New York Forms

Otsego County Memorandum of Trust Form

Otsego County Memorandum of Trust Form

Otsego County Memorandum of Trust Form

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

Validated 7/21/2025 Preview Form
Otsego County Completed Example of the Memorandum of Trust

Otsego County Completed Example of the Memorandum of Trust

Line by line guide explaining every blank on the form.

Validated 6/26/2025 Preview Form

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

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

Where to Record Your Documents

Otsego County Clerk
Address:
197 Main St / PO Box 710
Cooperstown, New York 13326

Hours: 8:30 am - 4:30 pm / Summer: 9:00 am - 4:00pm

Phone: (607) 547-4276

Recording Tips for Otsego County:
  • Ask if they accept credit cards - many offices are cash/check only
  • Leave recording info boxes blank - the office fills these
  • Request a receipt showing your recording numbers

Cities and Jurisdictions in Otsego County

Properties in any of these areas use Otsego County forms:

  • Burlington Flats
  • Cherry Valley
  • Colliersville
  • Cooperstown
  • East Springfield
  • East Worcester
  • Edmeston
  • Fly Creek
  • Garrattsville
  • Gilbertsville
  • Hartwick
  • Laurens
  • Maryland
  • Milford
  • Morris
  • Mount Vision
  • New Lisbon
  • Oneonta
  • Otego
  • Portlandville
  • Richfield Springs
  • Roseboom
  • Schenevus
  • Schuyler Lake
  • Springfield Center
  • Unadilla
  • Wells Bridge
  • West Burlington
  • West Oneonta
  • Westford
  • Worcester

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Otsego County

How do I get my forms?

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

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

Recording fees in Otsego County vary. Contact the recorder's office at (607) 547-4276 for current fees.

Have other questions? Contact our support team

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 Otsego County to use these forms. Documents should be recorded at the office below.

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

Our Promise

The documents you receive here will meet, or exceed, the Otsego 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 Otsego 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 - ( 4572 Reviews )

Patricia R.

September 26th, 2022

Great Transaction. Easy to follow instructions!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

roger m.

April 2nd, 2019

super clean interface i thank you very much

Reply from Staff

Thank you!

Deborah B.

February 18th, 2019

EVERYTHING WENT WELL, HAD NO PROBLEMS DOWNLOADING MY FORMS. THE ORDER QUICK AND EASY. THANKS IF I EVER NEED AND OF THESES FORMS AGAIN I WILL BE BACK.

Reply from Staff

Thanks Deborah, we really appreciate your feedback.

david t.

January 15th, 2019

No review provided.

Reply from Staff

Thank you!

Kimberly B.

September 22nd, 2020

Absolutely recommend Deeds.com! The process to recording your document is explained step by step. If you have any questions, you just send a message and almost instantly a staff member will reply. Super quick processing. I uploaded my document late Friday afternoon, it was reviewed by Deeds.com staff and sent to the county for recording on Monday. By Tuesday, my document was successfully recorded by the County Recorder's Office and a copy of my recorded document was available for me, as well!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Gertrude H.

October 1st, 2019

I used this form and guide a couple years ago and found it helpful and easy to fill out. Had good results at the Recorder's Office. Would recommend Deeds.com.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

sheila m.

August 26th, 2019

Very happy with the forms. Ease of use and price were points for high marks.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Julie P.

June 30th, 2024

Quick & easy to use. Spoke a lawyer and saved hundreds by doing it myself.

Reply from Staff

Thank you for your feedback Julie, we appreciate you.

Susan P.

May 25th, 2021

Very easy to use, responsive help when the document was initially rejected and very fast service (recorded the deed within 24 hours).

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Stephanie G.

February 28th, 2019

Wonderful. Easier to fill out this form than I thought it would be.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Janette K.

May 17th, 2019

I ordered a Transfer of Deed on Death document. It was easy to fill in, came with a useful guide and was customized to my county/state. It got the job done and was well worth the money!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Stephen G.

January 15th, 2022

Well, we are 10 days from leaving the country for months and needed to notarize and record deed changes to our rental properties. We worried about USPS, UPS, DHL, etc. and hardcopies in the County's bureaucrats' hands. Soooo, we learned of Deeds.com from the County web site via one of the bulk digital recorders telling me about Deeds.com. Hit their site, read their instructions, concluded my tiny brain and decrepit abilities could handle the chore. WITHIN AN HOUR OF UPLOADING EVERYTHING INCLUDING C.C. FOR PMT IT WAS RECORDED AND I printed out copies. WORTH the $$ in speed, convenience and PEACE of mind. Pardon the loud trumpeting.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Rebecca M.

December 28th, 2023

Great service! fast turnaround! I’ve used Deeds.com multiple times, and the software interface is easy to use. I was able to get Deeds for Nevada re-recorded (errors on my lawyers part), quickly with Deeds.com support. Thanks Deeds.com!!

Reply from Staff

It was a pleasure serving you. Thank you for the positive feedback!

David S.

March 7th, 2022

Very good website. All government should be that clear and efficient.

Reply from Staff

Thank you!

Robyn D.

July 28th, 2020

Excellent service, knowledgeable and helpful representatives via the messaging service. Reliable information provided by reps, overall excellent experience.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!