California Certificate of Trust for Testamentary Trust
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How to fill out Certificate Of Trust For Testamentary Trust?
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FAQ
Does a Certificate of Trust need to be recorded? A Certificate of Trust may need to be recorded in the county that any real property is in. That said, if there's no real property owned by the Trust, there may not be any need to record it.
(a) The trustee may present a certification of trust to any person in lieu of providing a copy of the trust instrument to establish the existence or terms of the trust.
If you don't want to show your trust document, in most cases you can use a shorter version of it, called a "certification of trust" or "certificate of trust" and sometimes referred to as an "abstract of trust." This document gives institutions the information they need but lets you keep some key provisions private.
The trust agreement is the parent document that details anything and everything regarding the trust, including its agreements. Meanwhile, the certificate of trust is used in tandem to keep nonessential information confidential.
The trust grantor and the trustee will have to sign and date the document and it will have to be notarized and signed by a notary public. At that point, it will go into effect.
(a) The trustee may present a certification of trust to 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.
Probate Code section 3604 "permits personal injury damages or settlement proceeds for a disabled minor or incompetent person to be delivered to a trustee of a special needs trust." (Cal. Law Revision Com. com., 52B West's Ann. Prob.