Sonoma County Certificate of Trust Form (California)
All Sonoma 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 Sonoma County compliant document last validated/updated 11/19/2024
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included Sonoma 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 Sonoma County compliant document last validated/updated 7/24/2024
The following California and Sonoma 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 Sonoma County. The executed documents should then be recorded in the following office:
Clerk-Recorder-Assessor-Registrar
585 Fiscal Dr, Room 103 / PO Box 1709, Santa Rosa, California 95403 / 95402
Hours: 8:00 to 5:00, Wed until 4:00 / Same-day Recording until 4:00
Phone: (707) 565-2651
Local jurisdictions located in Sonoma County include:
- Annapolis
- Bodega
- Bodega Bay
- Boyes Hot Springs
- Camp Meeker
- Cazadero
- Cloverdale
- Cotati
- Duncans Mills
- El Verano
- Eldridge
- Forestville
- Fulton
- Geyserville
- Glen Ellen
- Graton
- Guerneville
- Healdsburg
- Jenner
- Kenwood
- Monte Rio
- Occidental
- Penngrove
- Petaluma
- Rio Nido
- Rohnert Park
- Santa Rosa
- Sebastopol
- Sonoma
- Stewarts Point
- The Sea Ranch
- Valley Ford
- Villa Grande
- Vineburg
- Windsor
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 Sonoma 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 Sonoma County using our eRecording service.
Are these forms guaranteed to be recordable in Sonoma County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Sonoma 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 Sonoma County that you need to transfer you would only need to order our forms once for all of your properties in Sonoma County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by California or Sonoma 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 Sonoma 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 Sonoma 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 Sonoma 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.
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
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.
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Kendall B.
September 24th, 2019
Good
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Tim P.
January 22nd, 2020
Super easy and they filed my paperwork the same day
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Marilyn C.
April 6th, 2020
My document got recorded right away. Thank you! Will use again in the future when needed.
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shelley m.
March 5th, 2019
I thought the service was good
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Janalee T.
April 17th, 2020
Fast, easy. quickly accepted by county recorder.
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Dee W.
December 11th, 2019
Easy process! Submit payment, fill out forms using the document guide provided, and print!
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Johnny H.
September 15th, 2022
The format presented is exactly what is needed to produce a perfect listing in the registry of The Maricopa County Office of the Recorder. Thanks for an effective solution to a very important document.
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Danelle S.
November 22nd, 2019
So easy and fast that even I could do it, and I'm technologically challenged! Thank you Deeds.com for taking care of the technical stuff so I can live and play. Definitely speedy delivery!
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Richard S.
August 13th, 2020
Not user friendly, and not an Adobe fan. The first page of Quitclaim Deed form cuts off the Parcel Identification line on the bottom. Also quite a few forms showed up to be downloaded , after I paid, so I was unsure if all the forms were part of the quitclaim package. I have adobe but was unable to locate the forms in adobe on my computer after I downloaded them. Just wanted to print out one quitclaim deed form, which would have taken less that 3 minutes. instead it took 97 minutes. Thank you, though, for having the form there.
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Kevin H.
March 1st, 2019
I was able to find the forms I needed and questions answered
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Jacqueline S.
May 4th, 2021
Outstanding service. The quit claim Deed form was great. Very easy to use and explained very clearly. Definitely recommend.
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September 15th, 2020
Whomever "KCH" is, that person was of great help. It took me several tries due my inexperience with ADOBE SCAN, but that certainly is no fault of yours!!
KVH was very patient with me, and in fact resolved the things I was doing wrong for me, without my even requesting the assistance.
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