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Where can I access the Certification of Trust document?

Your Certification of Trust document is located alongside your Trust document and Schedule of Assets document. Take the following steps to get there:

  1. Log into your Trust & Will account.
  2. Click “Documents” from the left side menu bar.
  3. Click “Estate Plan” from the drop-down menu. 
  4. Scroll until you see your Certificate of Trust.

From there, you’re able to view and/or download the document. Learn how to download your documents here!

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