Bertie County Certificate of Trust Form (North Carolina)

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

Certificate of Trust Form

Bertie County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Bertie County compliant document last validated/updated 8/13/2024

Certificate of Trust Guide

Bertie County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Bertie County compliant document last validated/updated 3/6/2024

Completed Example of the Certificate of Trust Document

Bertie County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Bertie County compliant document last validated/updated 6/28/2024

The following North Carolina and Bertie 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 Bertie County. The executed documents should then be recorded in the following office:

Bertie County Register of Deeds

Courthouse - 108 Dundee St / PO Box 340, Windsor, North Carolina 27983

Hours: 8:30 to 5:00 Monday through Friday

Phone: (252) 794-5309

Local jurisdictions located in Bertie County include:

  • Aulander
  • Colerain
  • Kelford
  • Lewiston Woodville
  • Merry Hill
  • Powellsville
  • Roxobel
  • Windsor

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by North Carolina or Bertie 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 Bertie 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.

North Carolina Certification of Trust

Codified under the North Carolina Uniform Trust Code, which governs testamentary and non-testamentary trusts, the certification of trust at NCGS 36C-10-1013 is a document verifying a trust's existence and a trustee's authority to act in the transaction for which the certificate is being presented.

A trust is an arrangement whereby a settlor transfers property to another person (the trustee), who holds it for the benefit of a third (the beneficiary). A testamentary trust takes effect upon the settlor's death as specified by his/her will, and a non-testamentary (inter vivos) trust takes effect during the settlor's lifetime, and functions pursuant to the terms established by the settlor in an unrecorded document called the trust instrument.

As the trust's administrator, the trustee handles the trust's assets and sees to the trust's affairs. Upon entering into a transaction involving the trust, a trustee can present a certification of trust to establish his authority to do so. The certificate contains the essential information about the trust that is necessary for the business at hand, allowing the trust instrument (containing the full scope of the trust's assets, the trustee's obligations, and identity of the beneficiary) to remain private.

Any trustee may execute a trust certificate ( 36C-10-1013(b)). In it, the trustee confirms that "the trust has not been revoked, modified, or amended in any manner that would cause the representations contained in the certification of trust to be incorrect" ( 36C-10-1013(c)). Recipients of a trustee's certificate may rely upon the statements contained within the document as correct without further inquiry ( 36C-10-1013(f)).

A certification of trust in North Carolina must state that the trust exists, and provide the date of the trust instrument. Unless withheld under a provision of the trust instrument, the document names each settlor, or person who contributes property to the trust ( 36C-1-103(17)). The certificate identifies the trust as either revocable or irrevocable, and gives the name of anyone holding a power to revoke the trust.

It also includes the name and address of the trust's currently acting trustee, along with a description of the trustee's powers relevant to the transaction for which the certificate is presented. If the trust has multiple trustees, the certificate shows how many trustees are required to exercise trustee powers, and which trustees have the authority to sign documents relating to the trust. It also specifies how trust assets will be titled (usually in the name of the trustee as representative of the trust).

Recipients of a certificate can request excerpts from the trust document designating the trustee and conferring the relevant powers necessary for the pending transaction unto the trustee ( 36C-10-1013(e)). Requesting that the trustee provide the entire trust instrument opens the recipient of a certification of trust up to certain liabilities under 36-10-1013(h). Note that this excludes the right to obtain a copy of the trust instrument in a legal proceeding involving the trust ( 36-10-1013(i)).

The certificate should also include the trust's taxpayer identification number, unless this number is the social security number of a settlor. If the taxpayer ID is rescinded from the document, however, it "shall be certified by the trustee to the person acting in reliance upon the certification of trust in a manner reasonably satisfactory to that person" ( 36C-10-1013(j)).

For transactions involving real property held in trust in North Carolina, the certification should meet all form and content requirements for real estate documents, including a legal description of the property subject to the transaction. The document may be recorded with the register of deeds in the county where the real property is located (36-10-1013(j)).

Talk to a lawyer with any questions regarding trusts and certifications of trust in North Carolina.

(North Carolina COT Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Bertie 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 Bertie 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 - ( 4420 Reviews )

Jimmy W.

November 1st, 2024

Very thorough with plenty of instructions. Nice to be able to fill in the forms on my computer at my own pace and edit if needed. Jim

Reply from Staff

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

RUTH A.

October 25th, 2024

I am so very thankful for the service that you provide for the public, thank you very much.

Reply from Staff

We deeply appreciate the trust you have placed in our services. Thank you for your valuable feedback and for choosing us.

Nancy R.

October 25th, 2024

Deeds.com is very precise, helpful and friendly. I found the form I needed without any effort and everything worked perfect and smooth. I recommend it 100%. rnThank you.

Reply from Staff

We are delighted to have been of service. Thank you for the positive review!

James R.

August 10th, 2022

This site is a blessing in disguise-/>

Reply from Staff

Thank you!

ziad k.

June 4th, 2024

FIRST TIME USER EXCELENT SERVICE.

Reply from Staff

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

Gayela C.

September 13th, 2019

Easy to use and I really like having the guides that come along with the forms.

Reply from Staff

Thank you!

Lanette H.

September 9th, 2020

I liked getting the forms but I was charged twice for some reason. I'm not sure what happened with that. Can you reimburse me? Thank you. Lanette

Reply from Staff

Thank you for your feedback Lanette. In review, it looks like your first payment was declined, second one was approved and processed. What you are seeing is one payment and a hold placed by your financial institution for the declined attempt. We are not sure why they do this but the hold usually falls off after a few day depending on their policy. If you have further questions about this you can contact your financial institution and they will explain. Have a great day.

Dora O.

August 27th, 2024

Best platform to buy forms. Simple and easy.

Reply from Staff

It was a pleasure serving you. Thank you for the positive feedback!

David M.

March 8th, 2023

Fast, reliable, up to date service that I've used several times in the past and will continue to use in the future.

Reply from Staff

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

Charlotte F.

September 2nd, 2020

Great follow up and consideration

Reply from Staff

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

Samantha W.

March 5th, 2022

Great place to get the forms you need. The instructions were clear and made it easy to complete. Pricing was great, especially compared to similar providers.

Reply from Staff

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

Gail M.

October 27th, 2022

Great website. Once submit payment documents are immediately emailed, easy to print and clear format. Will definitely use again!

Reply from Staff

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

Michael L.

September 5th, 2020

Pretty good stuff, not exactly clear on the deed transfer costs and all

Reply from Staff

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

Evaristo R.

October 6th, 2020

I was very excited to use the website but unfortunately they had a problem retrieving my Deed but thank you for the opportunity.

Reply from Staff

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

Anita M.

March 10th, 2019

This was a very easy process to find the correct documents and download them. The price was also reasonable.

Reply from Staff

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