Polk County Certificate of Trust Form (Wisconsin)
All Polk 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 Polk County compliant document last validated/updated 4/14/2025
Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Polk County compliant document last validated/updated 6/13/2025
Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Polk County compliant document last validated/updated 6/26/2025
The following Wisconsin and Polk 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 Polk County. The executed documents should then be recorded in the following office:
Polk County Register of Deeds
100 Polk County Plaza, Suite 160, Balsam Lake, Wisconsin 54810
Hours: Monday - Friday 8:30am - 4:30pm
Phone: (715) 485-9240
Local jurisdictions located in Polk County include:
- Amery
- Balsam Lake
- Centuria
- Clayton
- Clear Lake
- Cushing
- Dresser
- Frederic
- Luck
- Milltown
- Osceola
- Saint Croix Falls
- Star Prairie
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 Polk 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 Polk County using our eRecording service.
Are these forms guaranteed to be recordable in Polk County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Polk 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 Polk County that you need to transfer you would only need to order our forms once for all of your properties in Polk County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Wisconsin or Polk 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 Polk 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.
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 Polk 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 Polk 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 - ( 4562 Reviews )
MARY LACEY M.
June 30th, 2025
Great service! Recording was smooth and swiftly performed. Deeds.com is an excellent service.rn
We are delighted to have been of service. Thank you for the positive review!
Robert F.
June 30th, 2025
Breeze.... It feels silly to hire an attorney to do this for just one beneficiary. Thanks.
Thank you for your feedback. We really appreciate it. Have a great day!
Pauline C.
June 29th, 2025
Everything that was stated to be included in my order was complete. Very satisfied
Thank you for your positive words! We’re thrilled to hear about your experience.
Yvonne W.
December 30th, 2018
I'm not certain yet that this is all I need to do what I need to do. Marion Co. Clerk's office has not been helpful. I found this site from that site & hopefully it will help.
Thanks for the feedback Yvonne. We hope you found what you needed. Have a wonderful day!
Novella M T.
January 5th, 2022
Amazing forms, nice to have something specific and not generic like some other sites. Getting the other required forms included is a nice bonus.
Great to hear Novella. We appreciate you taking the time to leave your feedback.
Marcia G.
June 24th, 2020
I am so happy with this service. I can not tell you. In about 30 minutes my records were recorded. Excellent!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Rebecca H.
December 14th, 2020
Very pleased with the ease of this deed form. Completing the deed form to make sure everything was in my name took ten minutes. Thanks.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Everette W.
March 5th, 2023
This form was very helpful ... I wish I had run across your before it would have saved me a lot of money.
Thank you!
NATALIE A.
January 6th, 2021
The form was very easy to use and the sample tool you had was very helpful. the only problem i had was saving the document and then trying to find it later. I finally was able to figure out how to save it. but i still cannot find the saved document on my computer. Luckily i printed it before i closed it and did not need to make any changes.
Thank you for your feedback. We really appreciate it. Have a great day!
Beverly J. A.
April 24th, 2022
Thank you for the paperwork. It was so much easier to do at home than go out and have to have people miss work.
Thank you!
Petre A.
April 9th, 2022
Easy @ useful
Thank you!
ALAN C.
April 22nd, 2019
Everything was as advertised, and easily downloaded.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
DAVID K.
April 6th, 2019
Already gave a review Great site and help
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Jason P.
April 8th, 2021
Price is fair and system is so user friendly. Highly recommend
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
nannette b.
October 27th, 2019
got what I needed quick and easy thank you!!!
Thank you for your feedback. We really appreciate it. Have a great day!