Sumner County Certificate of Trust Form (Tennessee)

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

Certificate of Trust Form

Sumner County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Sumner County compliant document last validated/updated 9/17/2024

Certificate of Trust Guide

Sumner County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Sumner County compliant document last validated/updated 11/4/2024

Completed Example of the Certificate of Trust Document

Sumner County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Sumner County compliant document last validated/updated 9/20/2024

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

Sumner County Register of Deeds

355 North Belvedere Dr, Rm 201, Gallatin, Tennessee 37066

Hours: 8:00am to 4:30pm M-F

Phone: (615) 452-3892

Local jurisdictions located in Sumner County include:

  • Bethpage
  • Castalian Springs
  • Cottontown
  • Gallatin
  • Hendersonville
  • Mitchellville
  • Portland
  • Westmoreland

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Tennessee or Sumner 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 Sumner 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.

The certificate of trust is codified at T.C.A. 35-15-1013 as part of the Tennessee Uniform Trust Code. The purpose of the certificate is "to evidence the existence and validity of the trust" (35-15-1013(a)). The document contains sworn statements made "by the trustee or trustees having signatory authority as identified" within the document (35-15-1013(a)). The recipient of a certificate of trust may rely on the statements made within as factual without additional inquiry (35-15-1013(d)).

Instead of furnishing the trust document, a trustee may present a certificate of trust to third parties when doing business on behalf of the trust. The certificate is a condensed summary of the trust and its provisions, and allows the settlor's estate plans, including the identities of trust beneficiaries, to remain private.

A certificate of trust contains statements that the trust exists and that it "has not been revoked, modified or amended in any manner that would cause" the information in the certificate to be incorrect. The document recites the name and date of trust, the settlor, trustee, and relevant powers of the trustee to conduct the business for which the certificate is presented.

If there is a successor trustee, the document details the conditions of their succession. Certificates for trusts with multiple trustees define how many trustees are required to jointly act to conduct trustee powers. If the trust is revocable, the form includes the name of anyone with a power to revoke the trust. Finally, it presents the name by which the trust holds title to assets and, if necessary for the transaction for which the certificate is given, the trust's identification number.

If recorded to facilitate acquisitions or transfers of real property, a certificate of trust should include the legal description of the property subject to the transfer. The document must meet requirements for recording in Tennessee before submitted in the register of deeds in the appropriate county.

The protections under 35-15-1013 for persons dealing with trustees are not dependent on receipt of a certificate.

Contact a lawyer for questions about preparing a certificate of trust or any other matters involving trusts in Tennessee.

(Tennessee COT Package includes form, guidelines, and completed example)

Our Promise

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

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!

Gary M.

April 18th, 2020

Death of JT form was excellent. You have the best documents out there. I wish I could have read the sample just so I knew my information was entered correctly. Real problem is County wants a bar code on documents to get recorded. Now?
Need four deed forms so the expense starts to be prohibitive. I would rather pay more and get multiple access.

Reply from Staff

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

Dennis B.

June 19th, 2019

It was easy to download the necessary "Death of Joint Tenant" forms. These easy to use interactive forms are made to comply with the laws specific to your state.

Reply from Staff

Thank you!

Allan y.

July 13th, 2019

I liked the guide and example to follow to fill out the form. Very helpful!!

Reply from Staff

Thank you!

Ronald M.

April 18th, 2019

Easy to use but can't seem to find LOGOUT control????

Reply from Staff

Thank you for the feedback Ronald. (The Sign Out control is on the top right of the account page)

Patrick M.

November 1st, 2019

Very useful and easy to use. Great value too. Especially liked the example.

Reply from Staff

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

Kayreen B.

April 24th, 2023

Very happy with my experience with using Deeds.com! Especially easy to use with the sample page of what a form looks like filled out. saved a lot of money and it worked!

Reply from Staff

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Heather M.

January 9th, 2019

Great service, convenient, fast and easy to use.
Thumbs Up!!!!w

Reply from Staff

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

Karen K.

October 16th, 2020

Deeds was very easy to use. I thought it might take weeks to complete, but the whole process was completed in just a few hours. I am very satisfied with my experience and would use them again

Reply from Staff

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Giovanni S.

February 23rd, 2023

Simple and easy going process

Reply from Staff

Thank you!

STACIA V.

July 19th, 2019

I filled out the forms that were somewhat easy. I was surprised that it was recorded by the county recording office. I just hope that it really worked. I think it did. I will find out later this year.

Reply from Staff

Thank you!

RALPH B.

September 22nd, 2019

THE BEST SERVICE WAS ON TIME AS STATED DID ALL THE WORK NEED IN A VERY PROFESSIONAL MANNER
GREAT FOLLOW UP AND THE OFFICE STAFF IS FANTASTIC IN RESPONSE AND DOING WHAT I NEED TO HAVE DONE
WOULD RECOMMEND THIS COMPANY TO ANYONE WHO NEEDS THIS SERVICE

Reply from Staff

Thank you!

Rebecca H.

May 22nd, 2021

I thought the forms were reasonably priced, the instructions included in the packet were thorough, and the examples helpful. Thank you for the additional CDR forms too. I contacted the Recorder's office via email with a question and Jennifer Bowser answered promptly. Job well done! However, when I delivered the deed and Real Property Transfer Declaration to the Clerk's office in Lafayette, the clerk was unfamiliar with the Declaration document being submitted and it took some time to convince her to submit the form without charging the recording fee. She even tried to phone the recorder's office for clarification, but no one answered. There then was an additional form at that office that I had to complete called Recording Request/Transmittal Form. I would suggest including that form with instructions in your on-line packet to speed up the process when a Deed is delivered to the County Clerk's satellite office. I do not expect every clerk to know all the particulars of recording requirements but a little knowledge wouldn't hurt.

Reply from Staff

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