Sumter County Certificate of Trust Form (Florida)
All Sumter County specific forms and documents listed below are included in your immediate download package:
Certificate of Trust Form
Fill in the blank Certificate of Trust form formatted to comply with all Florida recording and content requirements.
Included Sumter County compliant document last validated/updated 11/5/2024
Certificate of Trust Guide
Line by line guide explaining every blank on the Certificate of Trust form.
Included Sumter County compliant document last validated/updated 12/4/2024
Completed Example of the Certificate of Trust Document
Example of a properly completed Florida Certificate of Trust document for reference.
Included Sumter County compliant document last validated/updated 11/19/2024
The following Florida and Sumter 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 Sumter County. The executed documents should then be recorded in one of the following offices:
Clerk of Court: Official Records
215 E McCollum Ave, Rm 190 / PO Box 2587, Bushnell, Florida 33513
Hours: 8:30 to 5:00 M-F
Phone: (352) 569-6600
North Sumter Annex
8033 E CR-466, The Villages, Florida 32162
Hours: 8:30am - 5:00pm M-F / Document drop-off only
Phone: 352-689-4625
Local jurisdictions located in Sumter County include:
- Bushnell
- Center Hill
- Coleman
- Lake Panasoffkee
- Oxford
- Sumterville
- The Villages
- Webster
- Wildwood
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 Sumter 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 Sumter County using our eRecording service.
Are these forms guaranteed to be recordable in Sumter County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Sumter 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 Sumter County that you need to transfer you would only need to order our forms once for all of your properties in Sumter County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Florida or Sumter 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 Sumter 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.
Governed by the Florida Trust Code under Fla. Stat. 736.1017, any trustee may execute and sign a certification of trust in lieu of furnishing a trust instrument (Fla. Stat. 736.1017(2)). The document is proof of a trust's existence, as well as the trustee's authority to act on behalf of the trust.
Lending institutions or other parties might ask for a certification of trust before processing a request, such as opening an account in the trust's name or transferring assets into or out of the trust. The certification contains only the information about the trust needed for the specific pending transaction, and the identities of those having a beneficial interest in the trust remain confidential; trust documents are usually unrecorded and therefore not a matter of public record.
A recipient can request excerpts of the trust instrument concerning the appointment of the trustee and the trustee's powers, as well as excerpts of relevant amendments, but may rely upon information presented in the certificate as fact.
The requirements for a valid certification of trust include the trust's name and date of the trust instrument; the settlor's name; the acting trustee's name; and the trustee's powers relevant to the situation. In addition, the certificate states whether the trust is irrevocable or revocable, and who has the power to revoke the trust in the case of the latter. If the transaction involves real estate, include the legal description of the subject property or properties.
If the trust has more than one acting trustee, the certificate shows who is authorized to sign documents relating to the trust, and how many are required to sign. The certificate also confirms the name by which the trustee, as representative of the trust, is to take title to trust assets.
Finally, the certificate requires a statement that the trust has not been modified in any way that would invalidate any information presented within.
The executing trustee signs the certificate in the presence of a notary public and two witnesses, as per Fla. Stat. 117.05. If the document is being recorded, submit it in the county in which the subject real property is located.
(Florida Certificate of Trust Package includes form, guidelines, and completed example)
Contact a lawyer with any questions regarding certifications of trust or trust law in the State of Florida, as each situation is unique.
Our Promise
The documents you receive here will meet, or exceed, the Sumter 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 Sumter 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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December 24th, 2024
easy to use and upload.
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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.
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Edward E.
December 22nd, 2024
Easy to use.
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Michele S.
February 10th, 2019
This is a great service if you know what youre looking for. Unfortunately it just wasnt right for me and my situation.
Thank you!
A. S.
February 27th, 2019
First, I am glad that you gave a blank copy, an example copy, and a 'guide'. It made it much easier to do. Overall I was very happy with your products and organization... however, things got pretty confusing and I have a pretty 'serious' law background in Real Estate and Civil law. With that said, I spent about 10+ hours getting my work done, using the Deed of Trust and Promissory note from you and there were a few problems: First, it would be FANTASTIC if you actually aligned your guide to actually match the Deed or Promissory Note. What I mean is that if the Deed says 'section (E)' then your guide shouldn't be 'randomly' numbered as 1,2,3, for advice/instructions, but should EXACTLY match 'section (E)'. Some places you have to 'hunt' for what you are looking for, and if you did it based on my suggestion, you wouldn't need to 'hunt' and it would avoid confusion. 2nd: This one really 'hurt'... you had something called the 'Deed of Trust Master Form' yet you had basically no information on what it was or how to use it. The only information you had was a small section at the top of the 'Short Form Deed of Trust Guide'. Holy Cow, was that 'section' super confusing. I still don't know if I did it correctly, but your guide says only put a return address on it and leave the rest of the 16 or so page Deed of Trust beneath it blank... and then include your 'Deed of Trust' (I had to assume the short form deed that I had just created) as part of it. I had to assume that I had to print off the entire 17 page or so title page and blank deed. I also had to assume that the promissory note was supposed to be EXHIBIT A or B on the Short Form Deed. It would be great if someone would take a serious look at that short section in your 'Short Form Deed of Trust Guide' and realize that those of us using your products are seriously turning this into a county clerk to file and that most of us, probably already have a property that has an existing Deed... or at least can find one in the county records if necessary... and make sure that you make a distinction between the Deed for the property that already exists, versus the Deed of Trust and Promissory note that we are trying to file. Thanks.
Thank you for your feedback. We'll have staff review the document for clarity. Have a great day!
James R.
September 1st, 2021
Useful and quick.
Thank you!
Scott M.
August 21st, 2024
Complete Package rndon't spend good money for a title co. to do this
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Adam W.
October 6th, 2021
Great stuff
Thank you!
Debra W.
December 24th, 2018
I found this site a must. It provided all the forms I needed to file a Quit Claim Deed. I filed what use to be called a Quick Claim Deed 30 years ago. You only had to file the one form. Today it is called a Quit Claim Deed. The pack provided forms that I had no idea had to be filed with the Quit Claim Deed. I would not have known this otherwise if the option hadn't presented itself. Thank you!
Thanks for taking the time to leave your feedback Debra, we really appreciate it.
PAUL B.
August 18th, 2023
Very fast and efficient reply
Thank you!
Ute P.
February 14th, 2019
Thank you it was hard for me to pull these documents online you been a big help since I am in a different state, quick and awesome.
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Ken J.
May 14th, 2022
I liked the software, it's very easy to use. Once it's saved as a .pdf document on your computer, the source document is lost when you log out. I wish it could be saved and then edited on their site later instead of having to create a new document from scratch each time.
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Sheryl G.
November 27th, 2021
Simple way to complete documents with very detailed instructions. And to be able to e-file them is great too.
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Jerry W.
March 16th, 2020
Great program and easy to follow instructions.
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Debby P.
April 2nd, 2020
First time user and the service was great.. I typically go to recording kiosk at the libraries. This was fast and easy.. I appreciate the great service
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