Milwaukee County Certificate of Trust Form (Wisconsin)
All Milwaukee 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 Milwaukee County compliant document last validated/updated 7/11/2024
Certificate of Trust Guide
Line by line guide explaining every blank on the form.
Included Milwaukee County compliant document last validated/updated 8/8/2024
Completed Example of the Certificate of Trust Document
Example of a properly completed form for reference.
Included Milwaukee County compliant document last validated/updated 10/18/2024
The following Wisconsin and Milwaukee 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 Milwaukee County. The executed documents should then be recorded in the following office:
Milwaukee County
Courthouse - 901 N Ninth St, Rm 103, Milwaukee, Wisconsin 53233-1458
Hours: Monday - Friday 8:00 am - 4:30 pm
Phone: (414) 278-4021
Local jurisdictions located in Milwaukee County include:
- Cudahy
- Franklin
- Greendale
- Hales Corners
- Milwaukee
- Oak Creek
- South Milwaukee
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 Milwaukee 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 Milwaukee County using our eRecording service.
Are these forms guaranteed to be recordable in Milwaukee County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Milwaukee 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 Milwaukee County that you need to transfer you would only need to order our forms once for all of your properties in Milwaukee County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Wisconsin or Milwaukee 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 Milwaukee 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 an unrecorded document executed by a trustee and presented to a party doing business with the trustee (such as a financial institution). The document is codified as part of the Wisconsin Trust Code at Wis. Stat. 701.1013.
In a trust arrangement, a settlor transfers assets another person who, as trustee, manages them for the benefit of the trust beneficiary. In lieu of presenting the entire trust instrument, which generally goes unrecorded in order to protect the settlor's estate plans, the certificate is an abstract containing only the information required of the trustee in order to conduct the business at hand. The document certifies that the trust exists and that the trustee has the authority to act in the pending transaction on behalf of the trust.
The certificate includes a statement that the trust exists and contains the name and date of the trust; the names of the settlor and all currently acting trustees; an inventory of the relevant powers of the trustee; and the name by which the trust vests title to property. The form also identifies anyone who holds a power to revoke the trust, and, when there are co-trustees, stipulates the authority of the trustees to authenticate trust documents. Additionally, the certificate requires a statement that the trust has not been modified, amended, or revoked so as to invalidate the facts presented.
In most cases, the certificate is not recorded. It may sometimes accompany a conveyance of real property out of the trust (a trustee's deed), verifying that the trustee has the authority to convey real property and confirming that the property is subject to the trust by providing the legal description of the property, as found in the trust agreement or conveyancing instrument into trust.
Statements made in the certificate may be relied on as fact; Wis. Stat. 701.1013 provides protection for persons relying in good faith on the information presented in the certificate. In addition to the certificate, the trustee may furnish excerpts from the trust instrument designating the trustee and establishing the trustee's power to act in the business at hand. Recipients of a certificate requesting that the trustee furnish the entire trust instrument, however, are open to liability.
The certificate may be signed by any trustee in the presence of a notary public. If the document is submitted for recording, it must conform to standards for recording established at Wis. Stat. 59.43(2m).
Consult a lawyer with questions regarding trusts and certifications of trust in Wisconsin, as each situation is unique.
(Wisconsin COT Package includes form, guidelines, and completed example)
Our Promise
The documents you receive here will meet, or exceed, the Milwaukee 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 Milwaukee 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
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.
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.
We are delighted to have been of service. Thank you for the positive review!
Jennifer T.
September 29th, 2023
I got instant access to the exact forms I needed! The guide to completing the form was very thorough and easy to understand. I am very thankful for this service!
Thank you for the kind words Jennifer. We appreciate you!
Jared D.
April 29th, 2020
Yes it was awsome experience,thank you
Thank you!
Thomas M.
August 24th, 2021
Great Service. I had to record 13 deeds in various Oregon counties, with o previous experience, and the process was straightforward with excellent instruction. Thank you.
Thank you for your feedback. We really appreciate it. Have a great day!
Brenda M.
February 3rd, 2021
I was glad that I paid to get a copy of the gift deed it help me out a lot and the copy of the example how to fill everything out was great
Thank you for your feedback. We really appreciate it. Have a great day!
Courtney V.
February 9th, 2021
I didn't have a chance to judge your services because I received a message saying that my requested title could not be searched. I will say, the website is easy to navigate. I'm not sure how many who use these services are laymen, but I would suggest adding a detailed explanation of each service. I had to Google the difference between each type of title search, but I might just be more uninformed than the average person, or I just didn't see it on your website
Thank you for your feedback. We really appreciate it. Have a great day!
Thomas H.
April 15th, 2023
I had an initial problem of downloading the form. After contacting the website, I got an answer very quickly, and they fixed the problem.
Thank you for your feedback. We really appreciate it. Have a great day!
Carolyn D.
March 18th, 2022
The sight provided exactly what I needed and was easy to use. I was able to download the type of Deed I used and was completely satisfied with the website.
Thank you!
Billy R.
May 18th, 2021
Thank you...........easy process........Billy C
Thank you!
Susan T.
January 21st, 2019
This was perfect for my county I will be recommending your forms to all my clients thank you.
Thank you Susan, have a great day!
LOUISE W.
April 28th, 2019
Thank you for your help on my Quit Claim deed. I am very pleased with your patience and the resolving of the deed.
Thank you for your feedback. We really appreciate it. Have a great day!
Renu A.
September 30th, 2020
The service was very reliable and they even helped with filling out the paperwork properly. Very quick turn around and efficient!
Thank you!
Kristi L.
May 11th, 2021
Fantastic Experience! I have been through several different companies offering to do the same thing but only offering subscriptions. I have no negative reviews, took 1 business day from submission, professional and timely updates and extremely fair pricing considering the amount of time it saves you.
Thank you!