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South Carolina - Beaufort County Certificate of Trust Form

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


Beaufort County Certificate of Trust Form Page 1

Certificate of Trust Form - Beaufort County

Fill in the blank form formatted to comply with all recording and content requirements
Included document last updated 5/27/2020


Beaufort County Certificate of Trust Guide Page 1

Certificate of Trust Guide - Beaufort County

Line by line guide explaining every blank on the form
Included document last updated 6/22/2020


Beaufort County Completed Example of the Certificate of Trust Document Page 1

Completed Example of the Certificate of Trust Document - Beaufort County

Example of a properly completed form for reference.
Included document last updated 6/18/2020


*The Following South Carolina and Beaufort County supplemental forms are included as a courtesy with your order.


Affidavit for Taxable or Exempt Transfers

Affidavit for Taxable or Exempt Transfers

This is a required form used to state a stamp tax or an exemption from it. A list of transfer tax exemptions is included on the information page.


Prerequisites to Recording

Prerequisites to Recording

This document provides information about recording requirements in South Carolina.


Recording Fee Manual

Recording Fee Manual

This comprehensive manual, issued by the state, will answer questions regarding fees and recording in general.


Deed Stamps

Deed Stamps

If transfer tax is due, this table lists amounts owed by consideration.


Notary Certificates

Notary Certificates

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


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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 Beaufort County ?
    • Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Beaufort 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 Certificate of Trust Forms:

  • Beaufort County

Including:

  • Beaufort
  • Bluffton
  • Dale
  • Daufuskie Island
  • Hilton Head Island
  • Ladys Island
  • Lobeco
  • Okatie
  • Port Royal
  • Saint Helena Island
  • Seabrook
  • Sheldon

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What is the South Carolina Certificate of Trust?

South Carolina Certification of Trust

The certification of trust is codified at S.C. Code 62-7-1013 as part of the South Carolina Trust Code. A certificate of trust presents a summary of the trust to which it pertains, and verifies a trust's existence and the trustee's authority to act on behalf of the trust. A trustee may present the document in lieu of the trust instrument any person who is not a trust beneficiary. This allows the trustee to maintain the privacy of the settlor's estate plans by presenting only necessary information about the trust to parties outside the trust arrangement.

The format of the South Carolina certificate presents the most basic information about the trust first, including the name of the trust and date of execution of the trust instrument, and the name of each settlor and the acting trustee's name and address.

The certificate then presents certified statements, made by the trustees, that all currently serving trustees have executed and acknowledged the instrument, and that the trust "has not been revoked, modified, or amended in any manner that would cause the representations contained in the certification of trust to be incorrect" ( 62-4-1013(7)(c)).

Information about the trust's ability to be revoked, and the identity of any person who may revoke the trust pursuant to the terms of the trust instrument comes next, and information regarding the execution of trust documents follows. For trusts with co-trustees, the certificate shows how many trustees are required to execute trustee powers and enumerates the signature requirements established in the trust.

The certificate also requires the name by which the trust is to hold title to assets, typically by way of the trustee (e.g. "John Doe as Trustee of the Doe Revocable Trust Dated..."). In addition, the certificate presents the exact powers of the trustee to enter the transaction for which the certificate is presented, and may make a reference to the powers set forth in the South Carolina Trust Code.

Persons doing business with trustees have certain protections under the statutes. Recipients of a certification of trust, for example, "may assume without inquiry the existence of the facts contained in the certification" and "may enforce the transaction against the trust property as if the representations contained in the certification were correct" ( 62-4-1013(7)(f),(g)). Recipients may request that a trustee provide copies of excerpts from the trust instrument which designate the trustee and present the trustee's relevant powers, in addition to the certificate. Requesting the entire trust instrument opens them up to liabilities, however ( 62-4-1013(7)(h)).

Where a certification of trust is presented for transactions involving real property, the document should meet standards for recording documents in the State of South Carolina. The certificate must be acknowledged by the acting trustees and witnesses in the presence of a Notary Public before it is recorded in the county where the subject real property is situated.

Consult a lawyer with questions regarding certifications of trust in South Carolina.

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Save Time and Money

Get your Beaufort 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.

Our Promise

The documents you receive here will meet, or exceed, the Beaufort 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 (1571 Reviews)


July 6th, 2020

Name: David M.

Review: Best $20 ever spent. I'm a bit of an idiot with these things, thankfully there are professionals who know what they are doing so I don't screw things up...

Reply from Staff on July 6th, 2020

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July 6th, 2020

Name: Johnnie G.

Review: We had hoped, as this was direct through our State recorder's office, State-specific data would be pre-filled in. Also there is no help when transferring the home title from a Revocable Trust to the living Trustee and new spouse (no example given, no help for which code to use). And the example doesn't match the prior deed revision format submitted by our attorney. So, not the best experience. We may have to get an attorney involved...what we were hoping to avoid

Reply from Staff on July 6th, 2020

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July 6th, 2020

Name: Daniel S.

Review: So far, so good. Waiting for the County Recorder to accept and record my document, but use of the Deeds.com system has been easy.

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July 6th, 2020

Name: Michael T.

Review: Quick, simple and easy\.

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Review: Easy to use, reasonable price and excellent customer service! I would not hesitate to use Deeds.com again.

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Reply from Staff on July 5th, 2020

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July 3rd, 2020

Name: Erika K.

Review: Very Easy to use, especially since the county recorder's office is closed due to COVID-19

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July 3rd, 2020

Name: Michelle M.

Review: The website was easy to navigate and great communication on every step of the process.

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July 3rd, 2020

Name: Jay B.

Review: Fantastic!

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July 3rd, 2020

Name: Debbie M.

Review: The forms and instructions were easy to follow and get complete. It was very nice to be able to just find them, pay for them, and download them so that they were printed just within a matter of 30 minutes. Thank you

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