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What is a Certification of Trust?

 

A Certification of Trust (sometimes called a Trust Certificate) is a summary document that proves the existence of a trust without disclosing its full terms. It confirms who the trustee is and what authority they hold, allowing financial institutions, title companies, or other parties to verify the trust without needing to review the entire trust document. It’s often required when transferring property into a trust or opening accounts under the trust’s name.

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Purpose:

 

Summarizes the essential details of a trust without disclosing the full trust document. Typically used to prove the existence of a trust when transferring assets or dealing with banks or title companies.

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Helpful Hints:

 

• A helpful privacy tool—clients avoid sharing the entire trust.

• Usually requested when transferring property into a trust or opening accounts.

• The Certification should state:

  • Trust name and date.

  • Name(s) of trustee(s).

  • Authority granted to trustee(s).

  • Whether the trust is revocable or irrevocable.

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Key Points:

 

• Does not replace the full trust but serves as a summary proof.

• Often accompanies a Quitclaim Deed when transferring property into a trust.

• Institutions may request specific wording; double-check requirements.

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Is Notarization Required:

 

✔️ Yes, notarization is required.
Typically, the trustee(s) signing the Certification of Trust must have their signature notarized.

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