Surry County Certificate of Trust Form (Virginia)
All Surry County specific forms and documents listed below are included in your immediate download package:
Certificate of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included Surry County compliant document last validated/updated 5/20/2025
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included Surry County compliant document last validated/updated 6/3/2025
Completed Example of the Certificate of Trust Document
Example of a properly completed form for reference.
Included Surry County compliant document last validated/updated 6/26/2025
The following Virginia and Surry County supplemental forms are included as a courtesy with your order:
When using these Certificate of Trust forms, the subject real estate must be physically located in Surry County. The executed documents should then be recorded in the following office:
Surry County Circuit Court Clerk
28 Colonial Trail East / PO Box 203, Surry, Virginia 23883
Hours: 9:00am to 5:00pm M-F
Phone: (757) 294-3161
Local jurisdictions located in Surry County include:
- Claremont
- Dendron
- Elberon
- Spring Grove
- Surry
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 Surry 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 Surry County using our eRecording service.
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 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 Surry County that you need to transfer you would only need to order our forms once for all of your properties in Surry County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Virginia or Surry 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 Surry 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 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
Get your Surry 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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November 17th, 2021
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Eleanor E.
September 20th, 2019
Not knowing I could down load these forms, I first went to the local recording office thinking I could get info on the forms I needed. I was told that obviously you dont know what you are doing so find someone who does. This snippy clerk obviously didnt know the forms were accessible on line; either that or she was needing to feel her phony superiority.
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Jann H.
July 18th, 2019
Was helpful information
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Robert P.
November 3rd, 2020
Overall, your website was straightforward and easy to navigate. I was able to accomplish what I needed to do very quickly. If needed again, I would certainly use and recommend others to use deeds.com.
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Kelly Y.
September 1st, 2022
The document was easy to locate, pay for and download. I hope it will be this easy to process by the County!
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Teri B.
January 7th, 2019
Glad to have all of the helpful extra information, even though they don't answer all questions for all situations. So, I accessed public records and asked questions at the auditor's office. Also, on my Mac computer, filling out the actual deed form is a challenge because the screen jumps to the last page everytime I try to type a few letters or hit the return key, so I'm rollling back up to the first 2 pages after most keystrokes. A bit annoying.
Overall, happy to have these form options are available! There is really no need to wait and pay for an attorney when all the information needed is available via public records. Fill in the blanks!
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November 25th, 2020
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May 21st, 2020
Thanks for providing this service. We had searched for weeks for the correct documents. It might help clients to find you soon if the banks and mortgage companies can refer clients to you. They require the forms but offer no direct source to obtain them. You are 5 star in every way.
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Jamie F.
March 13th, 2020
Your service was very helpful as we were able to obtain a form for another state for our client.
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