Westchester County Memorandum of Trust Form
Last validated June 24, 2026 by our Forms Development Team
Westchester County Memorandum of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
Westchester County Completed Example of the Memorandum of Trust
Line by line guide explaining every blank on the form.
All 2 documents above included • One-time purchase • No recurring fees
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Additional New York and Westchester County documents included at no extra charge:
Where to Record Your Documents
Westchester County Clerk
White Plains, New York 10601
Hours: 8:00am to 5:00pm M-F
Phone: (914) 995-3080 or 3094
Recording Tips for Westchester County:
- Bring your driver's license or state-issued photo ID
- Check that your notary's commission hasn't expired
- Both spouses typically need to sign if property is jointly owned
- Recorded documents become public record - avoid including SSNs
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
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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Yvonne R.
December 1st, 2020
Quick and easy, however, I couldn't get the guide to download.
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Robert F.
January 19th, 2019
Came with all the paperwork that I needed plus a lot more paperwork than what I needed. Covered all the bases! The instructions were a big help. Easy fill in the blanks. Had no problem filing the paperwork afterword at the County Clerks office. Definitely worth the $20.
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Brian S.
March 2nd, 2026
PDF fields change font sizes leading to an unprofessional-appearing printed page. The examples for "Convey to" section don't include how to specify just one person instead of a married couple. Maybe that is simple but it would help to spell it out in an example. Haven't submitted to County Recorder yet, so will find out if it is acceptable.
Thank you for the feedback Brian.
The font issue is caused by using a PDF viewer other than Adobe Acrobat Reader. Our form fields are set to a uniform 12-point font, but non-Adobe viewers often render form fields inconsistently. Opening and printing the form with the free Adobe Acrobat Reader will resolve that.
Regarding the examples, that's a fair point, we'll look at expanding them.
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December 28th, 2021
The website is easy to navigate. Unfortunately, you were not able to record the deed. However, I appreciate the fast response.
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March 26th, 2022
Wonderful!! So easy to locate the file you need and printing is a snap!! Thank you so much for this service! I will definitely be sharing your site!!
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September 14th, 2021
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Idiat A.
January 20th, 2023
Service was fast and easy to use. But let documents appear clearer next time.
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MARTI M.
September 6th, 2025
The transaction was fairly simple. thank you
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Frankie A.
February 19th, 2021
Deeds.com recorded documents for me without any issue. It's a good service and provides a lot of assistance on its web site. However, I asked for a printed receipt (i.e. an pdf copy of one), but after a staff provided me with an obvious answer, they simply ignored my follow up requests. I also asked a simple formatting question that they should have been able to answer; instead, they passed the buck and referred me to the recorder, which currently is a very time-consuming venture. They also have no telephone number for any issue. Generally, the service saves me the time and effort of physically recording a document, but when you think about $19.00 per recording seems like a steep price for the services rendered.
We appreciate your feedback Frankie. We are glad that we were able to submit your documents as requested. Sorry to hear that we let you down in other areas. We do encourage you to shop around for services that may better suit your needs. Have a wonderful day.
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December 13th, 2020
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Rebecca H.
May 22nd, 2021
I thought the forms were reasonably priced, the instructions included in the packet were thorough, and the examples helpful. Thank you for the additional CDR forms too. I contacted the Recorder's office via email with a question and Jennifer Bowser answered promptly. Job well done! However, when I delivered the deed and Real Property Transfer Declaration to the Clerk's office in Lafayette, the clerk was unfamiliar with the Declaration document being submitted and it took some time to convince her to submit the form without charging the recording fee. She even tried to phone the recorder's office for clarification, but no one answered. There then was an additional form at that office that I had to complete called Recording Request/Transmittal Form. I would suggest including that form with instructions in your on-line packet to speed up the process when a Deed is delivered to the County Clerk's satellite office. I do not expect every clerk to know all the particulars of recording requirements but a little knowledge wouldn't hurt.
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Veronica G.
November 11th, 2020
Excellent service A+
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August 13th, 2021
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December 8th, 2020
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February 14th, 2019
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