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 12/4/2024

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 12/10/2024

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.

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Dennis F.

December 20th, 2024

The release of mortgage form was OK, and accepted at the recorder's office, but there were some problems. Many of the fields to type in were too small to accept the data, and I could not find a way to change the field size or use a smaller font. Otherwise I was satisfied.

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December 19th, 2024

Deeds.com does a great job getting our legal documents filed with the D.C. Recorder of Deeds.rnrnFrazer Walton, Jr.rnLaw Office of Frazer Walton, Jr.

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December 16th, 2024

I found what my lawyer recommended and was able to download it easily.

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November 14th, 2022

Had no problem getting my forms. It was quick,easy, and reasonable priced. Will use again if needed

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Susan C.

January 16th, 2019

Hi
When and how will I get the copy of my deed ?

Thanks

Reply from Staff

Thanks for reaching out. Looks like the document you ordered has been available for you to download from your account since January 15, 2019 at 11:46 am.

Joel M.

November 8th, 2024

Very easy and efficient. The team was quick to respond when I had questions and made it very simple.

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July 3rd, 2020

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August 7th, 2022

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January 4th, 2019

I love this guide. Thank you for having this available.

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July 29th, 2021

I'm 84 and not all that smart when it comes to what a Lawyer usually helps you with, but I took a chance to see if I could do this. Walla, I was able to do it. I was helping my son who had a stroke a few years ago and the transaction went well. Thank you.

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Donna M.

November 22nd, 2021

Appreciated the ability to not only download the form but the instruction's AND a sample.

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September 22nd, 2022

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Robert V.

March 20th, 2019

Website seems to work great and documents are very clear and easy to review and download, thank you.
Regards,
Bob

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chris a.

February 17th, 2021

It was easy to complete the deed but on the third page I only need one signature in stead of 3 I need to delete 2 or put n//a in those blocks I will continue to use your services and have recommended it to others

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April 24th, 2022

Thank you for the paperwork. It was so much easier to do at home than go out and have to have people miss work.

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