A Certification of Trust is typically used when dealing with others in connection to the Trust. If you’re working with someone else and don’t want to provide a complete copy of the Trust, a Certification of Trust can be used instead.
Common uses include:
- Using a Certification of Trust when funding a Trust
- Providing a Certification of Trust to a bank in connection with accounts held in the Trust
- Recording a Certification of Trust if real property is added to the Trust
- Sharing a Certification of Trust when naming a Trust as a beneficiary of a life insurance policy or a retirement account
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