Waupaca County Certificate of Trust Form (Wisconsin)

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

Certificate of Trust Form

Waupaca County Certificate of Trust Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Waupaca County compliant document last validated/updated 7/11/2024

Certificate of Trust Guide

Waupaca County Certificate of Trust Guide

Line by line guide explaining every blank on the form.
Included Waupaca County compliant document last validated/updated 8/8/2024

Completed Example of the Certificate of Trust Document

Waupaca County Completed Example of the Certificate of Trust Document

Example of a properly completed form for reference.
Included Waupaca County compliant document last validated/updated 10/18/2024

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

Waupaca County Register of Deeds

811 Harding St / PO Box 307, Waupaca, Wisconsin 54981

Hours: Monday - Friday 8:00 am - 5:00 pm

Phone: (715) 258-6250

Local jurisdictions located in Waupaca County include:

  • Big Falls
  • Clintonville
  • Embarrass
  • Fremont
  • Iola
  • King
  • Manawa
  • Marion
  • New London
  • Ogdensburg
  • Readfield
  • Scandinavia
  • Waupaca
  • Weyauwega

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

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

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Wisconsin or Waupaca 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 Waupaca 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 Waupaca 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 Waupaca 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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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

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October 25th, 2024

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

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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.

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dorothy f.

March 27th, 2019

Thank you, for help.

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Kathryn L.

July 27th, 2020

I went to the recorders office. Had no problem was finished in about 10 minutes .The forms was excellent .
With the instructions it was easy for me to fill out.

Thank you,
Kathryn L

Reply from Staff

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Todd W.

September 3rd, 2020

Communication is hard. The reps need to be empowered and encouraged to call the customers when necessary. They encourage 300 dpi resolution and under 2 MB PDF file, which is not even possible with our scanner. They made a vague comment about a legal description looking abbreviated but did not explain. They refused to call me. They said the county said "Image is light please darken", but the image looked fine to me. Maybe not their fault, but they refused to help work with the county on that for me. I followed their suggestion though and re-scanned at 300 dpi, but they misunderstood me and did not re-submit it right away. Over 48 hours later, it's still not recorded yet. I hope it will be today.

Reply from Staff

Thank you for your feedback Todd.

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!

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Monica U.

January 23rd, 2021

Thank You. Good Service. Questions were answered.

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Herbert W.

September 29th, 2020

The service was fast and professional. So much easier than going to the courthouse. I recommend this to anyone who has to record documents at the Clerk's office.

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Jay T.

August 6th, 2020

I filled out the deed, had it notarized, and recorded. No problems. I put this off for so long. Once I had the form it was recorded in one day.

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DENNIS M.

January 18th, 2023

very simple and complete

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Ronald M.

April 18th, 2019

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

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Janice R.

April 22nd, 2020

Very easy to do. Got papers I was needed very quickly. Thank you

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Helen M.

April 13th, 2023

All forms were exactly what I needed.
Thank you
Immediate, smoothly downloaded and printed.

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Ted D.

August 17th, 2020

Very good/user friendly

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