MAKE YOUR FREE

Certification of Living Trust

  • Answer simple questions to create your document

  • Sign & share your document online

  • Save progress and finish on any device; download & print at home

Start Now

To start, enter your email so you can save your progress

Your document will be stored securely so you can edit later

{{errorText}}
Continue
Already a member? Sign in

Preparing your document questions

We've sent you an email
with information about how to access your document from any device

HOW IT WORKS

Build your
document
Save, print
& share
Sign it &
Make it legal

Make your Free
Certification of Living Trust

Make Document

How it works

Build your
document
Save, print
& share
Sign it &
Make it legal
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

More than just a template, our step-by-step interview process makes it easy to create a Certification of Living Trust.

Save, sign, print, and download your document when you are done.


Get legal advice

From Rocket Lawyer On Call® attorneys.

Characters remaining: 600

Legal Documents

Ready to create your Free Certification of Living Trust?

Your document is free within your one week membership trial.

Make Document