Surry County Certificate of Trust Form (Virginia)
All Surry County specific forms and documents listed below are included in your immediate download package:
Certificate of Trust Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included Surry County compliant document last validated/updated 9/9/2024
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included Surry County compliant document last validated/updated 8/20/2024
Completed Example of the Certificate of Trust Document
Example of a properly completed form for reference.
Included Surry County compliant document last validated/updated 2/8/2024
The following Virginia and Surry 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 Surry County. The executed documents should then be recorded in the following office:
Surry County Circuit Court Clerk
28 Colonial Trail East / PO Box 203, Surry, Virginia 23883
Hours: 9:00am to 5:00pm M-F
Phone: (757) 294-3161
Local jurisdictions located in Surry County include:
- Claremont
- Dendron
- Elberon
- Spring Grove
- Surry
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 Surry 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 Surry County using our eRecording service.
Are these forms guaranteed to be recordable in Surry County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Surry 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 Surry County that you need to transfer you would only need to order our forms once for all of your properties in Surry County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Virginia or Surry 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 Surry 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.
Signed by a currently acting trustee, a certification or certificate of trust under Va. Code Ann. 64.2-804 is a document summarizing a trust in lieu of the trust instrument, and contains certified statements affirmed by the trustee in the presence of a notary public. The document confirms the existence of the subject trust and the trustee's capacity and relevant powers, and is presented in support of a transaction involving trust property.
A certificate of trust is frequently recorded alongside a trustee's deed or acquisition of real property by the trust, though recording of the document is not required by Virginia Code. Instead of disclosing the settlor's estate plan by providing the entire trust instrument, the certificate allows a trustee to provide parties outside of the trust arrangement (anyone who is not a trust beneficiary) only the essential information necessary to conduct the business at hand. Recipients of a certificate "may assume without inquiry the existence of the facts contained" within it ( 64.2-804(F)).
Requirements of a certificate include statements that the trust exists and that it has not been revoked or modified in a way that would invalidate the contents of the certificate. The form presents basic information, such as the trust's name and date; the identities of the settlor and the current trustee; the trust's identification number; and the name by which property is titled to the trust. In addition, the document identifies anyone who can revoke the trust and, if there are co-trustees, the specifications for authenticating documents relating to the trust.
Further, the document enumerates the powers of the trustee pertaining to the transaction for which the certificate is presented. These may include powers under the Uniform Trust Code, codified at 64.2-7 of the Virginia Code. Recipients of a certificate can also request excerpts of the trust instrument and any amendments thereto that designate the trustee and establish these powers.
Consult a lawyer with questions about trusts and certifications of trust in Virginia.
(Virginia COT Package includes form, guidelines, and completed example)
Our Promise
The documents you receive here will meet, or exceed, the Surry 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 Surry 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 - ( 4399 Reviews )
Felincia L.
September 28th, 2024
The process was fast and efficient. I did get a bit confused after entering info for my package but soon realized I had completed this part of the process and only needed to leave the page and wait for review of the document and then the invoice. It was pretty simple. After payment of the invoice I was notified that the document had been submitted. A few hours later I received notice that the document was recorded by the city. It was fast!
We are motivated by your feedback to continue delivering excellence. Thank you!
HEATHER M.
September 27th, 2024
The guide I needed was very easy to understand and the template was easy to complete. I had a property attorney review the deed before I had it registered and she was impressed. She said she couldn't have written it better herself! Definitely worth the money instead of paying high dollar attorney fees for a simple task.
Your feedback is greatly appreciated. Thank you for taking the time to share your experience!
Linda D.
September 23rd, 2024
very efficient and easy to use online platform. I reviewed several different sites before I settle on this one. Took my deed to the courthouse today and recorded it with no problems.
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
CHARMAINE G.
August 10th, 2022
Would have paid double for these forms. Thankfully there are professionals making these things, I would have surely messed it up if I tried to do it myself based on my incorrect preconceived ideas.
Thank you!
Susan Z.
February 1st, 2019
Helpful website. Couldn't use the forms for my situation and area
Thank you for your feedback Susan. We don't want you to have to pay for something you didn't use, we've gone ahead and canceled your order and payment. Have a great day!
Phyllis R Q.
January 26th, 2022
So far so good, I did not know the convenience I would have from my seat to file a legal document! Awesome Service!
Thank you!
Christine W.
December 30th, 2020
excellent
Thank you!
Annette H.
September 8th, 2022
Deeds.com has done a wonderful job! They are quick to get back to me either with the Deed or reason why there is no Deed. You have saved me so much time using your services that I hope to keep using them for years to come! Thank you!
Thank you!
Vallerie M.
March 12th, 2024
Amazing! Great prompt service and follow up. I couldn’t be happier
We are grateful for your engagement and feedback, which help us to serve you better. Thank you for being an integral part of our community.
Barbara A.
April 25th, 2024
Always helpful!rn
We are thankful for your continued support and feedback, which inspire us to continuously improve. Thank you..
Marcia G.
June 24th, 2020
I am so happy with this service. I can not tell you. In about 30 minutes my records were recorded. Excellent!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Ron B.
September 15th, 2019
Solved my requirement. Happy to have found the site
Thank you for your feedback. We really appreciate it. Have a great day!
Nora P.
January 10th, 2019
I'm typing along and suddenly I can't fit anything more into the page and there's plenty of room. This is my 2nd time using this site. No problem the first time years ago. Now it's an issue, looks like I'll need a typewriter to finish the form. Where do I find a typewriter?!! I can't complete the legal description!
Thanks for your feedback Nora. If you are unable to find a typewriter you can always do as the guide suggests and use the included exhibit page.
Cynthia S.
April 6th, 2021
Great service got everything I needed with a click of a tab.
Thank You...
Thank you for your feedback. We really appreciate it. Have a great day!
Gordon W.
April 7th, 2022
Nice forms but it sure would have been nice to be able to at least print the guide and the example so that I don't spend all of my time bouncing back and forth between windows on a laptop.
Thank you for your feedback. We really appreciate it. Have a great day!