Ohio Forms

Clermont County Memorandum of Trust Form

Clermont County Memorandum of Trust Form

Clermont County Memorandum of Trust Form

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

Document Last Validated 5/15/2025
Clermont County Completed Example of the Memorandum of Trust

Clermont County Completed Example of the Memorandum of Trust

Example of a properly completed form for reference.

Document Last Validated 2/28/2025

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

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Clermont County Recorder
Address:
101 E Main St
Batavia, Ohio 45103-2958

Hours: 8:00am to 4:30pm M-F / Same-day recording until 4:15 PM

Phone: 513-732-7236

Recording Tips for Clermont County:
  • Documents must be on 8.5 x 11 inch white paper
  • Verify all names are spelled correctly before recording
  • Recorded documents become public record - avoid including SSNs

Cities and Jurisdictions in Clermont County

Properties in any of these areas use Clermont County forms:

  • Amelia
  • Batavia
  • Bethel
  • Chilo
  • Cincinnati
  • Felicity
  • Goshen
  • Loveland
  • Marathon
  • Miamiville
  • Milford
  • Moscow
  • Neville
  • New Richmond
  • Newtonsville
  • Owensville
  • Williamsburg

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Clermont County

How do I get my forms?

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

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Clermont 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 Clermont 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 Clermont County?

Recording fees in Clermont County vary. Contact the recorder's office at 513-732-7236 for current fees.

Questions answered? Let's get started!

Ohio Memorandum of Trust

Under O.R.C. 5301.255, the memorandum of trust is a document that certifies a trustee has the authority to act on behalf of an existing trust. The trustee is the person or entity who holds title to a trust's assets on behalf of a settlor. A trustee might furnish a memorandum of trust upon the request of a lending institution or other third party in lieu of the trust document.

The memorandum is an abstract of the trust document, containing only relevant information about the trust, such as the identity and powers or restriction of powers of the trustee relative to real property, the name of the trust's settlor, and the name and date of the trust. The identity of any party having a beneficial interest in the trust is not disclosed. The memorandum might also quote relevant sections of the trust document directly.

Like all recorded documents concerning real property, the memorandum must also contain a legal description of the real property subject to the trust, the property's parcel identification number, and information about the prior deed granting title to the trustee. The document is executed and acknowledged by the trustee in front of a notary before it is recorded in the county wherein the real property subject to the trust is located. In special cases, such as with a disclosed but unrecorded trust in the State of Ohio, the memorandum is executed by the settlor and the trustee together, attested by witnesses, and acknowledged by the settlor and trustee.

(Ohio Memorandum of Trust Package includes form, guidelines, and completed example)

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

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

Our Promise

The documents you receive here will meet, or exceed, the Clermont County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

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