Shelby County Memorandum of Trust Form

Last validated April 27, 2026 by our Forms Development Team

Shelby County Memorandum of Trust Form

Shelby County Memorandum of Trust Form

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

Document Last Validated 4/27/2026
Shelby County Completed Example of the Memorandum of Trust

Shelby County Completed Example of the Memorandum of Trust

Example of a properly completed form for reference.

Document Last Validated 4/7/2026

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

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Shelby County Recorder

Address:
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

Recording Tips for Shelby County:
  • White-out or correction fluid may cause rejection
  • Verify all names are spelled correctly before recording
  • Double-check legal descriptions match your existing deed

Cities and Jurisdictions in Shelby County

Properties in any of these areas use Shelby County forms:

  • Anna
  • Botkins
  • Fort Loramie
  • Houston
  • Jackson Center
  • Kettlersville
  • Maplewood
  • Pemberton
  • Port Jefferson
  • Russia
  • Sidney

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Shelby County

How do I get my forms?

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

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Shelby County, including margin requirements, font requirements, and other layout standards. This guarantee applies to formatting, not to the legal sufficiency of information entered by the user or the suitability of a form for a particular transaction.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Shelby 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 Shelby County?

Recording fees in Shelby County vary. Contact the recorder's office at 937-498-7270 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 Shelby County to use these forms. Documents should be recorded at the office below.

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

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Shelby County recording format requirements. If there is a rejection caused by our formatting, we will correct the issue or refund your payment. This guarantee applies to document formatting only and does not extend to information entered by the user, the selection of the form, or the legal effect of the completed document.

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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September 13th, 2023

Example deed given did not apply to married couples as joint owners with both being grantors. The example and directions also did not show how to write more than one grantee as equal grantees. Both would have been helpful when husband and wife are granting their property to their children equally. Also when attaching the exhibit A with the property description the example did not say "see exhibit A"in the property description area, so I didn't write that. Luckily the recorder of deeds allowed me to write it in. I think directions and examples for multiple scenarios would be helpful.

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