Dane County Certificate of Trust Forms (Wisconsin)
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Form Package
Certificate of Trust
State
Wisconsin
Area
Dane County
Price
$27.97
Delivery
Immediate Download
Payment Information
Included Forms
All Dane 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 document last reviewed/updated 4/16/2024
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included document last reviewed/updated 2/7/2024
Completed Example of the Certificate of Trust Document
Example of a properly completed form for reference.
Included document last reviewed/updated 4/19/2024
Included Supplemental Documents
The following Wisconsin and Dane County supplemental forms are included as a courtesy with your order.
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 Wisconsin or Dane 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.
How do I get my forms, are they emailed?
Forms are NOT emailed to you. Immediately after you submit payment, the Dane 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 sent to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance.
What type of files are the forms?
All of our Dane 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.
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 Dane County that you need to transfer you would only need to order our forms once for all of your properties in Dane County.
Are these forms guaranteed to be recordable in Dane County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Dane 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:
- Dane County
Including:
- Belleville
- Black Earth
- Blue Mounds
- Cambridge
- Cottage Grove
- Cross Plains
- Dane
- De Forest
- Deerfield
- Madison
- Marshall
- Mazomanie
- Mc Farland
- Middleton
- Morrisonville
- Mount Horeb
- Oregon
- Stoughton
- Sun Prairie
- Verona
- Waunakee
- Windsor
What is the Wisconsin Certificate of Trust
The certificate of trust is an unrecorded document executed by a trustee and presented to a party doing business with the trustee (such as a financial institution). The document is codified as part of the Wisconsin Trust Code at Wis. Stat. 701.1013.
In a trust arrangement, a settlor transfers assets another person who, as trustee, manages them for the benefit of the trust beneficiary. In lieu of presenting the entire trust instrument, which generally goes unrecorded in order to protect the settlor's estate plans, the certificate is an abstract containing only the information required of the trustee in order to conduct the business at hand. The document certifies that the trust exists and that the trustee has the authority to act in the pending transaction on behalf of the trust.
The certificate includes a statement that the trust exists and contains the name and date of the trust; the names of the settlor and all currently acting trustees; an inventory of the relevant powers of the trustee; and the name by which the trust vests title to property. The form also identifies anyone who holds a power to revoke the trust, and, when there are co-trustees, stipulates the authority of the trustees to authenticate trust documents. Additionally, the certificate requires a statement that the trust has not been modified, amended, or revoked so as to invalidate the facts presented.
In most cases, the certificate is not recorded. It may sometimes accompany a conveyance of real property out of the trust (a trustee's deed), verifying that the trustee has the authority to convey real property and confirming that the property is subject to the trust by providing the legal description of the property, as found in the trust agreement or conveyancing instrument into trust.
Statements made in the certificate may be relied on as fact; Wis. Stat. 701.1013 provides protection for persons relying in good faith on the information presented in the certificate. In addition to the certificate, the trustee may furnish excerpts from the trust instrument designating the trustee and establishing the trustee's power to act in the business at hand. Recipients of a certificate requesting that the trustee furnish the entire trust instrument, however, are open to liability.
The certificate may be signed by any trustee in the presence of a notary public. If the document is submitted for recording, it must conform to standards for recording established at Wis. Stat. 59.43(2m).
Consult a lawyer with questions regarding trusts and certifications of trust in Wisconsin, as each situation is unique.
(Wisconsin COT Package includes form, guidelines, and completed example)
Our Promise
The documents you receive here will meet, or exceed, the Dane 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 Dane 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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April 25th, 2024
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April 25th, 2024
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Mark E.
April 25th, 2024
This was easy to use and only contained one glaring error-where to send the completed form to finish the process. I’ve completed the form, does this mean I get the amended deed sent to me? I think not.
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July 3rd, 2019
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August 20th, 2020
Great service. Fast, got everything done (form, recording) done in a couple of hours, lightning speed in the real estate world. Thanks!
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March 4th, 2020
Delivery of documents was instantaneous once payment is received. Thank you for that. For future clarification to potential users, Deeds.com may want to categorize the type of easement documents that are available. I was needing a 'utility easement' form and received an 'ingress/egress' form. Had I known it was an ingress/egress document, I would not have made the purchase. Outside of this issue, this site is very helpful for the average layperson to hold guardianship over personal interests.
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October 14th, 2020
This is fast and easy.
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May 4th, 2022
The best solution in creating deeds.
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March 18th, 2021
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July 27th, 2023
One thing I suggest is use the nomenclature Borrower / Lender / instead of Mortgatator / Mortgatee… Had to google which is which ? !
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August 26th, 2022
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May 9th, 2019
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May 20th, 2021
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Ronald M.
April 18th, 2019
Easy to use but can't seem to find LOGOUT control????
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May 15th, 2020
This was such an easy transaction and quicker than if I went to the recording office. During this time of COVID19 and not being able to record documents in person it helped us to get what we needed and quickly.
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