Waukesha County Certificate of Trust Form

Last validated July 23, 2026 by our Forms Development Team

Waukesha County Certificate of Trust Form

Waukesha 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
Waukesha County Certificate of Trust Guide

Waukesha County Certificate of Trust Guide

Line by line guide explaining every blank on the form.

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

Waukesha 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 Waukesha County to use these forms. Documents should be recorded at the office below.

Where to Record Your Documents

Waukesha County Register of Deeds

Address:
County Admin Center - 515 W Moreland Blvd, Rm AC110
Waukesha, Wisconsin 53188-2428

Hours: 8:00 am - 4:30 pm M-F Central Standard Time. Recording 8:00 - 4:00

Phone: (262) 548-7583

Recording Tips for Waukesha County:
  • Ensure all signatures are in blue or black ink
  • White-out or correction fluid may cause rejection
  • Request a receipt showing your recording numbers

Cities and Jurisdictions in Waukesha County

Properties in any of these areas use Waukesha County forms:

  • Big Bend
  • Brookfield
  • Butler
  • Delafield
  • Dousman
  • Eagle
  • Elm Grove
  • Genesee Depot
  • Hartland
  • Lannon
  • Menomonee Falls
  • Merton
  • Mukwonago
  • Muskego
  • Nashotah
  • New Berlin
  • North Lake
  • North Prairie
  • Oconomowoc
  • Okauchee
  • Pewaukee
  • Sussex
  • Wales
  • Waukesha

View Complete Recorder Office Guide

Hours, fees, requirements, and more for Waukesha County

How do I get my forms?

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

Yes. Our form blanks are guaranteed to meet or exceed the applicable formatting requirements used for recording in Waukesha 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 Waukesha 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 Waukesha County?

Recording fees in Waukesha County vary. Contact the recorder's office at (262) 548-7583 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 Waukesha County to use these forms. Documents should be recorded at the office below.

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

Our Promise

The documents you receive here are guaranteed to meet or exceed the applicable Waukesha 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 Waukesha 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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