Oklahoma - Washington County Memorandum of Trust Form

All Washington County specific forms listed below are included in your immediate download:

Memorandum of Trust Form - Washington County

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 2/19/2021

Memorandum of Trust Guide - Washington County

Line by line guide explaining every blank on the form.
Included document last updated 3/1/2021

Completed Example of the Memorandum of Trust Document - Washington County

Example of a properly completed form for reference.
Included document last updated 3/22/2021

*The Following Oklahoma and Washington County supplemental forms are included as a courtesy with your order.

Affidavit - Documentary Stamp Tax

If purchase price or exemption number are not stated on the deed, this affidavit must be submitted to determine stamp tax or document exemption.

Documentary Stamp Tax Exemptions

This informational document excerpts relevant sections of the statutes and lists Oklahoma's transfer tax exemptions with explanations.

Documentary Stamp Tax Reference

This document answers any questions regarding Oklahoma Documentary Stamp Tax. It also contains a list of statutory exemptions (pp. 3-5).

Homestead Exemption

A homestead exemption is an exemption of $1,000 of the assessed valuation of the homestead property. Homestead exemption is granted to the homeowner who resides in the property on a permanent basis on January 1.

Notary Certificates

The supplemental forms in this section can be used as loose certificates by notaries in the state.

Checkout and Download Forms

Frequently Asked Questions:

• How long does it take to get my forms?
  • Forms are available immediately after submitting payment.
• What are supplemental forms?
  • Often when a deed is recorded additional documents are required by the state or local jurisdiction. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
• How do I get my forms, are they emailed?
  • After you submit payment you will see a page listing the forms you ordered with a download link to the pdf form file. You download the forms to your computer. You will also receive an email with a link to your download page in case you need it later.
• What type of files are the forms?
  • All of our 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.
• Can the 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 a given county that you need to transfer you would only need to order our forms once for all of your properties in that county.
• Are these forms guaranteed to be recordable in Washington County ?
  • Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Washington County including margin requirements, content requirements, font and font size requirements.
• 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.
• 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.
• Are there any recurring fees involved?
  • No. Nothing to cancel, no memberships, no recurring fees.

Areas covered by these Memorandum of Trust Forms:

• Washington County

Including:

• Bartlesville
• Copan
• Dewey
• Ochelata
• Ramona
• Vera

Checkout and Download Forms

What is the Oklahoma Memorandum of Trust?

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

Checkout and Download Forms

Save Time and Money

Get your Washington 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.

Our Promise

The documents you receive here will meet, or exceed, the Washington County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Customer Reviews:

4.8 out of 5 (2978 Reviews)

September 21st, 2021

Name: James S.

Review: The affidavit guidance was a great help and helped reduce the stress that usually comes with dealing with legalese. The Preliminary Change of Ownership that CA requires is quite complex since it covers a hoard of situations. I was left with a bit of uncertainty, but I definitely wouldn't want to try it without guidance.

Reply from Staff on September 21st, 2021

Thank you for your feedback. We really appreciate it. Have a great day!

September 21st, 2021

Name: Scott W.

Review: World class forms and service! Wish I had known about this site years ago, woulda saved me lots of headaches. Thank you.

Reply from Staff on September 21st, 2021

Thanks for the kinds words Scott, have an amazing day!

September 19th, 2021

Name: SAMANTHA P.

Review: Very easy very clear very informative of direct information stating the obvious and the underlining of both contexts. Right place for the right Tools to establish ,verify ,correct then guidance for not only myself, but for our legacy that should and will be live on to be know. Thank you deeds.com!

Reply from Staff on September 19th, 2021

Thank you!

September 19th, 2021

Name: Randall S.

Review: I have had great success with this so far. The site had the correct forms and I was able complete the documents. It seems like a great resource!

Reply from Staff on September 19th, 2021

Thank you for your feedback. We really appreciate it. Have a great day!

September 18th, 2021

Name: Karin H.

Review: Awesome same-day service!

Reply from Staff on September 18th, 2021

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

September 17th, 2021

Name: JOSEPH W.

Review: Easy peezy!

Reply from Staff on September 17th, 2021

Thank you!

September 16th, 2021

Name: George S.

Review: Excellent product- very easy to use. Will use again...

Reply from Staff on September 17th, 2021

Thank you for your feedback. We really appreciate it. Have a great day!

September 16th, 2021

Name: Arletta B.

Review: Fantastic service, saved me a ton of time and running around. Thanks!

Reply from Staff on September 16th, 2021

Thank you!

September 16th, 2021

Name: Jon W.

Review: Useless for me. My deed could not be pulled. After investigation, I got a copy online directly from WV for $3. No one but editors of this will ever see this. Shame.

Reply from Staff on September 16th, 2021

Thank you for your feedback. We really appreciate it. Have a great day!

September 16th, 2021

Name: DAVID F.

Review: excellent experience with this product. Well worth the cost to save time running down forms

Reply from Staff on September 16th, 2021

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Checkout and Download Forms