Ohio Forms

Montgomery County Memorandum of Trust Form

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.

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

Montgomery 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 Montgomery County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Montgomery County Recorder
Address:
451 W Third St / PO Box 972
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:
  • Recording fees may differ from what's posted online - verify current rates
  • Ask about their eRecording option for future transactions
  • Request a receipt showing your recording numbers
  • Consider using eRecording to avoid trips to the office

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

View Complete Recorder Office Guide

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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