Trustee Deed Form - Hamilton County
Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 10/26/2018
Trustee Deed Guide - Hamilton County
Line by line guide explaining every blank on the form.
Included document last updated 11/5/2018
Completed Example of the Trustee Deed Document - Hamilton County
Example of a properly completed form for reference.
Included document last updated 11/1/2018
Real Property Conveyance Fee Statement of Value and Receipt
Use this Ohio form if the real property conveyance is not exempt from transfer tax. Digitized form is complete and comes with instructions. Use the homestead and agricultural use forms as attachment to the main form if needed.
Statement for Reason of Exemption From Real Property Conveyance Fee
Use this form if the real property conveyance is exempt from transfer tax in Ohio. The form comes complete with instructions and lists the exemptions. Use homestead and agricultural use forms as attachment to the main form if needed.
Affidavit of Facts
In most counties an Affidavit of Facts is required if a transfer tax exemption is claimed.
The supplemental forms in this section can be used as loose certificates by Ohio notaries.
*Ohio and Hamilton County supplemental forms are included as a courtesy with your order.
Ohio Trustee's Deed
Ohio Revised Code Section 5302.09 outlines the general form of a deed for use by individuals serving as fiduciaries, including trustees. A fiduciary is a person who is appointed to manage someone else's assets, often for the benefit of a third party.
Trustee's deeds are used in trust administration to convey real property out of a trust. A settlor creates a trust, typically for estate planning purposes, and funds it with assets that can include both real and personal property. The trustee controls the trust's assets for the settlor, according to the terms of the trust document. If the settlor directs the trustee to transfer real property out of the trust, the trustee executes a trustee's deed; the settlor is not involved in the conveyance. This is useful because leaving the settlor's name off the transfer it maintains his/her privacy.
In Ohio, the basic trustee's deed is similar to a quitclaim deed, in that it offers no warranty of title. Depending on the situation, the trustee might add guarantees to bring the deed in line with special warranty or warranty deeds.
The trustee's deed must fulfill all requirements for instruments affecting real property in the State of Ohio (legal description, Parcel ID, prior instrument reference, etc.). In addition, it names the trustee as the grantor and provides basic information about the trust under which the trustee is acting. A memorandum of trust (O.R.C. 5301.255) is sometimes included to verify the trust's existence and the trustee's authority to act on behalf of the trust. As with other instruments, the deed requires a signature and acknowledgment in the presence of a notary. It is recorded in the county where the property is situated.
Trust law can quickly become complicated, and each situation is unique. Contact a lawyer with any specific questions and for guidance on trust law.
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I think there should have been more information in the instructions regarding transferring property to a Trust.
Easy to use & allows you to make correction easy for less experienced. Thank you
I did not have any problems with the forms easy enough to understand.
great help. thanks