Marin County Certificate of Trust Form (California)

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

Certificate of Trust Form

Marin County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Marin County compliant document last validated/updated 11/19/2024

Certificate of Trust Guide

Marin County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Marin County compliant document last validated/updated 8/19/2024

Completed Example of the Certificate of Trust Document

Marin County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Marin County compliant document last validated/updated 7/24/2024

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

Marin County Recorder

3501 Civic Center Dr, Suite 232, San Rafael, California 94903

Hours: M-F: 8:00 am - 4:00 pm / Recording until 3:00 pm only

Phone: (415) 473-6092

Local jurisdictions located in Marin County include:

  • Belvedere Tiburon
  • Bolinas
  • Corte Madera
  • Dillon Beach
  • Fairfax
  • Forest Knolls
  • Greenbrae
  • Inverness
  • Kentfield
  • Lagunitas
  • Larkspur
  • Marshall
  • Mill Valley
  • Nicasio
  • Novato
  • Olema
  • Point Reyes Station
  • Ross
  • San Anselmo
  • San Geronimo
  • San Quentin
  • San Rafael
  • Sausalito
  • Stinson Beach
  • Tomales
  • Woodacre

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by California or Marin 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 Marin 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.

California Certification of Trust

In California, the certification of trust is governed by Probate Code Section 18100.5.
A certificate of trust is used by an acting trustee or trustees of a trust to prove to financial institutions or other third parties that he/she/they has/have the authority to act on behalf of the trust. The certificate is used in lieu of the full trust document to keep nonessential information about the trust, such as the identities of trust beneficiaries, confidential.

The certificate verifies the existence of the trust and presents the pertinent details of the trust, such as the settlor, the trustee, the powers granted to the trustee, and, in the case that there are co-trustees, the number and identity of persons required to sign legal documents dealing with the trust. The certificate also specifies how the trust will vest title to real property.

Like all documents affecting real estate, the certification requires a legal description of the real property subject to the trust. In California, the certification also must include the trust's taxpayer ID, a number that is either the SSN of the settlor (in the case of revocable trusts) or an EIN assigned by the IRS (in the case of irrevocable trusts).
Trust law can quickly become complicated, and each case is unique, so contact a lawyer with any questions that arise.

(California Certificate of Trust Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Marin 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 Marin 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 - ( 4434 Reviews )

James S.

November 21st, 2024

Forms used, created quitclaim deed that the county accepted without a second look (turns out they see deeds.com forms regularly via erecording and in person). Will be back for any real estate related forms I need and they carry. Will always be my first stop. Also, will use erecording next time, mad I didn't see it this time.

Reply from Staff

Thanks for the kind words James, glad we could help. Look forward to seeing you again.

Thomas G.

November 21st, 2024

Wasn’t what I expected

Reply from Staff

Sorry to hear that your expectations were missed. Your order has been canceled. We do hope that you find something more suitable to your expectations elsewhere. Do keep in mind that purchasing legal forms should not be an exploratory endeavor.

Jimmy P.

November 20th, 2024

They sent me everything I would need to do this. Easy purchase -Easy download. Great!! I'll be back here for all my document needs.

Reply from Staff

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

Judy W.

May 12th, 2021

It would be helpful if the numbers on the instruction sheet were on the form. I was confused on page two if the signatures were for witnesses or buyer (grantee).
I do like the form and will use it in the future.

Also page one Grantee's signature only has one line and if there are two buyers need another line.

Reply from Staff

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

Nancy N.

February 12th, 2022

Very easy to use. Appreicate the sample filled out forms and the guide book. Thank you!

Reply from Staff

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

Cynthia E.

June 1st, 2019

good source

Reply from Staff

Thank you!

Ken C.

October 20th, 2020

I did a Beneficiary Deed, package came with all forms and instructions. Recorder accepted first time.
Ken C

Reply from Staff

Thank you for your feedback Ken. We really appreciate it.

Margaret M.

October 28th, 2019

Great job with these forms. Super easy and up to date, a rare find online these days. Thank you.

Reply from Staff

Thank you!

Jean B.

February 28th, 2023

Thank you for this service. Saved a lot of my time and money. The guide and sample was very helpful. Jean

Reply from Staff

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

Kathy O.

December 2nd, 2021

I was so happy to be able to print the Quit Claim Deed form and learn about other forms. Very pleased with this service! Took the stress out of preparing needed deeds for notirization for our Trust. Very grateful. Thank you. Kathy

Reply from Staff

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

Joseph K.

May 1st, 2020

I'm very impressed. We're a small nonprofit, and we usually walk our documents into our county offices for recording. So I was a little bit skeptical about how things would work if we did it electronically. But it was a smooth, quick, painless, and reasonably priced process. I expect that this will be our preferred method even after county offices re-open.

Reply from Staff

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

GLENN B.

August 21st, 2023

Great affordable quick service

Reply from Staff

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Diana A.

February 5th, 2019

My service today was outstanding.your rep asked me several questions and was able to get me all the information I needed.

Reply from Staff

Thank you!

Frances B.

June 13th, 2019

Excellent product!!!! Accepted at my courthouse without a hitch.
I recommend this company whole heartedly!!

Reply from Staff

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

Gail J.

November 23rd, 2021

Great! Got the document I needed

Reply from Staff

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