Santa Clara County Certificate of Trust Form (California)
All Santa Clara 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 Santa Clara County compliant document last validated/updated 11/19/2024
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included Santa Clara 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 Santa Clara County compliant document last validated/updated 7/24/2024
The following California and Santa Clara 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 Santa Clara County. The executed documents should then be recorded in the following office:
County Clerk-Recorder
110 West Tasman Drive (ATTN: Recording-First floor), San Jose, California 95134
Hours: 8:00 a.m. to 4:30 p.m
Phone: (408) 299-5688
Local jurisdictions located in Santa Clara County include:
- Alviso
- Campbell
- Coyote
- Cupertino
- Gilroy
- Holy City
- Los Altos
- Los Gatos
- Milpitas
- Morgan Hill
- Mount Hamilton
- Mountain View
- New Almaden
- Palo Alto
- Redwood Estates
- San Jose
- San Martin
- Santa Clara
- Saratoga
- Stanford
- Sunnyvale
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 Santa Clara 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 Santa Clara County using our eRecording service.
Are these forms guaranteed to be recordable in Santa Clara County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Santa Clara 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 Santa Clara County that you need to transfer you would only need to order our forms once for all of your properties in Santa Clara County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by California or Santa Clara 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 Santa Clara 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 Santa Clara 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 Santa Clara 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 - ( 4449 Reviews )
Daniel B.
December 24th, 2024
easy to use and upload.
We are delighted to have been of service. Thank you for the positive review!
Dorothy N.
December 22nd, 2024
The mortgage and note were thorough and very satisfactory for my purposes. The accompanying forms were excellent. I am very pleased with my purchase.
We welcome your positive feedback and are thrilled to have met your expectations. Thank you for choosing our services.
Edward E.
December 22nd, 2024
Easy to use.
Your feedback is valuable to us and helps us improve. Thank you for sharing your thoughts!
Marina M.
April 16th, 2022
Very easy to choose template and download. The price seems fair. Not sure the section on the deed for 6 witnesses is necessary....
Thank you for your feedback. We really appreciate it. Have a great day!
SUSAN B.
September 16th, 2024
THE PROCEDURE IN GETTING THIS MECHANICS LIEN PROCESSED HAS SO FAR BEEN RELATIVELY SIMPLY - BETTER THAN HAVING TO WAIT ON MAIL OR GO IN PERSON TO GET RECORDED
We are delighted to have been of service. Thank you for the positive review!
Donna S.
June 22nd, 2022
Very easy forms to fill out and convenient since my county does not carry these forms , great service .
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William A.
September 11th, 2019
I was able to get the documents I wanted, and very quickly. Good service.
Thank you!
Marianne F.
September 28th, 2020
This serve was very fast and efficient. I was very pleased at how quickly I received my recorded document.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Michael M.
November 3rd, 2020
This company gets it right! All the forms you need for your jurisdiction along with guides, and more
Thank you for your feedback. We really appreciate it. Have a great day!
Raymond R C.
September 10th, 2019
Old document deeds were not available and my cost was returned. Was referred to another location and was able to get some help there.
Thank you for your feedback. We really appreciate it. Have a great day!
randall a.
July 16th, 2019
As advertised. good value.
Thank you for your feedback. We really appreciate it. Have a great day!
Sandra T.
May 4th, 2023
I hope this will address all I need to make sure my father is not being taken for granted by my siblings and a nephew and his wife.
thank you
Thank you!
michael k.
February 24th, 2023
fast and easy to fill out forms.
Thank you!
Robert D.
March 7th, 2019
These forms made it so easy to update the property deed and the instructions and sample filled out form were most helpful. You might want to add some brief information on when or why to use the Acknowledgment in Individual Capacity notary form. In my case the notary was required to use it but also filled in the brief notarize section on the Affidavit as well. She said the one on the Affidavit had some value because it showed she had witnessed the my signature. But this was only after I suggested both be filled in as she initially thought to just strike through it and just use the Acknowledgment in Individual Capacity form.
Thank you for your feedback. We really appreciate it. Have a great day!
KIMBERLY B.
September 29th, 2021
AWSOME!
Thank you!