Caroline County Certificate of Trust Form (Virginia)

All Caroline County specific forms and documents listed below are included in your immediate download package:

Certificate of Trust Form

Caroline County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Caroline County compliant document last validated/updated 5/20/2025

Certificate of Trust Guide

Caroline County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Caroline County compliant document last validated/updated 6/3/2025

Completed Example of the Certificate of Trust Document

Caroline County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Caroline County compliant document last validated/updated 6/26/2025

When using these Certificate of Trust forms, the subject real estate must be physically located in Caroline County. The executed documents should then be recorded in the following office:

Clerk of Circuit Court

112 Courthouse Lane, Suite A / PO Box 309, Bowling Green, Virginia 22427-0309

Hours: Monday - Friday 8:30 to 4:00 / Recording until 3:30

Phone: (804) 633-1090, 633-1092, or 633-1184

Local jurisdictions located in Caroline County include:

  • Bowling Green
  • Corbin
  • Ladysmith
  • Milford
  • Port Royal
  • Rappahannock Academy
  • Ruther Glen
  • Sparta
  • Woodford

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Caroline County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Caroline County using our eRecording service.
Are these forms guaranteed to be recordable in Caroline County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Caroline County including margin requirements, content requirements, font and font size requirements.

Can the Certificate of Trust 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 Caroline County that you need to transfer you would only need to order our forms once for all of your properties in Caroline County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Virginia or Caroline County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Caroline County Certificate of Trust 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.

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.

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.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

Signed by a currently acting trustee, a certification or certificate of trust under Va. Code Ann. 64.2-804 is a document summarizing a trust in lieu of the trust instrument, and contains certified statements affirmed by the trustee in the presence of a notary public. The document confirms the existence of the subject trust and the trustee's capacity and relevant powers, and is presented in support of a transaction involving trust property.

A certificate of trust is frequently recorded alongside a trustee's deed or acquisition of real property by the trust, though recording of the document is not required by Virginia Code. Instead of disclosing the settlor's estate plan by providing the entire trust instrument, the certificate allows a trustee to provide parties outside of the trust arrangement (anyone who is not a trust beneficiary) only the essential information necessary to conduct the business at hand. Recipients of a certificate "may assume without inquiry the existence of the facts contained" within it ( 64.2-804(F)).

Requirements of a certificate include statements that the trust exists and that it has not been revoked or modified in a way that would invalidate the contents of the certificate. The form presents basic information, such as the trust's name and date; the identities of the settlor and the current trustee; the trust's identification number; and the name by which property is titled to the trust. In addition, the document identifies anyone who can revoke the trust and, if there are co-trustees, the specifications for authenticating documents relating to the trust.

Further, the document enumerates the powers of the trustee pertaining to the transaction for which the certificate is presented. These may include powers under the Uniform Trust Code, codified at 64.2-7 of the Virginia Code. Recipients of a certificate can also request excerpts of the trust instrument and any amendments thereto that designate the trustee and establish these powers.

Consult a lawyer with questions about trusts and certifications of trust in Virginia.

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

Our Promise

The documents you receive here will meet, or exceed, the Caroline 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 Caroline 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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MARY LACEY M.

June 30th, 2025

Great service! Recording was smooth and swiftly performed. Deeds.com is an excellent service.rn

Reply from Staff

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Robert F.

June 30th, 2025

Breeze.... It feels silly to hire an attorney to do this for just one beneficiary. Thanks.

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Pauline C.

June 29th, 2025

Everything that was stated to be included in my order was complete. Very satisfied

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Tiffany Dawn J.

September 28th, 2019

Would be nice to have a better description on how to complete the forms if it is separated couple and one is signing the deed over to the other. I am still unsure how it should be worded. Disappointed that the guide didn't have better explanations.

Reply from Staff

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Jack B.

January 26th, 2020

All worked out well.

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Thomas J.

March 3rd, 2021

I'm pleased with the service

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May 22nd, 2025

Everything was professionally, handled and the process was simple and easy. I appreciated the responsiveness and recommendations from the reviewer of my package and look forward to getting my other submissions done. Wish I knew about this process sooner, thanks

Reply from Staff

Thanks, Christopher! We're glad the process was smooth and our team could help. Looking forward to assisting with your future submissions!

Joseph R.

July 23rd, 2022

Deeds.com has saved me quite a bit in attorney fees by making legal forms available on line. Easy to use, just fill in the blanks.

Reply from Staff

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Nancy H.

December 31st, 2018

Site was excellent and saved a trip to the County office to pick up forms.

Reply from Staff

Thank you Nancy. Glad we could help. Have a great day!

Daniel S.

July 6th, 2020

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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Chris M.

May 9th, 2024

The personal attention and the ease of use is beyond any other service I have used. rnThank you for making my work so much easier.

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Richard R.

April 16th, 2021

Deeds.com got the job done. My deed was successfully recorded.

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ROBERT H.

January 11th, 2019

No review provided.

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Laurie R.

August 31st, 2022

FIVE STARS !!!
Clear instructions
Easy to navigate
Thanks for making this easy for those of us who are not tech savvy

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Kevin R.

August 22nd, 2023

I have been using Deeds.com for the last 2 years and find them very easy to use and expedient on all my recordings. Highly recommend.

Reply from Staff

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