Jefferson County Memorandum of Trust Form

Jefferson County Memorandum of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.

Jefferson County Completed Example of the Memorandum of Trust
Line by line guide explaining every blank on the form.
All 2 documents above included • One-time purchase • No recurring fees
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Additional New York and Jefferson County documents included at no extra charge:
Where to Record Your Documents
Jefferson County Clerk
Watertown, New York 13601
Hours: 9:00am to 5:00pm / July - Aug: 8:30am to 4:00pm
Phone: (315) 785-3200
Recording Tips for Jefferson County:
- Double-check legal descriptions match your existing deed
- White-out or correction fluid may cause rejection
- Ask about their eRecording option for future transactions
- Recording fees may differ from what's posted online - verify current rates
- Multi-page documents may require additional fees per page
Cities and Jurisdictions in Jefferson County
Properties in any of these areas use Jefferson County forms:
- Adams
- Adams Center
- Alexandria Bay
- Antwerp
- Belleville
- Black River
- Brownville
- Calcium
- Cape Vincent
- Carthage
- Chaumont
- Clayton
- Deferiet
- Depauville
- Dexter
- Ellisburg
- Evans Mills
- Felts Mills
- Fishers Landing
- Fort Drum
- Great Bend
- Henderson
- Henderson Harbor
- La Fargeville
- Limerick
- Lorraine
- Mannsville
- Natural Bridge
- Oxbow
- Philadelphia
- Pierrepont Manor
- Plessis
- Redwood
- Rodman
- Sackets Harbor
- Theresa
- Thousand Island Park
- Three Mile Bay
- Watertown
- Wellesley Island
Hours, fees, requirements, and more for Jefferson County
How do I get my forms?
Forms are available for immediate download after payment. The Jefferson 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 Jefferson County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Jefferson 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 Jefferson 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 Jefferson County?
Recording fees in Jefferson County vary. Contact the recorder's office at (315) 785-3200 for current fees.
Questions answered? Let's get started!
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)
Important: Your property must be located in Jefferson County to use these forms. Documents should be recorded at the office below.
This Memorandum of Trust meets all recording requirements specific to Jefferson County.
Our Promise
The documents you receive here will meet, or exceed, the Jefferson 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 Jefferson 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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edward m.
February 27th, 2019
I would rate it 5 stars also. Eddie M.
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John C.
December 1st, 2020
Great site and information. Very useful.
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Steve F.
July 9th, 2021
Fast Service, Easy to use. Highly Recommend!
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Shane T.
March 7th, 2020
The Transfer on Death Deed form package was very good. But like anything, could use some improvements. There is not enough space to fill more than one beneficiary with any level of additional detail like "as his sole and separate property" The area for the legal description could be a bit bigger and potentially fit many legal descriptions. Or it could be made to simply say "See Exhibit A" as is likely necessary for most anyway. The guide should indicate what "homestead property" means so the user doesn't have to research the legal definition. (which turns out to be obvious, at least in my state, if you live there, it's your homestead.) It would be helpful if an "Affidavit of Death" form were included in the package for instances where the current deed hasn't been updated to reflect a widowed owner as the sole owner before recording with only the one signature.
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William G.
July 21st, 2023
Exactly what I needed and saved me a bundle by not having to hire an attorney. My county clerk said it was exactly correct.
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September 15th, 2019
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April 1st, 2021
I was able to find the Certificate of Trust after a little searching. Once found, the remainder of the process was easy. My task was done in no time. It's a great site.
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February 1st, 2021
Excellent documentation. Thank you.
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April 2nd, 2021
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January 21st, 2022
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September 8th, 2022
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May 4th, 2021
Great service as always, thanks!
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September 16th, 2019
It was quick and easy to print and download the forms I needed.
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March 25th, 2019
Forms were spot on and able to save over $100 by not going to an attorney to complete the same documents. There were templates on how forms are supposed to be completed. You just need a notary to sign.
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