Fill Out a Certificate of Trust: Verify Trustee Authority
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A Certificate of Trust (also called a Memorandum or Abstract of Trust) is a summarized version of a trust document. It allows trustees to verify their authority to act on behalf of the trust without disclosing confidential details of the full trust agreement.
You should use this document when:
This document protects privacy by allowing trustees to complete important transactions without revealing the full trust document. It also minimizes delays with financial institutions and provides legally recognized proof of trust structure and authority.
A Certificate of Trust must be notarized for validity. Certain states require it to be recorded for real estate transactions. Keep a copy for your records and provide it to financial institutions, title companies, and other relevant parties as needed.
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