Montgomery County Certificate of Trust Form (Alabama)

All Montgomery County specific forms and documents listed below are included in your immediate download package:

Certificate of Trust Form

Montgomery County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Montgomery County compliant document last validated/updated 2/1/2024

Certificate of Trust Guide

Montgomery County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Montgomery County compliant document last validated/updated 6/13/2024

Completed Example of the Certificate of Trust Document

Montgomery County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Montgomery County compliant document last validated/updated 5/30/2024

When using these Certificate of Trust forms, the subject real estate must be physically located in Montgomery County. The executed documents should then be recorded in the following office:

Judge of Probate: Records & Recording

Courthouse Annex III - 101 South Lawrence St, Montgomery, Alabama 36104

Hours: 8:00 to 5:00 M-F

Phone: (334) 832-1236 or 1237

Local jurisdictions located in Montgomery County include:

  • Cecil
  • Grady
  • Hope Hull
  • Lapine
  • Mathews
  • Montgomery
  • Mount Meigs
  • Pike Road
  • Pine Level
  • Ramer

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 Montgomery 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 Montgomery County using our eRecording service.
Are these forms guaranteed to be recordable in Montgomery County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Montgomery 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 Montgomery County that you need to transfer you would only need to order our forms once for all of your properties in Montgomery County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Alabama or Montgomery 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 Montgomery 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.

Ala. Code 19-3B-1013 outlines the requirements for a certification of trust in the State of Alabama.

When acquiring property in the name of a trust or transferring property to a trust, the bank or escrow company approving the transfer requires confirmation of the trustee's authority to act. Instead of furnishing a copy of the original trust, which may contain personal information, a trustee can provide a document called a certification of trust, or trust certificate, to avoid disclosing personal information to someone who is not a beneficiary of the trust.

The certification of trust acts as evidence of the existing trust, and verifies the trustee's status to act on its behalf. According to the law, the recipient of the certification of trust may also require the trustee to furnish excerpts from the original trust and later amendments that designate the trustee and enumerate the trustee's powers. However, a certificate of trust is sufficient documentation to establish the trustee's liability for the existence of the facts contained in the certification.

(Alabama Certificate of Trust Package includes form, guidelines, and completed example) Contact a lawyer with any questions regarding certificates of trust.

Our Promise

The documents you receive here will meet, or exceed, the Montgomery 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 Montgomery 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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July 1st, 2024

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Julie P.

June 30th, 2024

Quick & easy to use. Spoke a lawyer and saved hundreds by doing it myself.

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Caroline E.

June 28th, 2024

Very easy!

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Allan A.

June 5th, 2020

Excellent service, communication and done in a timely fashion. Worth the cost for the convenience and safety

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Mark S.

September 14th, 2022

Very easy site to navigate. The quit claim deed I downloaded was perfect for my needs. Would like to see a (Deed in Lieu of Foreclosure) added to the forms list.

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Kristopher K.

October 22nd, 2021

Process is easy but system would not accept 3 different credit cards on first day. No phone number to call. Sent message and response was all 3 cards must have been declined. However, next day one of those cards went through with no problem.

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George R.

July 28th, 2020

One of the most satisfactory and easy to use websites I have come across. Being able to record documents in the court records without having to pay an atty $500 per hour and accomplish the recording in about 24 hours instead of days and even weeks i
s invaluable. Worked perfectly.

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Dhanminder D.

July 30th, 2020

The service was great.
Thank you.

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Rachel S.

January 25th, 2021

It would be nice to get a reply in a small window that says "Your request package has been submitted." That way I can log out and wait for the email. I do love the efficient service.

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Melody P.

December 30th, 2020

5 Stars isn't enough! I worked with KVH today (12-30-20) to get some deeds filed in Dallas County before the end of the year. Timing was critical and I thought my only option was to record in person. Someone suggested I try Deeds.com, and I'm very glad I did. KVH provided excellent service. Everything was quick and efficient, and I highly recommend using this service. Thanks!

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Jean W.

April 21st, 2021

helpful if there was a space so one could type in the exemption # on the blank form before printing

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Home For Life S.

October 29th, 2019

Covers everything; very pleased.

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Jessica B.

September 23rd, 2021

Amazing service. Immediate responses at all hours of the day and prevent late in the evening! Patient and friendly. I will say that Adobe scan did not work well for me. Notes app for IOS has a scan feature and that seemed to work best.

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Michael D.

August 19th, 2019

Your Guide is very good but does not explain precisely where one can find the Instrument Number for the originally filed Claim of Lien.

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Dana P.

October 6th, 2020

Thank you for making a difficult time a little easier. The forms are easy to download and complete and the Guide is very helpful.

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