Westchester County Memorandum of Trust Form

Last validated May 29, 2026 by our Forms Development Team

Westchester County Memorandum of Trust Form

Westchester County Memorandum of Trust Form

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

Document Last Validated 5/29/2026
Westchester County Completed Example of the Memorandum of Trust

Westchester County Completed Example of the Memorandum of Trust

Line by line guide explaining every blank on the form.

Document Last Validated 5/1/2026

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

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

Where to Record Your Documents

Westchester County Clerk

Address:
110 Dr. Martin Luther King Jr. Blvd
White Plains, New York 10601

Hours: 8:00am to 5:00pm M-F

Phone: (914) 995-3080 or 3094

Recording Tips for Westchester County:
  • White-out or correction fluid may cause rejection
  • Check margin requirements - usually 1-2 inches at top
  • Leave recording info boxes blank - the office fills these

Cities and Jurisdictions in Westchester County

Properties in any of these areas use Westchester County forms:

  • Amawalk
  • Ardsley
  • Ardsley On Hudson
  • Armonk
  • Baldwin Place
  • Bedford
  • Bedford Hills
  • Briarcliff Manor
  • Bronxville
  • Buchanan
  • Chappaqua
  • Cortlandt Manor
  • Crompond
  • Cross River
  • Croton Falls
  • Croton On Hudson
  • Dobbs Ferry
  • Eastchester
  • Elmsford
  • Goldens Bridge
  • Granite Springs
  • Harrison
  • Hartsdale
  • Hastings On Hudson
  • Hawthorne
  • Irvington
  • Jefferson Valley
  • Katonah
  • Larchmont
  • Lincolndale
  • Mamaroneck
  • Maryknoll
  • Millwood
  • Mohegan Lake
  • Montrose
  • Mount Kisco
  • Mount Vernon
  • New Rochelle
  • North Salem
  • Ossining
  • Peekskill
  • Pelham
  • Pleasantville
  • Port Chester
  • Pound Ridge
  • Purchase
  • Purdys
  • Rye
  • Scarsdale
  • Shenorock
  • Shrub Oak
  • Somers
  • South Salem
  • Tarrytown
  • Thornwood
  • Tuckahoe
  • Valhalla
  • Verplanck
  • Waccabuc
  • West Harrison
  • White Plains
  • Yonkers
  • Yorktown Heights

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Westchester County

How do I get my forms?

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

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Westchester 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 Westchester 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 Westchester County?

Recording fees in Westchester County vary. Contact the recorder's office at (914) 995-3080 or 3094 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 Westchester County to use these forms. Documents should be recorded at the office below.

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

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Westchester 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 Westchester 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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June 27th, 2020

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February 2nd, 2021

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February 14th, 2022

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May 29th, 2021

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April 23rd, 2021

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November 11th, 2020

One thing I would suggest that could be changed is the last page because we have a trust and I had to retype that page to include the trust and both trustee's signatures.

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February 11th, 2021

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February 25th, 2023

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June 21st, 2023

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Sorry to hear that James. Some documents can certainly be more difficult than others. Your order and payment has been canceled. We do hope that you find something more suitable to your needs and aesthetic requirements elsewhere.

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January 22nd, 2019

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