Ontario County Memorandum of Trust Form

Last validated September 2, 2026 by our Forms Development Team

Formatted for recording in Ontario County, for property anywhere in the county: rural and unincorporated areas as well as Bloomfield, Canandaigua, Clifton Springs, East Bloomfield, Farmington, Fishers, Geneva, Gorham and 13 more.

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  • Formatting guarantee

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 7/14/2026
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 9/2/2026

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

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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:
  • Bring your driver's license or state-issued photo ID
  • Ensure all signatures are in blue or black ink
  • Check margin requirements - usually 1-2 inches at top
  • Leave recording info boxes blank - the office fills these
  • Make copies of your documents before recording - keep originals safe

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 the applicable formatting requirements used for recording in Ontario County, including margin requirements, font requirements, and other layout standards. This guarantee applies to formatting, not to the legal sufficiency of information entered by the user or the suitability of a form for a particular transaction.

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. The free Adobe Acrobat Reader is recommended, and most PDF apps also work. 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 county recording office listed above.

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

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Ontario County recording format requirements. If there is a rejection caused by our formatting, we will correct the issue or refund your payment. This guarantee applies to document formatting only and does not extend to information entered by the user, the selection of the form, or the legal effect of the completed document.

Save Time and Money

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