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ApplyThis Certificate of Trust is made on [Date] by the undersigned trustee(s) of the trust identified below.
The name of the trust is:
[Full Name of Trust]
The trust was created on [Original Trust Date].
The settlor(s), grantor(s), or trustor(s) of the trust is/are:
[Full Name of Settlor / Grantor]
The current acting trustee(s) of the trust is/are:
[Full Name of Trustee 1]
Address: [Address]
Email: [Email]
Phone: [Phone Number]
[Full Name of Trustee 2, if applicable]
Address: [Address]
Email: [Email]
Phone: [Phone Number]
The trust is currently in existence and has not been revoked, terminated, or modified in any manner that would make this Certificate of Trust inaccurate, except as follows:
[State “None” or describe any relevant amendment if needed]
The trust is:
☐ Revocable
☐ Irrevocable
If revocable, the person or persons holding the power to revoke the trust is/are:
[Name(s) or “As provided in the trust agreement”]
The trustee(s) has/have authority under the trust to act on behalf of the trust with respect to trust property and trust matters, including the authority to:
hold, manage, and control trust assets;
open, maintain, and close financial accounts;
buy, sell, lease, transfer, or encumber real or personal property;
enter into contracts and sign documents on behalf of the trust;
take any other action permitted under the trust agreement and applicable law.
hold, manage, and control trust assets;
open, maintain, and close financial accounts;
buy, sell, lease, transfer, or encumber real or personal property;
enter into contracts and sign documents on behalf of the trust;
take any other action permitted under the trust agreement and applicable law.
Any limitation on trustee authority relevant to the present transaction is as follows:
[State “None” or describe limitation]
If more than one trustee is serving, the trust requires action as follows:
☐ Any one trustee may act independently.
☐ All trustees must act jointly.
☐ A majority of trustees may act.
☐ Other: [Describe]
Any person or entity may rely on this Certificate of Trust as evidence of the facts stated in it, to the extent permitted by applicable law, without requiring a full copy of the trust agreement.
The trustee(s) represents that the statements in this certificate are true and correct as of the date signed below.
This Certificate of Trust will be governed by the laws of [State/Country], without regard to conflict of law principles.
Trustee
Signature: __________________________
Name: [Full Name]
Date: [Date]
Co-Trustee (if applicable)
State of [State]
County of [County]
On [Date], before me, the undersigned notary public, personally appeared [Name of Trustee(s)], known to me or satisfactorily proven to be the person(s) whose name(s) is/are subscribed to this instrument, and acknowledged that he/she/they executed the same for the purposes stated in it.
Notary Public Signature: __________________________
Name of Notary Public: [Full Name]
My Commission Expires: [Date]
Notary Seal: __________________________
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For quick answers, scroll below to see the FAQ.
Frequently asked
A certificate of trust is a short document that confirms key facts about a trust without revealing the full trust agreement. It commonly identifies the trust name, date of the trust, current trustee, and the trustee’s authority to act. This allows banks, title companies, and other third parties to verify trust information while keeping the full trust terms private.
You need a certificate of trust when a trustee must prove that a trust exists and that the trustee has authority to handle trust matters. It is often used when opening financial accounts, buying or selling property, signing contracts, or managing trust assets. A certificate of trust can help protect privacy because it usually avoids sharing the full trust document.
Use a certificate of trust whenever a third party asks for proof of the trust and trustee authority but does not need the full trust agreement. It is commonly used in estate planning, property transfers, banking matters, and other transactions involving trust-owned assets. It is especially useful when the trustee wants to confirm authority in a simpler and more private format.
Start by identifying the trust name and the date the trust was created. Then list the settlor or grantor, the current trustee or trustees, and a summary of the trustee’s authority relevant to the transaction. You should also state whether the trust is revocable or irrevocable if needed, confirm that the trust is still in effect, and finish with signatures and notarization if required or helpful.
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