Suffolk County Memorandum of Trust Form

Additional New York and Suffolk County documents included at no extra charge:

Where to Record Your Documents

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Cities and Jurisdictions in Suffolk County

Properties in any of these areas use Suffolk County forms:

• Amagansett
• Amityville
• Aquebogue
• Babylon
• Bay Shore
• Bayport
• Bellport
• Blue Point
• Bohemia
• Brentwood
• Bridgehampton
• Brightwaters
• Brookhaven
• Calverton
• Center Moriches
• Centereach
• Centerport
• Central Islip
• Cold Spring Harbor
• Commack
• Copiague
• Coram
• Cutchogue
• Deer Park
• East Hampton
• East Islip
• East Marion
• East Moriches
• East Northport
• East Quogue
• East Setauket
• Eastport
• Farmingville
• Fishers Island
• Great River
• Greenlawn
• Greenport
• Hampton Bays
• Hauppauge
• Holbrook
• Holtsville
• Huntington
• Huntington Station
• Islandia
• Islip
• Islip Terrace
• Jamesport
• Kings Park
• Lake Grove
• Laurel
• Lindenhurst
• Manorville
• Mastic
• Mastic Beach
• Mattituck
• Medford
• Melville
• Middle Island
• Miller Place
• Montauk
• Moriches
• Mount Sinai
• Nesconset
• New Suffolk
• North Babylon
• Northport
• Oakdale
• Ocean Beach
• Orient
• Patchogue
• Peconic
• Port Jefferson
• Port Jefferson Station
• Quogue
• Remsenburg
• Ridge
• Riverhead
• Rocky Point
• Ronkonkoma
• Sag Harbor
• Sagaponack
• Saint James
• Sayville
• Selden
• Shelter Island
• Shelter Island Heights
• Shirley
• Shoreham
• Smithtown
• Sound Beach
• South Jamesport
• Southampton
• Southold
• Speonk
• Stony Brook
• Upton
• Wading River
• Wainscott
• Water Mill
• West Babylon
• West Islip
• West Sayville
• Westhampton
• Westhampton Beach
• Wyandanch
• Yaphank

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

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

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Suffolk 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.

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