Yolo County Certificate of Trust Form (California)

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

Certificate of Trust Form

Yolo County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Yolo County compliant document last validated/updated 9/19/2024

Certificate of Trust Guide

Yolo County Certificate of Trust Guide

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

Completed Example of the Certificate of Trust Document

Yolo County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Yolo 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 Yolo County. The executed documents should then be recorded in the following office:

Yolo County Clerk-Recorder

625 Court St, Rm B01 / PO Box 1130, Sacramento, California 95695 / 95776-1130

Hours: 8:00am to 4:00pm / Phone: until 5:00pm

Phone: 530-666-8130

Local jurisdictions located in Yolo County include:

  • Brooks
  • Capay
  • Clarksburg
  • Davis
  • Dunnigan
  • Esparto
  • Guinda
  • Knights Landing
  • Madison
  • Rumsey
  • West Sacramento
  • Winters
  • Woodland
  • Yolo
  • Zamora

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by California or Yolo 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 Yolo 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 Yolo 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 Yolo 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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October 25th, 2024

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October 25th, 2024

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October 24th, 2024

Fast, reliable excellent service

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Allan S.

September 19th, 2024

Using this sofftware was a piece of cake!rnDonload was fast and simple. Using the guide supplied I did the Beneficiary Deed in no time.rnWould certainly use this service again without hesitation.rn

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FRANK O.

March 1st, 2019

Easy to download and use the forms, however two forms needed for my county recording were not included.

Reply from Staff

Thank you for your feedback Frank. We'll look into finding and including the additional supplemental documents. Sometimes supplemental documents have to be generated by the county's system, specific to the transaction.

Shane T.

March 7th, 2020

The Transfer on Death Deed form package was very good. But like anything, could use some improvements.

There is not enough space to fill more than one beneficiary with any level of additional detail like "as his sole and separate property"

The area for the legal description could be a bit bigger and potentially fit many legal descriptions. Or it could be made to simply say "See Exhibit A" as is likely necessary for most anyway.

The guide should indicate what "homestead property" means so the user doesn't have to research the legal definition. (which turns out to be obvious, at least in my state, if you live there, it's your homestead.)

It would be helpful if an "Affidavit of Death" form were included in the package for instances where the current deed hasn't been updated to reflect a widowed owner as the sole owner before recording with only the one signature.

Reply from Staff

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Janice L.

April 27th, 2021

The forms were easy to request.
I'm assuming that the download will be as well.
Im so glad that I can upload the information
without having to leave my home.

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March 2nd, 2022

I searched on line for the blank forms I needed, everyone that said it's free was a part m they wanted to sign me up for a monthly membership, deeds.com had the forms that I can download and fill in, I paid $24 and got more than I needed, very easy company to deal with, I highly recommend them.

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April 1st, 2022

So far have only done the download, will come back with further review at a later date.

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September 21st, 2022

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February 12th, 2020

The site was quick and easy to find information I needed. It also provided extra paperwork that would assist me.

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January 11th, 2019

Great source of all required legal documents and supplements.

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July 31st, 2020

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December 22nd, 2021

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