San Diego County Certificate of Trust Form (California)
All San Diego 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 San Diego County compliant document last validated/updated 11/19/2024
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included San Diego 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 San Diego County compliant document last validated/updated 7/24/2024
The following California and San Diego 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 San Diego County. The executed documents should then be recorded in one of the following offices:
San Diego Clerk/Recorder Main Office
County Administration Center - 1600 Pacific Highway, Suite 260, San Diego, California 92101
Hours: Monday to Friday 8:00am - 5:00pm
Phone: (619) 236-3771, 238-8158; (760) 630-1219 North County
Mail to: San Diego Assessor/Recorder/Clerk
P.O. Box 121750, San Diego, California 92112-1750
Hours: N/A
Phone: mailing address
El Cajon Branch Office
200 S Magnolia Ave, El Cajon, California 92020
Hours: Monday through Friday 8:00am - 5:00pm
Phone: (619) 238-8158 or (619) 236-3771 Assessor
San Marcos Branch Office
141 E Carmel St, San Marcos, California 92078
Hours: Monday through Friday 8:00am - 5:00pm
Phone: (619) 238-8158 or (760) 630-1219 North County
Chula Vista Branch Office
590 3rd Ave., Chula Vista, California 91910
Hours: 8:00 a.m. to 5:00 p.m., Monday through Friday, except holidays.
Phone: (619) 238-8158
Local jurisdictions located in San Diego County include:
- Alpine
- Bonita
- Bonsall
- Borrego Springs
- Boulevard
- Camp Pendleton
- Campo
- Cardiff By The Sea
- Carlsbad
- Chula Vista
- Coronado
- Del Mar
- Descanso
- Dulzura
- El Cajon
- Encinitas
- Escondido
- Fallbrook
- Guatay
- Imperial Beach
- Jacumba
- Jamul
- Julian
- La Jolla
- La Mesa
- Lakeside
- Lemon Grove
- Lincoln Acres
- Mount Laguna
- National City
- Oceanside
- Pala
- Palomar Mountain
- Pauma Valley
- Pine Valley
- Potrero
- Poway
- Ramona
- Ranchita
- Rancho Santa Fe
- San Diego
- San Luis Rey
- San Marcos
- San Ysidro
- Santa Ysabel
- Santee
- Solana Beach
- Spring Valley
- Tecate
- Valley Center
- Vista
- Warner Springs
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 San Diego 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 San Diego County using our eRecording service.
Are these forms guaranteed to be recordable in San Diego County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by San Diego 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 San Diego County that you need to transfer you would only need to order our forms once for all of your properties in San Diego County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by California or San Diego 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 San Diego 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 San Diego 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 San Diego 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 - ( 4432 Reviews )
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.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Adriane L.
November 20th, 2024
great experience. Great communication and very fast turn aroundrntyrnAdriane
Your feedback is valuable to us and helps us improve. Thank you for sharing your thoughts!
Jennifer L L.
November 19th, 2024
So far this has been a great experience. Very easy to use the deeds.com website and download the forms. Very nice that they give example forms and guides to help you fill out the forms. I just have to wait to make sure that the forms are accepted and recorded with no issues.
Your insights are invaluable to us and help us strive for better service. Thank you for taking the time to share your thoughts.
Lawrence C.
October 18th, 2024
Excellent and expeditious service. Will definitely use in the future when the need arises.
Thank you for your positive words! We’re thrilled to hear about your experience.
Steve R.
July 30th, 2022
Great! One time cost, ordering was easy, documents where just what I needed.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Dean P.
October 6th, 2021
Very fast, efficient, and convenient - thanks Deeds.com! I would recommend this service to everyone needing to record documents, especially out-of-state customers such as myself.
Thank you for your feedback. We really appreciate it. Have a great day!
Allen P.
January 7th, 2023
Information very useful and helpful. It would be helpful to inform purchasers that legal size paper is needed to print documents. We had to run to the store and purchase some.
Thank you for your feedback. We really appreciate it. Have a great day!
Julie G.
November 30th, 2020
Great online tool to get your deeds recorded without having to go downtown! Will be using deeds.com for all our future recordings!
Thank you!
Sara R.
July 24th, 2020
The deed is presently at the auditors office and will be recorded after approval from zoning board. As far as I know, everything is going along well. A self addressed envelope was left at recorder's office for return after recording is complete.
Thank you!
Tullea S.
October 15th, 2024
Although I didn't get what I needed, the customer service is outstanding. I got a text asking if I needed any help. He canceled my subscription right away and was very helpful. He responded quickly each time.
We are delighted to have been of service. Thank you for the positive review!
Eugenia T.
August 9th, 2023
I am the Kent County Recorder of Deeds in Central Delaware. I am impressed by the accuracy of your website. All data you post is correct regarding forms, fees, etc. We have just spent several months researching Property Theft, using many cites from various sources. I just discovered your white paper on this subject, and it is excellent. It also covers a few things we did not, such as house flipping and immigrants. Congratulations!
Thank you for your kind words and thoughtful review! It's an honor to know that our resources have been valuable to the Kent County Recorder of Deeds. Your feedback is particularly meaningful to us, and we are glad that our white paper contributed to your research on Property Theft. We fully support your vital efforts to combat property theft and deed fraud, and if there's anything else we can assist you with or any further insights you'd like to share, please don't hesitate to reach out. Keep up the outstanding work!
Randall S.
September 19th, 2021
I have had great success with this so far. The site had the correct forms and I was able complete the documents. It seems like a great resource!
Thank you for your feedback. We really appreciate it. Have a great day!
Tammy B.
August 13th, 2020
I am so happy that I was able to get these forms. So simple to get and seems like will be easy to fill out . Thank you
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Gwenevere J.
December 1st, 2020
Website is very informative and user friendly!
Thank you!
scott m.
February 21st, 2021
thanks- easy as pie.
Thank you!