Shelby County Memorandum of Trust Form (Ohio)
All Shelby County specific forms and documents listed below are included in your immediate download package:
Memorandum of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included Shelby County compliant document last validated/updated 5/15/2025
Completed Example of the Memorandum of Trust
Example of a properly completed form for reference.
Included Shelby County compliant document last validated/updated 2/28/2025
The following Ohio and Shelby County supplemental forms are included as a courtesy with your order:
When using these Memorandum of Trust forms, the subject real estate must be physically located in Shelby County. The executed documents should then be recorded in the following office:
Shelby County Recorder
County Annex - 129 E Court St, Floor 2, Sidney, Ohio 45365
Hours: 8:30 to 4:30 Monday through Thursday; 8:30 to 12:00 Friday
Phone: 937-498-7270
Local jurisdictions located in Shelby County include:
- Anna
- Botkins
- Fort Loramie
- Houston
- Jackson Center
- Kettlersville
- Maplewood
- Pemberton
- Port Jefferson
- Russia
- Sidney
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 Shelby 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 Shelby County using our eRecording service.
Are these forms guaranteed to be recordable in Shelby County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Shelby County including margin requirements, content requirements, font and font size requirements.
Can the Memorandum 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 Shelby County that you need to transfer you would only need to order our forms once for all of your properties in Shelby County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Ohio or Shelby 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 Shelby County Memorandum 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.
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)
Our Promise
The documents you receive here will meet, or exceed, the Shelby 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 Shelby 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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