Monroe County Memorandum of Trust Form

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

Monroe 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
Immediate Download • Secure Checkout
Additional New York and Monroe County documents included at no extra charge:
Where to Record Your Documents
Monroe County Clerk - County Office Building
Rochester, New York 14614
Hours: 9:00am to 5:00pm M-F
Phone: 585-753-1600
Recording Tips for Monroe County:
- Verify all names are spelled correctly before recording
- Double-check legal descriptions match your existing deed
- Recording fees may differ from what's posted online - verify current rates
- Bring extra funds - fees can vary by document type and page count
- Check margin requirements - usually 1-2 inches at top
Cities and Jurisdictions in Monroe County
Properties in any of these areas use Monroe County forms:
- Adams Basin
- Brockport
- Churchville
- Clarkson
- East Rochester
- Fairport
- Hamlin
- Henrietta
- Hilton
- Honeoye Falls
- Mendon
- Morton
- Mumford
- North Chili
- North Greece
- Penfield
- Pittsford
- Rochester
- Rush
- Scottsville
- Spencerport
- Webster
- West Henrietta
Hours, fees, requirements, and more for Monroe County
How do I get my forms?
Forms are available for immediate download after payment. The Monroe 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 Monroe County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Monroe 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 Monroe 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 Monroe County?
Recording fees in Monroe County vary. Contact the recorder's office at 585-753-1600 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 Monroe County to use these forms. Documents should be recorded at the office below.
This Memorandum of Trust meets all recording requirements specific to Monroe County.
Our Promise
The documents you receive here will meet, or exceed, the Monroe 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 Monroe 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.
4.8 out of 5 - ( 4580 Reviews )
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December 16th, 2021
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April 29th, 2020
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September 9th, 2020
I am a litigator based in Lee County that rarely needs to record deeds or mortgages. However, at times, the settlement or resolution of a dispute results in the conveyance of real property. I ended up in a situation where a deed to real property in Bradford County needed to be recorded on behalf of a client. My usual e-recording vendor does not include that County. Registering with Bradford County's regular e-recording vendor would have required an expensive and unnecessary annual fee. Deeds.com was easy to use, inexpensive and fast. I highly encourage its use, especially for lawyers that occasionally need to record instruments but do not do so regularly.
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March 8th, 2025
very helpful
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December 28th, 2020
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January 4th, 2024
Bought a transfer on death deed form and it worked great. Easy to fill out and record with the County. Got some helpful information from the county recorders office before filling out the form. I found out that I could use one deed for 2 properties. Saved me money not having to pay fees for 2 deeds.
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April 24th, 2024
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October 15th, 2022
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October 10th, 2019
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May 3rd, 2019
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May 15th, 2024
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August 22nd, 2019
Forms were perfect, guide was very helpful. Passed recording official's scrutiny with flying colors. Will be back should the need arise.
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Lindsay B.
February 16th, 2019
The form was easy to fill out. The only problem I had was on the Notary page I live in a different state than the property and I couldn't change the name of the state or county where the notary had to sign.
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