Certificate of Trust Form
A Certificate of Trust Form is used in situations where you need to prove you have created a living trust in order to transfer assets to it. In many situations, banks and brokerage firms do not have the legal right to see a copy of the entire trust, just a few pages.
The Certification of Living Trust is a statement verifying the name of the Grantor(s) of a trust, the legal name of the trust, the date the trust was signed, and the tax identification number of the trust. This document also confirms the trustee’s authority to act on behalf of the trust. This document is useful when you need to provide third parties with information concerning a trust.
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