Saint Mary Parish Extract of Trust Form (Louisiana)

All Saint Mary Parish specific forms and documents listed below are included in your immediate download package:

Extract of Trust Form

Saint Mary Parish Extract of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Saint Mary Parish compliant document last validated/updated 10/25/2024

Extract of Trust Guide

Saint Mary Parish Extract of Trust Guide

Line by line guide explaining every blank on the form.
Included Saint Mary Parish compliant document last validated/updated 9/10/2024

Completed Example of the Extract of Trust Document

Saint Mary Parish Completed Example of the Extract of Trust Document

Example of a properly completed form for reference.
Included Saint Mary Parish compliant document last validated/updated 7/17/2024

The following Louisiana and Saint Mary Parish supplemental forms are included as a courtesy with your order:

When using these Extract of Trust forms, the subject real estate must be physically located in Saint Mary Parish. The executed documents should then be recorded in the following office:

Saint Mary Parish Clerk of Court

500 Main St, 2nd floor / PO Box 1231, Franklin, Louisiana 70538

Hours: 8:30 to 4:30 M-F

Phone: (337) 828-4100 x200

Local jurisdictions located in Saint Mary Parish include:

  • Amelia
  • Baldwin
  • Berwick
  • Centerville
  • Charenton
  • Franklin
  • Garden City
  • Morgan City
  • Patterson

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 Saint Mary Parish 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 Saint Mary Parish using our eRecording service.
Are these forms guaranteed to be recordable in Saint Mary Parish?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Saint Mary Parish including margin requirements, content requirements, font and font size requirements.

Can the Extract 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 Saint Mary Parish that you need to transfer you would only need to order our forms once for all of your properties in Saint Mary Parish.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Louisiana or Saint Mary Parish. 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 Saint Mary Parish Extract 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.

Extract of Trust: A Lagniappe that Will Set You up Right

A lagniappe is a little something extra. It might be the unexpected addition to make a recipe a little more exciting -- like a bit of chicory in an average cup of coffee. For a Louisiana trust containing titled property, an extract of trust is the lagniappe that brings the important facts into focus.

Under R.S. 9:2092(A) of the Louisiana Trust Code, "If at any time the trust property of either an inter vivos trust or a testamentary trust includes immovable [real property] or other property the title to which must be recorded in order to affect third parties, a trustee shall file . . . an extract of trust . . . for record in each parish in which the property is located."

The extract of trust, as the name suggests, is an abstract of the information about the trust. It is executed by either the trust's settlor or the trustee. The settlor is the person who created the trust (9:1761), and the trustee is any "person to whom title to the trust property is transferred to be administered by him as a fiduciary" and who is designated by the trust instrument (9:1781).

The document requires the name and date of the trust and a statement as to whether the trust is revocable or irrevocable. It contains the name of each settlor and trustee, as well as the name of each beneficiary or a description of the beneficiary. A beneficiary is "a person for whose benefit the trust is created and may be a natural person, corporation, partnership, or other legal entity having the capacity to receive property," and is designated in the trust instrument (R.S. 9:1801, 9:1802).

An extract also requires a legal description of the real property contained by the trust, as well as the limitations or restrictions on the trustee's power to sell, lease, or mortgage real property. Pursuant to R.S. 9:2092(B)(2), "any limitation or restriction in the trust instrument on the power of the trustee to sell, lease, or mortgage immovable property shall not be effective against third persons unless it is noted or recited in the extract of trust."

Consult a lawyer, as Louisiana trust law can quickly become complicated, and each situation is unique. (Louisiana EOT Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Saint Mary Parish 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 Saint Mary Parish Extract 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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March 17th, 2021

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February 23rd, 2019

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