Carter County Memorandum of Trust Form

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

Carter County Memorandum of Trust Guide
Line by line guide explaining every blank on the form.

Carter County Completed Example of the Memorandum of Trust Form
Example of a properly completed form for reference.
All 3 documents above included • One-time purchase • No recurring fees
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Additional Oklahoma and Carter County documents included at no extra charge:
Where to Record Your Documents
Carter County Clerk
Ardmore, Oklahoma 73401 / 73402
Hours: 8:00am to 4:30pm Monday through Friday
Phone: (580) 223-8162
Recording Tips for Carter County:
- Ask if they accept credit cards - many offices are cash/check only
- White-out or correction fluid may cause rejection
- Make copies of your documents before recording - keep originals safe
- Both spouses typically need to sign if property is jointly owned
- Have the property address and parcel number ready
Cities and Jurisdictions in Carter County
Properties in any of these areas use Carter County forms:
- Ardmore
- Fox
- Gene Autry
- Graham
- Healdton
- Hennepin
- Lone Grove
- Ratliff City
- Springer
- Tatums
- Tussy
- Wilson
Hours, fees, requirements, and more for Carter County
How do I get my forms?
Forms are available for immediate download after payment. The Carter 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 Carter County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Carter 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 Carter 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 Carter County?
Recording fees in Carter County vary. Contact the recorder's office at (580) 223-8162 for current fees.
Questions answered? Let's get started!
In Oklahoma, the memorandum of trust is codified at 60 O.S. 175.6a. Executed by a trustee, the memorandum of trust is a recorded document pertaining to real property acquisitions and transfers by an express private trust.
An express private trust refers to any trust that is "created with the settlor's express intent, usually declared in writing," and is not a business trust [1]. In a trust arrangement, a settlor conveys property to another person (the trustee) to be held for a third (the beneficiary). The trust is administered pursuant to the terms of a written document executed by the settlor. This document, called the trust instrument, designates the trustee and trust beneficiaries and outlines the provisions of the trust and the scope of the trust's assets. In some cases, the trust instrument may be recorded, but it is generally a private document.
In lieu of providing parties outside of the trust arrangement with the full trust instrument, a trustee may provide a memorandum when entering into real property transactions. The memorandum is an abstract of the trust instrument that is recorded when the trust acquires real property or when the trustee is conveying real property held in the trust. The document contains only essential information about the trust, allowing the settlor to keep his estate plans and other information irrelevant to the transaction at hand private. It is similar to a certification of trust (under the Uniform Trust Code), the major difference being that the certification is generally not recorded.
There are differences of opinion among title examiners on when a memorandum is required [2]. Oklahoma Title Standard 15.2 states that when real property is transferred to or by the name of a trustee as trustee of a named express private trust, a memorandum of trust is not required. Where a settlor makes a conveyance to a trust using the trust's name alone as the grantee, the Title Standards require a memorandum of trust (see also 60 O.S. 175.6a) [3].
The memorandum of trust provides the name of the trust and the name and address of each trustee of the trust, as well as the date the trust was created. Because the document pertains to real property, a legal description of the parcel subject to the transaction for which the memorandum is being recorded may be required.
A memorandum of trust is sometimes recorded alongside a conveyance by trustee as part of the deed as evidence of the trust's existence and the trustee's authority (as the trust instrument is generally not a matter of public record). The form should be signed by the trustees of a trust in the presence of a notary public before recording in the county in which the real property is located.
Consult a lawyer with questions about express private trusts and memoranda of trust in Oklahoma.
[1] Black's Law Dictionary, 8th ed.
[2] http://www.jhbpc.com/Estate-Planning-In-Depth/memotrust.htm
[3] http://eppersonlaw.com/wp-content/uploads/2013/05/1-ORIGINAL-2016-TES-HANDBOOK-Final-160111.pdf
(Oklahoma MOT Package includes form, guidelines, and completed example)
Important: Your property must be located in Carter County to use these forms. Documents should be recorded at the office below.
This Memorandum of Trust meets all recording requirements specific to Carter County.
Our Promise
The documents you receive here will meet, or exceed, the Carter County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
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The forms were immediately available for download, which was nice. However, I was not impressed by the lack of several features: 1) there was no way to edit set text in the form, such as where it says you should consult an attorney. That is not necessary for recording the deed and I wanted to deleted it, but could not. 2) Also, under the "Notes" section, there is a limited area to write; I tried adding a fuller explanation of something, but the form would not accept or include it when I printed the final document. The form may do the job, but it's not very sophisticated or elegant.
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