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Sample Certification of Living Trust Form Template
Certification of Living Trust Basics

Once you have created a living trust or joint living trust you may desire to transfer investments or other financial accounts into the name of the trust. A Certificate of Living Trust provides your banking institution, brokerage firm, transfer agent or other third party with necessary information regarding the trust to facilitate this transfer. This document also confirms the trustee's authority to act on behalf of the trust.

Use the Certification of Living Trust document if:

  • You need to provide third parties with information regarding a living (revocable) trust.

Other names for this document: Certification of Inter Vivos Trust


Sample Certification of Living Trust

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