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Certification of Living Trust basics

If you need to provide third parties with information regarding revocable living trust, then this is the document for you. A Certification of Trust allows you to facilitate the transfer of assets to or from your living trust.

What is a Certification of Trust?

Once you have created a living trust or joint living trust, you may want to transfer investments or other financial accounts into the name of the trust. In such scenarios, your banking institution, brokerage firm, or transfer agent may want to confirm that you have the authority to act on behalf of the trust. A Certification of Trust provides the previously mentioned institutions and individuals with necessary information regarding the trust to facilitate the transfer.

What is the difference between a Certificate of Trust and a Trust Agreement?

When doing business with financial institutions, a Certificate of Trust can be used to ensure that specific assets are still in the trust and confirms that a trustee still has access to these assets. A Trust Agreement, on the other hand, is a legal contract that defines why the trust is being established, allows a trustor to name the trustee(s), specifies the property that the trust will cover and provides instructions for holding and disbursing assets within the trust.

How do I get a certified copy of a trust?

Making a Certification of Trust online is simple. Just answer a few questions, and Rocket Lawyer will build your document for you. Consider these questions beforehand to make the process speedier:

  • Who is providing the certification?
  • What is the name of the trust?
  • What types of provisions will be attached to the certification?

If you don't have all of the details you need, you can skip questions, and save your document for later.

Do I need a Certificate of Trust?

Using a Certificate of Trust may not be required, but it may be preferred. When transferring investments or other financial accounts in or out of your living trust, banking institutions, for example, may ask to see your trust document. A Certificate of Trust can often be submitted as a replacement for the trust document. The advantage of submitting a Certificate of Trust as opposed to your trust document is that it does not include specific information that you may not want to share. For example, a Certificate of Trust does not name your beneficiaries or mention what they are entitled to inherit from you.

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Sample Certification of Living Trust

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