Jackson County Certificate of Trust Form (North Carolina)

All Jackson County specific forms and documents listed below are included in your immediate download package:

Certificate of Trust Form

Jackson County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Jackson County compliant document last validated/updated 8/13/2024

Certificate of Trust Guide

Jackson County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Jackson County compliant document last validated/updated 11/7/2024

Completed Example of the Certificate of Trust Document

Jackson County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Jackson County compliant document last validated/updated 6/28/2024

The following North Carolina and Jackson County supplemental forms are included as a courtesy with your order:

When using these Certificate of Trust forms, the subject real estate must be physically located in Jackson County. The executed documents should then be recorded in the following office:

Johnston County Register of Deeds

207 E Johnston St, Suite 209, Smithfield, North Carolina 27577

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

Phone: (919) 989-5160

Local jurisdictions located in Jackson County include:

  • Balsam
  • Cashiers
  • Cullowhee
  • Dillsboro
  • Glenville
  • Sylva
  • Tuckasegee
  • Webster
  • Whittier

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Jackson County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Jackson County using our eRecording service.
Are these forms guaranteed to be recordable in Jackson County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Jackson County including margin requirements, content requirements, font and font size requirements.

Can the Certificate of Trust forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Jackson County that you need to transfer you would only need to order our forms once for all of your properties in Jackson County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by North Carolina or Jackson County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Jackson County Certificate of Trust forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

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)

Our Promise

The documents you receive here will meet, or exceed, the Jackson 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 Jackson 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 - ( 4425 Reviews )

RUTH A.

November 8th, 2024

I truly appreciate the service that you have for the customers. This very convenient and easy to follow. Thank you very much for this service.

Reply from Staff

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

Dan M.

November 8th, 2024

Quick ... Easy ... Great Instructions ...rnEasy Peasy ...

Reply from Staff

We are grateful for your feedback and looking forward to serving you again. Thank you!

Joel M.

November 8th, 2024

Very easy and efficient. The team was quick to respond when I had questions and made it very simple.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

Maura M.

January 15th, 2020

Easy user friendly website

Reply from Staff

Thank you!

Beverly J. A.

April 24th, 2022

Thank you for the paperwork. It was so much easier to do at home than go out and have to have people miss work.

Reply from Staff

Thank you!

Alberta W.

December 23rd, 2022

Deeds.com was user-friendly, clear, specific and complete. I used the site to create and submit a Notice of Termination form, and was able to walk it to my local county court with no major issues. It worked out perfectly.

Reply from Staff

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

SHASTA S.

February 13th, 2020

Ordered quitclaim deed form for Knox county Illinois. It got the job done however it was not a very good format. I had to explain all to the county recorder & was worried she would reject it. I would not recommend this item.

Reply from Staff

Thank you!

Rebecca M.

December 28th, 2021

This was pretty easy to fill out. The directions on all of the forms was very good. This should make life much easier at the County Recorder.

Thank you!

Reply from Staff

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

Kecia L.

February 9th, 2021

Great place to find much needed documents.

A huge thanks!

Reply from Staff

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

Greg G.

January 7th, 2021

Easiest Filing I've ever done, and filed in 24 hours.

Reply from Staff

Thank you!

Ronene T.

August 14th, 2020

I cannot believe how fast your service is! Thank you!

Reply from Staff

Thank you!

Dave W.

November 7th, 2023

Very handy when clueless about filling out a form. Saved hours of research.

Reply from Staff

Your appreciative words mean the world to us. Thank you and we look forward to serving you again!

Laverne C.

September 2nd, 2020

Great service. The issue I had was uploading the file of several pages. Once I learned, everything became clear and easier.

The support group have been extremely prompt and helpful,

I would surely use the service again and recommend the serivce.

Reply from Staff

Thank you!

Charlotte A.

March 20th, 2024

This information gave me enough to complete a quit claim deed yesterday

Reply from Staff

Thank you for your positive words! We’re thrilled to hear about your experience.

john m.

June 17th, 2020

its a bit confusing for a novice computer user. I would prefer to print out the forms, fill them out on paper, then attach them to an email to discuss the accuracy of the forms with a friend, and then take the completed forms to the County office to be recorded

Reply from Staff

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