Montgomery County Memorandum of Trust Form

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

Montgomery County Completed Example of the Memorandum of Trust
Example of a properly completed form for reference.
All 2 documents above included • One-time purchase • No recurring fees
Immediate Download • Secure Checkout
Additional Ohio and Montgomery County documents included at no extra charge:
Where to Record Your Documents
Montgomery County Recorder
Dayton, Ohio 45422-1387
Hours: 8:00 a.m. - 5:00 p.m. Monday - Friday / Documents recorded 8:00 – 4:00
Phone: (937) 225-4275
Recording Tips for Montgomery County:
- Ask if they accept credit cards - many offices are cash/check only
- Verify all names are spelled correctly before recording
- Avoid the last business day of the month when possible
- Bring extra funds - fees can vary by document type and page count
- Ask about their eRecording option for future transactions
Cities and Jurisdictions in Montgomery County
Properties in any of these areas use Montgomery County forms:
- Brookville
- Clayton
- Dayton
- Englewood
- Farmersville
- Germantown
- Miamisburg
- New Lebanon
- Phillipsburg
- Vandalia
Hours, fees, requirements, and more for Montgomery County
How do I get my forms?
Forms are available for immediate download after payment. The Montgomery 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 Montgomery County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Montgomery 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 Montgomery 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 Montgomery County?
Recording fees in Montgomery County vary. Contact the recorder's office at (937) 225-4275 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 Montgomery County to use these forms. Documents should be recorded at the office below.
This Memorandum of Trust meets all recording requirements specific to Montgomery County.
Our Promise
The documents you receive here will meet, or exceed, the Montgomery 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 Montgomery 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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October 14th, 2020
This is fast and easy.
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ieva r.
March 14th, 2019
Excellent! I was worried because I saw some negative reviews online but I really needed an e-recording company and they completed everything perfectly. I will most definitely recommend them and use them again in the future. All the staff was super nice and very helpful.
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Linda I.
August 16th, 2023
So far so good. It was reasonably easy to download and complete the form using information found in my closing paperwork. I haven't yet had my form notarized but plan to do so this week and submit the packet to my county auditor.
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November 11th, 2021
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November 30th, 2021
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February 23rd, 2021
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December 10th, 2020
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December 9th, 2020
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Lisa C.
October 7th, 2020
Please change on the example for the warranty deed the portion that says Source of Title: They don't use book and pages anymore They only use recording numbers. Please show an example with that for Maricopa County AZ Plus your Notary certificates should have a blank part for if it is signed in another state.
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Patricia J.
October 31st, 2021
No word "Download" so had a little trouble figuring out how to download, but finally figured it out.
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Jerry G.
September 21st, 2023
I found the document confusing and I don't think I can use it.
Thank you for your feedback. We recognize that do-it-yourself legal documents may not be suitable for everyone. We always advise all our customers to seek assistance from a legal professional familiar with their specific situation for any form they do not completely understand. For your convenience, we have canceled your order and processed a refund.
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August 2nd, 2021
I was very impressed with this service. It's a very important tool to be able to get the documents filed properly. I was not able to understand how to fill in the blanks on line.
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July 14th, 2022
Thanks. Was simple and easy to use.
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