New York Forms

Ontario County Memorandum of Trust Form

Ontario County Memorandum of Trust Form

Ontario County Memorandum of Trust Form

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

Document Last Validated 8/20/2025
Ontario County Completed Example of the Memorandum of Trust

Ontario County Completed Example of the Memorandum of Trust

Line by line guide explaining every blank on the form.

Document Last Validated 6/26/2025

All 2 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Ontario County Clerk
Address:
20 Ontario St
Canandaigua, New York 14424

Hours: 8:30 to 5:00 M-F

Phone: (585) 396-4200

Recording Tips for Ontario County:
  • White-out or correction fluid may cause rejection
  • Ask about their eRecording option for future transactions
  • Recorded documents become public record - avoid including SSNs
  • Leave recording info boxes blank - the office fills these

Cities and Jurisdictions in Ontario County

Properties in any of these areas use Ontario County forms:

  • Bloomfield
  • Canandaigua
  • Clifton Springs
  • East Bloomfield
  • Farmington
  • Fishers
  • Geneva
  • Gorham
  • Hall
  • Honeoye
  • Ionia
  • Manchester
  • Naples
  • Oaks Corners
  • Phelps
  • Port Gibson
  • Seneca Castle
  • Shortsville
  • Stanley
  • Victor
  • West Bloomfield

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Ontario County

How do I get my forms?

Forms are available for immediate download after payment. The Ontario 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 Ontario County?

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

Recording fees in Ontario County vary. Contact the recorder's office at (585) 396-4200 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 Ontario County to use these forms. Documents should be recorded at the office below.

This Memorandum of Trust meets all recording requirements specific to Ontario County.

Our Promise

The documents you receive here will meet, or exceed, the Ontario 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 Ontario 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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January 11th, 2019

I downloaded the gift deed and I can not type my info onto it what am I doing wrong. Please advise

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Sounds like you may be trying to complete the form in your browser. The document needs to be downloaded and saved to you computer, then opened in Adobe.

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June 7th, 2021

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July 22nd, 2020

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February 6th, 2019

I downloaded the wrong form, how do I change this, or can I?

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Michael D.

November 9th, 2019

I sent Deeds.com an email with a question, asking for a little guidance as to which form(s) I need, but I'm waiting for a reply. My wife and I own 3 homes (2 in Indiana & 1 in Florida). We are needing to deed each to ourselves and put them into our living trust. I asked Deeds.com to please help by suggesting which forms I need for this. I do not want to get the wrong ones. I have not received a reply yet. When I receive a helpful reply and am able to purchase the correct forms, I am fairly certain my rating will go from 1 to 5. I withhold judgement until later.

Reply from Staff

Thank you for your feedback Michael. We make available do it yourself deed documents. We do not prepare documents or provide legal advice. If you have done research and are still unsure of which documents you need we are not the website for you. We highly recommend seeking the advice of a legal professional familiar with your specific situation moving forward. Have a wonderful day.

Malissa B.

May 1st, 2024

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Reply from Staff

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February 1st, 2022

I am a lawyer and purchased a specialized type of deed for a special scenario. The product received was functional, but not great. Wording is slightly clunky and the form layout was not convenient for making a professional final product. The wording also didn't contemplate a remote-state probate, which is a common scenario. Something about the PDF prevented me from doing cut and paste, so I had to do OCR to get the relevant text for inserting in my existing draft deed. Finally, while the site claims it is customized for the exact state and county, it does not appear to be well-customized for that purpose and I had to use other language (not sourced from the deeds.com document) to meet local norms.

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March 24th, 2022

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August 9th, 2022

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June 17th, 2019

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March 31st, 2022

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