Morgan County Certificate of Trust Form (Indiana)

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

Certificate of Trust Form

Morgan County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Morgan County compliant document last validated/updated 2/19/2024

Certificate of Trust Guide

Morgan County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Morgan County compliant document last validated/updated 10/21/2024

Completed Example of the Certificate of Trust Document

Morgan County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Morgan County compliant document last validated/updated 10/31/2024

When using these Certificate of Trust forms, the subject real estate must be physically located in Morgan County. The executed documents should then be recorded in the following office:

Morgan County Recorder

Administration Building - 180 S Main St, Suite 125 / PO Box 1653, Martinsville, Indiana 46151

Hours: 8:00 to 4:00 Monday through Friday

Phone: (765) 342-1077 or 1078

Local jurisdictions located in Morgan County include:

  • Brooklyn
  • Camby
  • Eminence
  • Martinsville
  • Monrovia
  • Mooresville
  • Morgantown
  • Paragon

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Indiana or Morgan 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 Morgan 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.

Codified at Indiana Code 30-4-4-5, a certification of trust is a document presented by a trustee as evidence of the trustee's authority to act on behalf of a trust.

Lending institutions or other third parties might request a certification of trust before they enter into any transactions with a trustee. Since trust instruments are not recorded, the identities of those with a beneficial interest in the trust remain private. The certification presents only the essential information needed while maintaining confidentiality of personal information a trustee or trust maker may not wish to disclose.

The certification verifies the existence of the trust under which the trustee is named. The document provides basic information, such as the name and date of the trust; the type of trust and who, if any, retains a power to revoke the trust; the identity of the trust's settlor; and the identities of all acting trustees. If a trust has co-trustees, the certification states how many co-trustees are required to sign off on documents relating to the trust, as well as their identities. In addition, the certification provides the name by which the trust is to hold assets.

As with other documents relating to real property, the certification should include a legal description of the subject real estate. The document may be executed and signed by any acting trustee and acknowledged before a notary public. Certifications can be recorded in the county or counties in which the real property is situated.

Finally, the powers of the trustee relevant to the transaction at hand are laid out. A recipient of a certification may request additional excerpts from the trust instrument, such as those which designate the trustee and lay out the trustee's powers to act in the pending transaction, but the recipient can reliably act on the information contained in the certification alone as if it were fact.
Requesting excerpts from a trust instrument opens the requester to certain liability under Ind. Code 30-4-4-5(h).

Trust law is complicated, and each situation is unique. Consult a lawyer for guidance.

(Indiana Certificate of Trust Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Morgan 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

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