Certificate of Trust Template

Certificate of Trust Template

This Certificate of Trust is made on [Date] by the undersigned trustee(s) of the trust identified below.

1. Trust Information

The name of the trust is:

[Full Name of Trust]

The trust was created on [Original Trust Date].

2. Settlor / Grantor

The settlor(s), grantor(s), or trustor(s) of the trust is/are:

[Full Name of Settlor / Grantor]

3. Trustee Information

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]

4. Status of Trust

The trust is currently in existence and has not been revoked, terminated, or modified in any manner that would make this Certificate of Trust inaccurate, except as follows: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]

5. Nature of Trust

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”]

6. Trustee Authority

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.

Any limitation on trustee authority relevant to the present transaction is as follows:

[State “None” or describe limitation]

7. Multiple Trustees

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]

8. Reliance by Third Parties

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.

9. Governing Law

This Certificate of Trust will be governed by the laws of [State/Country], without regard to conflict of law principles.

10. Signatures

Trustee

Signature: __________________________
Name: [Full Name]
Date: [Date]

Co-Trustee (if applicable)

Signature: __________________________
Name: [Full Name]
Date: [Date]

11. Notary

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: __________________________