Monterey County Certificate of Trust Form (California)
All Monterey 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 Monterey County compliant document last validated/updated 11/19/2024
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included Monterey County compliant document last validated/updated 8/19/2024
Completed Example of the Certificate of Trust Document
Example of a properly completed form for reference.
Included Monterey County compliant document last validated/updated 7/24/2024
The following California and Monterey 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 Monterey County. The executed documents should then be recorded in the following office:
Assessor/Recorder/County Clerk
168 West Alisal St, 1st floor / PO Box 29, Salinas, California 93902-0570
Hours: Mon-Fri 8:00 am to 5:00 pm / Recording until 4:00 pm
Phone: (831) 755-5041 or toll free from peninsula (831) 647-77
Local jurisdictions located in Monterey County include:
- Aromas
- Big Sur
- Bradley
- Carmel
- Carmel By The Sea
- Carmel Valley
- Castroville
- Chualar
- Gonzales
- Greenfield
- Jolon
- King City
- Lockwood
- Marina
- Monterey
- Moss Landing
- Pacific Grove
- Pebble Beach
- Salinas
- San Ardo
- San Lucas
- Seaside
- Soledad
- Spreckels
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 Monterey 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 Monterey County using our eRecording service.
Are these forms guaranteed to be recordable in Monterey County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Monterey 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 Monterey County that you need to transfer you would only need to order our forms once for all of your properties in Monterey County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by California or Monterey 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 Monterey 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 Monterey 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 Monterey 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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The release of mortgage form was OK, and accepted at the recorder's office, but there were some problems. Many of the fields to type in were too small to accept the data, and I could not find a way to change the field size or use a smaller font. Otherwise I was satisfied.
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September 28th, 2019
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May 2nd, 2023
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