Jefferson County Certificate of Trust Form

Last validated July 23, 2026 by our Forms Development Team

Jefferson County Certificate of Trust Form

Jefferson County Certificate of Trust Form

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

Document Last Validated 7/16/2026
Jefferson County Certificate of Trust Guide

Jefferson County Certificate of Trust Guide

Line by line guide explaining every blank on the form.

Document Last Validated 7/23/2026
Jefferson County Completed Example of the Certificate of Trust Document

Jefferson County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.

Document Last Validated 7/20/2026

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

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

Where to Record Your Documents

Register of Deeds

Address:
311 S Center Ave, Rm 102
Jefferson, Wisconsin 53549

Hours: Monday - Friday 8:00am to 4:30pm

Phone: 920-674-7235

Recording Tips for Jefferson County:
  • Bring your driver's license or state-issued photo ID
  • Check that your notary's commission hasn't expired
  • Documents must be on 8.5 x 11 inch white paper
  • Recording early in the week helps ensure same-week processing

Cities and Jurisdictions in Jefferson County

Properties in any of these areas use Jefferson County forms:

  • Fort Atkinson
  • Helenville
  • Ixonia
  • Jefferson
  • Johnson Creek
  • Lake Mills
  • Palmyra
  • Sullivan
  • Waterloo
  • Watertown

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Jefferson County

How do I get my forms?

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

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Jefferson County, including margin requirements, font requirements, and other layout standards. This guarantee applies to formatting, not to the legal sufficiency of information entered by the user or the suitability of a form for a particular transaction.

Can I reuse these forms?

Yes. You can reuse the forms for your personal use. For example, if you have multiple properties in Jefferson 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 Jefferson County?

Recording fees in Jefferson County vary. Contact the recorder's office at 920-674-7235 for current fees.

Questions answered? Let's get started!

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)

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

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

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Jefferson County recording format requirements. If there is a rejection caused by our formatting, we will correct the issue or refund your payment. This guarantee applies to document formatting only and does not extend to information entered by the user, the selection of the form, or the legal effect of the completed document.

Save Time and Money

Get your Jefferson 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.

4.8 out of 5 - ( 4763 Reviews )

Edward B.

May 13th, 2020

Thank you for the rapid response. I shall persevere in my search using other public records. I shall keep your website handy for other such searches in the future.

Reply from Staff

Thank you!

Scott K.

July 2nd, 2022

The beneficiary deed was acceptable to the county clerk and my notarized official deed was mailed to me. The Missouri-based deed met with official approval so all is well in the land that time forgot.

Reply from Staff

Thank you!

Sam A.

September 18th, 2022

The form is just what I needed! Super easy access and user friendly. Exactly what I needed. Worth every dollar!!

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Brenda Y.

January 14th, 2020

Five stars rating for sure. All so easy to download and print from your home computer. I live in rural Arizona and have no store to run in to like the lady at the County office told me, so Deeds.com is the best. Brenda Y.

Reply from Staff

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Melvin M.

June 6th, 2019

loads of forms and instructions....for a good buy...it would help to know where to send the forms after completing them...

Reply from Staff

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Stacie L.

April 1st, 2020

The deed is great. However, I do not believe your Statement of Full Consideration is up to date as it does not give the reference for an exemption on the Transfer on Death Deed.

Reply from Staff

Thank you Stacie. We'll take a look at those supplemental forms. Have a great day!

Greg F.

October 14th, 2022

Sorry that this a little late. I'm VERY HAPPY with everything. The deeds paperwork was just what I was looking for. It was very to fill out, it was different than n the folks used years ago. I called the county clerk, and they were very helpful. Thank you for the paperwork it was easy to use and understand.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Mark W.

December 19th, 2022

Great form and easy to complete. Sending a sample and instructions was very helpful. Thank you!

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Pamela G.

January 29th, 2019

This is an easily navigated site and the forms came with detailed directions. I have already recommended Deeds.com to a family member.

Reply from Staff

Thank you so much Pamela, we really appreciate it!

MARIA P.

April 16th, 2021

I finally was able to download the forms. Thank you and I know I will be able to use your service anytime I may need a legal document. Thanks again!

Reply from Staff

Thank you!

Renee K.

November 19th, 2022

So very easy to upload documents to the site and communication is very quick. It made our transactions so effortless.

Reply from Staff

Thank you!

John D.

September 1st, 2021

Very helpful and easy to use.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

DAVID K.

April 6th, 2019

Already gave a review Great site and help

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Richard R.

April 16th, 2021

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

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Ruth L.

August 18th, 2021

Easy to use form. I filled it out and took it to the county office. Entire process took less than 20 min.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!