any person in lieu of providing a copy of the trust instrument to establish
the existence or terms of the trust. A certification of trust may be executed
by the trustee voluntarily or at the request of the person with whom the
trustee is dealing.
A certificate of trust is a legal document that verifies the existence of a trust and provides important details about its existence and terms. It serves as proof that the trust was duly executed and provides essential information about the trust's provisions and beneficiaries. A certificate of trust ensures the privacy of the trust by providing only necessary information without disclosing sensitive details. Here is a Certificate of Trust document sample with typical wording: CERTIFICATE OF TRUST I, [Trustee's Name], being duly sworn, do hereby certify that I am the trustee of the [Trust Name] Revocable Living Trust, dated [Trust Date]. The trust is established under the laws of the state of [Trust State]. 1. Trust Validity: This trust is valid and enforceable under applicable state laws and was executed in accordance with all legal formalities. 2. Trust Parties: The trust granter, also referred to as the settler, is [Settler's Name]. The trustee responsible for administering the trust is [Trustee's Name]. The trust beneficiaries, who are entitled to receive the trust's benefits, are as follows: — Primary beneficiaries: [Names of Primary Beneficiaries] — Contingent beneficiaries: [Names of Contingent Beneficiaries] 3. Trust Powers: The trustee has full and discretionary powers to manage, invest, and distribute the trust assets according to the provisions outlined in the trust agreement. 4. Trust Duration: Unless terminated earlier than specified in the trust agreement, this trust will continue until the death of the last surviving beneficiary. 5. Revocability: The trust is revocable during the granter's lifetime unless otherwise indicated in the trust agreement. 6. Legal Authority: As trustee, I have the authority to act on behalf of the trust, enter into agreements, acquire or dispose of assets, and perform any other act necessary to administer the trust effectively. I, [Trustee's Name], hereby declare under penalty of perjury that the information provided in this Certificate of Trust is true, accurate, and complete to the best of my knowledge. _________________ [Trustee's Name] Trustee Dated: [Date] Different types of Certificate of Trust include: 1. Certificate of Irrevocable Trust: This type of certificate specifically confirms that the trust is irrevocable, meaning it cannot be altered or terminated without the prior consent of all involved parties. 2. Certificate of Testamentary Trust: This certificate is used for trusts that are established under a will and become effective upon the testator's death. 3. Certificate of Special Needs Trust: This type of certificate is issued for trusts created to provide for the long-term care and support of individuals with special needs or disabilities. 4. Certificate of Charitable Trust: This certificate verifies the creation and existence of a trust that is dedicated to charitable causes or organizations. 5. Certificate of Family Trust: This certificate is issued for trusts established to manage and distribute family assets while ensuring privacy and efficient administration. Remember to consult with an attorney or legal expert to obtain the most accurate and appropriate Certificate of Trust for your specific trust agreement and jurisdiction.
