Pennsylvania Forms

Union County Certificate of Trust Form

Union County Certificate of Trust Form

Union County Certificate of Trust Form

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

Document Last Validated 5/30/2025
Union County Completed Example of the Certificate of Trust Document

Union County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.

Document Last Validated 8/6/2025

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

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Recorder of Deeds - County Courthouse
Address:
103 S Second St
Lewisburg, Pennsylvania 17837

Hours: 8:30am to 4:30pm / Recording until 4:15pm

Phone: (570) 524-8762 or 8763

Recording Tips for Union County:
  • Documents must be on 8.5 x 11 inch white paper
  • White-out or correction fluid may cause rejection
  • Recording fees may differ from what's posted online - verify current rates

Cities and Jurisdictions in Union County

Properties in any of these areas use Union County forms:

  • Allenwood
  • Hartleton
  • Laurelton
  • Lewisburg
  • Mifflinburg
  • Millmont
  • New Berlin
  • New Columbia
  • Swengel
  • Vicksburg
  • Weikert
  • West Milton
  • White Deer
  • Winfield

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Union County

How do I get my forms?

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

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Union 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 Union 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 Union County?

Recording fees in Union County vary. Contact the recorder's office at (570) 524-8762 or 8763 for current fees.

Questions answered? Let's get started!

Find the laws regarding certificates of trust at section 7790.3 of the Pennsylvania Statutes.

A trustee is a person or entity who holds title to a trust's assets on behalf of a settlor. Trustees use an official document called a certificate of trust to validate the trust's existence and confirm their authority to act on its behalf.

In order to facilitate transactions dealing with real property in a trust, lenders may require the trustee to furnish a certificate of trust. Third parties may also request a certificate to confirm the trustee has the authority, for example, to transfer real property out of the trust and to them.

The certificate presents essential information about the (unrecorded) full trust instrument, while protecting the confidentiality of its specific details. A recipient of a certificate may still request copies of certain sections of the trust instrument, particularly those establishing the appointment of a trustee and the trustee's powers, as well as amendments to the trust, but the request opens up certain liabilities, as enumerated in P.S. 7790.3(e),(h).

Section 7790.3 governs the contents and effect of the certificate. Requirements of the certificate include basic information such as the name of the settlor of the trust, the type of trust, the taxpayer identification number assigned to the trust, the acting trustee's name, and the relevant powers of the trustee. The trustee executes and signs the certificate and submits it for recording in the county in which the real property with which the trust is concerned is located.

(Pennsylvania COT Package includes form, guidelines, and completed example)

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

This Certificate of Trust meets all recording requirements specific to Union County.

Our Promise

The documents you receive here will meet, or exceed, the Union 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 Union County Certificate 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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