How do I use a Certification of Trust?

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

Learn more about Certification of Trust documents here