Ontario County Memorandum of Trust Form
Last validated May 29, 2026 by our Forms Development Team
Ontario County Memorandum of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.

Ontario County Completed Example of the Memorandum of Trust
Line by line guide explaining every blank on the form.
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Additional New York and Ontario County documents included at no extra charge:
Where to Record Your Documents
Ontario County Clerk
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
- White-out or correction fluid may cause rejection
- Verify all names are spelled correctly before recording
- Ask about their eRecording option for future transactions
- Recording fees may differ from what's posted online - verify current rates
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
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. 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 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
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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August 11th, 2020
Ordered the quitclaim forms. Amazing value! Received everything I needed and then some. The forms were easy to use and understand with the help of the guide. The best part was that once completed I used deeds.com's e-recording service to submit the document for recording (our county offices are still closed). Outstanding!
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February 28th, 2019
I had an issue due to the fact that I had many beneficiaries. I was and still am not sure how to handle this. We do have Adobe Pro and can modify the form, if needed. But I would like to talk to your organization for more information.
While we are unable to assist you specifically with completing the document we can note that this is addressed in the guide. Information that does not fit in the available space should be included in an exhibit page.
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