the time to provide feedback on our legal form. We're pleased to hear that you found the process for obtaining the document and the included guide beneficial.

We understand and appreciate your concern regarding the formatting and size limitations of certain fields, especially the 'property description' field. Our forms are designed to adhere to specific formatting requirements that are often mandated for legal compliance. Making direct alterations to the document can result in them becoming non-conforming, which is why we advise customers to use an exhibit page when their legal description is extensive or does not fit.

Alan M.

December 3rd, 2021

The packet I downloaded was complete and useful, and process was not unduly opaque. However, I would have liked to download the whole packet, about 6 files, all at one go. Still, the forms provided the complete solution to my situation.

Reply from Staff

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

Kelli W.

October 5th, 2022

Fantastic documents! Easy to complete, looked great after I filled them in and printed them. No problems with the notary or recorder (recorder clerk actually said they see deeds.com documents all the time and they love em cause it makes their job easier). Highly recommend!!

Reply from Staff

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Richard G.

August 28th, 2022

I was not able to add more linea to the deed and add up to four people and their addresses. The document should be able to be expanded.

Reply from Staff

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

Angela A.

May 12th, 2022

The forms, instructions and example of the completed Interspousal Transfer Deed was very helpful. I was able to complete all necessary forms quickly and bring them to the County Recorder's Office for filing with no problems. It was a great relief, and I didn't even need to hire an attorney. Thank you!

Reply from Staff

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

JOANN S.

November 8th, 2020

easy to use and understand forms. saved completed on my computer with no issues, even emailed them to my son for printing. recommend.

Reply from Staff

Thank you for the kind words Joann, have an amazing day!

Matthew M.

February 15th, 2023

Needed copy of deed in trust. Found info here, paid on line and then printed the docs. Easy to use, no driving to city offices, No parking fees, no waiting in line. Done fast and easy. Love it.

Reply from Staff

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

Ronald L.

January 21st, 2021

There is not enough room on the form to describe my property which was taken directly from the previous deed. Other than that worked as expected.

Reply from Staff

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christopher c.

May 22nd, 2025

Everything was professionally, handled and the process was simple and easy. I appreciated the responsiveness and recommendations from the reviewer of my package and look forward to getting my other submissions done. Wish I knew about this process sooner, thanks

Reply from Staff

Thanks, Christopher! We're glad the process was smooth and our team could help. Looking forward to assisting with your future submissions!

Tony W.

May 27th, 2022

I have not completed the forms yet but they appear to be exactly what I need for the purpose they are intended. Thanks

Reply from Staff

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Peggy R.

April 11th, 2022

Thank you it was quick and easy

Reply from Staff

Thank you!

Laurie F.

February 24th, 2019

I am so glad I found Deeds.com. You had exactly what I needed and made it easy to download. I have bookmarked you in the event of further inquiry. Thank you.

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