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.

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

Thanks for the kind words James, glad we could help. Look forward to seeing you again.

Thomas G.

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.

Jimmy P.

November 20th, 2024

They sent me everything I would need to do this. Easy purchase -Easy download. Great!! I'll be back here for all my document needs.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Rick H.

September 2nd, 2022

Great service... patient with me through the process.

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Anthony T.

August 6th, 2019

Would be better if you could save the forms to word for easier use on your computer.

Reply from Staff

Thank you!

Cyndi H.

December 9th, 2020

Excellent! Great communication through the process and quick response.

Reply from Staff

Thank you!

Greg M.

March 16th, 2020

This is a great site! Very easy to use and has all the documents I required. Thank you!

Reply from Staff

Thank you!

Linda D.

May 12th, 2021

This is a very nice service. Easy to use and reasonable. I especially appreciated the helpful explanations of each of the fields on the form. I will positively use this service again.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Patrick N.

August 15th, 2019

I was very satisfied with your service. Prompt, and thorough. Price was reasonable. Will use your service again when needed.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Charlotte M.

April 1st, 2024

Absolutely perfect! Quitclaim deed form was easy to complete and the recorder had no issues with it whatsoever, a rarity around here! Thanks sooo much!

Reply from Staff

Your satisfaction with our services is of utmost importance to us. Thank you for letting us know how we did!

Garrett R.

May 24th, 2022

I am a real estate attorney in CA. These Wyoming model deeds look too basic and barely adequate: no usual name and address at the top for tax statements and who recorded it. Some old fashioned legalese that only obfuscates. I won't use them. Your background info was good though.

Reply from Staff

Thank you for your feedback. We really appreciate it. Have a great day!

Dianna B.

July 23rd, 2020

Amazingly easy! I absolutely love it because it is so efficient and I only have to pay for when I use it. I use to have to drive to the recorders office or to a Kiosk station. The turn-around time was really quick as well.

Reply from Staff

Thank you!

Craig W.

August 18th, 2019

This is a great way to get paper work to the land love it

Reply from Staff

We appreciate your business and value your feedback. Thank you. Have a wonderful day!

Nancy J M.

August 22nd, 2021

Site is easy to navigate and forms are as described.
Too bad there is no secure payment link service (PayPal, Apple Pay, etc. So after I verify charge has hit my credit card I will delete my Deeds.com account.

Reply from Staff

Thank you!

Michael E.

December 2nd, 2020

First time user and my experience was just great! Great people to work with and would recommend to others!

Reply from Staff

Thank you!