Surry County Certificate of Trust Form (North Carolina)
All Surry County specific forms and documents listed below are included in your immediate download package:
Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Surry County compliant document last validated/updated 5/8/2025
Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Surry County compliant document last validated/updated 6/2/2025
Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Surry County compliant document last validated/updated 6/17/2025
The following North Carolina and Surry 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 Surry County. The executed documents should then be recorded in the following office:
Surry County Register of Deeds
201 E Kapp St / PO Box 303, Dobson, North Carolina 27017
Hours: Monday - Friday 8:15 - 5:00 / Recording until 4:30
Phone: (336) 401-8150
Local jurisdictions located in Surry County include:
- Ararat
- Dobson
- Elkin
- Lowgap
- Mount Airy
- Pilot Mountain
- Siloam
- State Road
- Toast
- Westfield
- White Plains
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 Surry 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 Surry County using our eRecording service.
Are these forms guaranteed to be recordable in Surry County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Surry 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 Surry County that you need to transfer you would only need to order our forms once for all of your properties in Surry County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by North Carolina or Surry 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 Surry 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 Surry 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 Surry 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 - ( 4564 Reviews )
Michael G.
July 14th, 2025
Very helpful and easy to use
Your appreciative words mean the world to us. Thank you.
JAMES D.
July 10th, 2025
Slick as can be and so convenient.rnrnWorked like a charm
Thank you for your feedback. We really appreciate it. Have a great day!
MARY LACEY M.
June 30th, 2025
Great service! Recording was smooth and swiftly performed. Deeds.com is an excellent service.rn
We are delighted to have been of service. Thank you for the positive review!
Chris M.
April 19th, 2022
simple, Clean, and easy, to retrieve the forms i needed, while on this site.
and the Fee for the Fill-in forms is Remarkably inexpensive, to say the least!
Thank you!
Patsy B.
February 19th, 2020
This website is very user friendly. I easily found the form I needed and was given an example for filling it out. Highly recommend this website!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Samuel Shera Singh B.
November 6th, 2022
I found the documents I needed and so many more that I will utilize for business, personal and family needs. Also I made a purchase of an additional document I did not need that serves the same purpose as one I purchased and Deeds.com had no issue refunding the unnecessary document in an unbelievably quick response and refund. I would recommend this document provider to everyone including legal office management.
Thank you for your feedback. We really appreciate it. Have a great day!
Dean B.
September 17th, 2020
I needed to cut and paste my phone number with the dashes in order to use this website with my iPhone
Thank you!
Mica M.
September 25th, 2020
Best Way EVER to record a warranty deed! It was nice to not have to drive anywhere and find the facility closed or "unable to process due to covid19 and buildings being closed". The correspondence between me and deeds.com was very timely in our back and forth email correspondence, and the processing was all finished in a timely manner. Totally worth the extra $15 that I paid in addition to the recording fee. I would use this again and again. My time and the efficiency of the job completed is worth the money.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
William C.
September 9th, 2020
Good service, great price, the website is a bit hard to maneuver in places.
Thank you for your feedback. We really appreciate it. Have a great day!
Paul D.
July 24th, 2019
Easy to use! The forms were perfect and everything was explained well! Will use again!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Kimberaley J.
May 24th, 2021
I had no problem printing out the forms, very easy. Also when I called, customer service was very helpful and very polite.
Thank you for that, have a great day.
Thank you!
Terralynn J.
July 18th, 2019
I was very pleased to find ONLINE, Deed Revision Document(s) and their explanation. I ordered these document Forms, downloaded them and Printed them. Now, I will be able to fill them out in the privacy of my home. Instructions were also included, how to file this new Deed, after I complete it and have it Notarized. This has saved me time and emotional stress following the death of my husband.
THANK YOU.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Dianne J.
August 25th, 2020
Happy to give you a 5 star rating. We have never been a position to get changes on and record our own deed. You made the process very easy. Submitted my forms on a Friday, made one correction that was requested of me, paid our fees and the received notification of deed being recorded the next Tuesday. Wonderful work on your part and super easy for me. Thanks!
Thank you for your feedback. We really appreciate it. Have a great day!
Leo H.
May 26th, 2021
The deed was very easy to use and the material provided were helpful in completing the form. We haven't filed it yet, but I assume that all will go well.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Pansie H.
August 23rd, 2019
Quick and Easy
Thank you!