Can I use a Certification of Trust for anything?

It depends! Most states allow you to use a Certification of Trust instead of providing a complete copy of your Trust. However, most banks and financial institutions either require you to complete their Certification of Trust form, or require that you provide a complete copy of the Trust. 

Banks are often mistaken in either case, but they’re known to have very strict policies, so it’s usually best to complete the forms that they specifically require.

Learn more about Certification of Trusts here 

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