Cleveland County Certificate of Trust Form

Cleveland County Certificate of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.

Cleveland County Certificate of Trust Guide
Line by line guide explaining every blank on the form.

Cleveland County Completed Example of the Certificate of Trust Document
Example of a properly completed form for reference.
All 3 documents above included • One-time purchase • No recurring fees
Additional North Carolina and Cleveland County documents included at no extra charge:
Where to Record Your Documents
Cleveland County Register of Deeds
Shelby, North Carolina 28151
Hours: 8:00 to 5:00 M-F
Phone: (704) 484-4834
Recording Tips for Cleveland County:
- Ensure all signatures are in blue or black ink
- Ask if they accept credit cards - many offices are cash/check only
- Check that your notary's commission hasn't expired
- Request a receipt showing your recording numbers
Cities and Jurisdictions in Cleveland County
Properties in any of these areas use Cleveland County forms:
- Boiling Springs
- Casar
- Earl
- Fallston
- Grover
- Kings Mountain
- Lattimore
- Lawndale
- Mooresboro
- Polkville
- Shelby
- Waco
Hours, fees, requirements, and more for Cleveland County
How do I get my forms?
Forms are available for immediate download after payment. The Cleveland 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 Cleveland County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Cleveland 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 Cleveland 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 Cleveland County?
Recording fees in Cleveland County vary. Contact the recorder's office at (704) 484-4834 for current fees.
Have other questions? Contact our support team
North Carolina Certification of Trust
Codified under the North Carolina Uniform Trust Code, which governs testamentary and non-testamentary trusts, the certification of trust at NCGS 36C-10-1013 is a document verifying a trust's existence and a trustee's authority to act in the transaction for which the certificate is being presented.
A trust is an arrangement whereby a settlor transfers property to another person (the trustee), who holds it for the benefit of a third (the beneficiary). A testamentary trust takes effect upon the settlor's death as specified by his/her will, and a non-testamentary (inter vivos) trust takes effect during the settlor's lifetime, and functions pursuant to the terms established by the settlor in an unrecorded document called the trust instrument.
As the trust's administrator, the trustee handles the trust's assets and sees to the trust's affairs. Upon entering into a transaction involving the trust, a trustee can present a certification of trust to establish his authority to do so. The certificate contains the essential information about the trust that is necessary for the business at hand, allowing the trust instrument (containing the full scope of the trust's assets, the trustee's obligations, and identity of the beneficiary) to remain private.
Any trustee may execute a trust certificate ( 36C-10-1013(b)). In it, the trustee confirms that "the trust has not been revoked, modified, or amended in any manner that would cause the representations contained in the certification of trust to be incorrect" ( 36C-10-1013(c)). Recipients of a trustee's certificate may rely upon the statements contained within the document as correct without further inquiry ( 36C-10-1013(f)).
A certification of trust in North Carolina must state that the trust exists, and provide the date of the trust instrument. Unless withheld under a provision of the trust instrument, the document names each settlor, or person who contributes property to the trust ( 36C-1-103(17)). The certificate identifies the trust as either revocable or irrevocable, and gives the name of anyone holding a power to revoke the trust.
It also includes the name and address of the trust's currently acting trustee, along with a description of the trustee's powers relevant to the transaction for which the certificate is presented. If the trust has multiple trustees, the certificate shows how many trustees are required to exercise trustee powers, and which trustees have the authority to sign documents relating to the trust. It also specifies how trust assets will be titled (usually in the name of the trustee as representative of the trust).
Recipients of a certificate can request excerpts from the trust document designating the trustee and conferring the relevant powers necessary for the pending transaction unto the trustee ( 36C-10-1013(e)). Requesting that the trustee provide the entire trust instrument opens the recipient of a certification of trust up to certain liabilities under 36-10-1013(h). Note that this excludes the right to obtain a copy of the trust instrument in a legal proceeding involving the trust ( 36-10-1013(i)).
The certificate should also include the trust's taxpayer identification number, unless this number is the social security number of a settlor. If the taxpayer ID is rescinded from the document, however, it "shall be certified by the trustee to the person acting in reliance upon the certification of trust in a manner reasonably satisfactory to that person" ( 36C-10-1013(j)).
For transactions involving real property held in trust in North Carolina, the certification should meet all form and content requirements for real estate documents, including a legal description of the property subject to the transaction. The document may be recorded with the register of deeds in the county where the real property is located (36-10-1013(j)).
Talk to a lawyer with any questions regarding trusts and certifications of trust in North Carolina.
(North Carolina COT Package includes form, guidelines, and completed example)
Important: Your property must be located in Cleveland County to use these forms. Documents should be recorded at the office below.
This Certificate of Trust meets all recording requirements specific to Cleveland County.
Our Promise
The documents you receive here will meet, or exceed, the Cleveland 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 Cleveland County Certificate 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 )
Leslie Y.
December 10th, 2019
I had my doubts going in but was pleasantly surprised at the thoroughness of the documents and information provided. Will use again.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Hanne R.
November 17th, 2020
excellent
Thank you!
Lynn H.
January 12th, 2023
A very informative WEB site. It was simple to access the forms I needed for my specific situation. I would highly recommend Deeds.com. I will be back with future needs when they arise! I was left with a very positive impression. Thank you so much!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Elizabeth L.
November 5th, 2019
Used this site and the forms a few times now and always a good experience. It's so nice to be able to download these forms to my computer and work on them there. So many others want you to do everything online, pain in my opinion. Thank you Deeds!
Thank you for your feedback. We really appreciate it. Have a great day!
Shelly J.
May 23rd, 2022
There's nothing to say except it couldn't be easier.
Thank you for your feedback. We really appreciate it. Have a great day!
Teresa F.
October 7th, 2022
Great! Received documents to download immediately and was able to do the needed with the information and instructions. Thank you
Thank you!
Nora T.
March 10th, 2023
The forms are easy to fill in but too restricted for editing.
Thank you!
Edward M.
July 22nd, 2020
Professional and courteous and responsive service by KVH for my problem. He or she should receive a pat on the back but not on the back side. Ed Mattingly
Thank you for your feedback. We really appreciate it. Have a great day!
TIFFANY C.
May 20th, 2020
It would be nice if the notary State was fillable, we are having to notarize in another State. Also, need more room to add 2 beneficiaries with two different addresses.
Thank you for your feedback. We really appreciate it. Have a great day!
Fernando V.
February 28th, 2023
Excellent!
Thank you!
Linda D.
September 23rd, 2024
very efficient and easy to use online platform. I reviewed several different sites before I settle on this one. Took my deed to the courthouse today and recorded it with no problems.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Quanah N.
July 30th, 2022
Instruction easy to follow
Thank you!
Larry H.
December 23rd, 2020
Nice
Thank you!
Linda C.
February 23rd, 2019
If I hadn't spent my career as an escrow officer (albeit in another state), I may have had a hard time figuring out exactly which deed I needed and how to prepare them, even with the back-up informational, how-to pdf documents, without an attorney. My experience speaks to how much the general public doesn't understand and how confusing it can be. Nonetheless, the access to so many documents at a fairly reasonable cost, the basic how-to docs made available along with the purchased doc makes all the difference. I appreciate having such things available to the public. Many thanks.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Guy G.
March 22nd, 2023
Deeds.com was easy to use and their easement deed was exactly what I was looking for. I knew I didn't need to spend hundreds of dollars talking to an attorney.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!