Virginia Forms

Surry County Certificate of Trust Form

Surry County Certificate of Trust Form

Surry County Certificate of Trust Form

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

Document Last Validated 7/15/2025
Surry County Certificate of Trust Guide

Surry County Certificate of Trust Guide

Line by line guide explaining every blank on the form.

Document Last Validated 6/3/2025
Surry County Completed Example of the Certificate of Trust Document

Surry County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.

Document Last Validated 6/26/2025

All 3 documents above included • One-time purchase • No recurring fees

Immediate Download • Secure Checkout

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

Where to Record Your Documents

Surry County Circuit Court Clerk
Address:
28 Colonial Trail East / PO Box 203
Surry, Virginia 23883

Hours: 9:00am to 5:00pm M-F

Phone: (757) 294-3161

Recording Tips for Surry County:
  • Bring your driver's license or state-issued photo ID
  • Ask if they accept credit cards - many offices are cash/check only
  • Request a receipt showing your recording numbers
  • Leave recording info boxes blank - the office fills these
  • Ask about their eRecording option for future transactions

Cities and Jurisdictions in Surry County

Properties in any of these areas use Surry County forms:

  • Claremont
  • Dendron
  • Elberon
  • Spring Grove
  • Surry

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Surry County

How do I get my forms?

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

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

Recording fees in Surry County vary. Contact the recorder's office at (757) 294-3161 for current fees.

Questions answered? Let's get started!

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)

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

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

Our Promise

The documents you receive here will meet, or exceed, the Surry 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

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