Lucas County Certificate of Trust Form (Iowa)

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

Certificate of Trust Form

Lucas County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Lucas County compliant document last validated/updated 11/1/2024

Certificate of Trust Guide

Lucas County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Lucas County compliant document last validated/updated 7/12/2024

Completed Example of the Certificate of Trust Document

Lucas County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Lucas County compliant document last validated/updated 10/28/2024

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

Lucas County Recorder

Courthouse - 916 Braden Ave, Chariton, Iowa 50049

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

Phone: (641) 774-2413

Local jurisdictions located in Lucas County include:

  • Chariton
  • Derby
  • Lucas
  • Russell
  • Williamson

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Iowa or Lucas 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 Lucas 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.

Under Iowa Code 633A.4604, the certification of trust is an official document confirming the terms of a trust as they relate to a specific transaction. Trustees wishing to enter into a transaction in the trust's name may be asked to present a certification of trust to prove the trust's existence and the trustee's authority to enter into the transaction.

A certificate of trust presents the name and date of the trust under which the trustee is acting, as well as the identities of the trust's settlor and trustees. The document provides the name by which the trust will hold title to trust assets, and includes the trust's taxpayer identification number (TIN).

If there is more than one trustee, the certificate identifies who has authority to sign documents relating to the trust and how many co-trustees are required to sign. The document also enumerates the trustee's powers relative to the transaction at hand, and includes the name of any person able to revoke the trust, if applicable. Like other documents affecting real property, the certificate should include the legal description of the subject property.

Finally, the certificate requires statements that the trust has not been revoked, modified, or amended in any manner to cause the representations contained within to be incorrect; that the document is being signed by all acting trustees; and that the certificate is sworn and subscribed to under penalty of perjury before a notary public (Iowa Code 633A.4604(2)).

The statements contained within the certificate may be relied on as if they were fact, but recipients of a certification of trust may request copies of the sections of the trust instrument designating the trustee and conferring the trustee's powers pursuant to Iowa Code 633A.4604(4). A recipient requesting the entire trust document may be liable for damages if a court finds they acted unreasonably in their request (Iowa Code 633A.4604(6)).

Consult a lawyer with questions regarding trust law and certifications of trust, as each situation is unique.

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

Our Promise

The documents you receive here will meet, or exceed, the Lucas 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 Lucas 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.

Reply from Staff

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November 21st, 2024

Wasn’t what I expected

Reply from Staff

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.

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November 20th, 2024

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April 10th, 2020

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January 15th, 2021

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November 14th, 2020

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May 17th, 2019

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March 23rd, 2022

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Reply from Staff

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