Certification of Trust

Complete this form to certify the existence and terms of a trust without disclosing the trust instrument itself.

1. Requesting Party (optional)

Institution / Title Co. / Recipient

Purpose

2. Trust Information

Full legal name of trust *

Date trust was signed *

Date of last amendment (if any)

Type of trust *

Governing state law *

Trust Tax ID (EIN, or SSN of grantor)

Trust mailing address *

3. Settlor(s) / Grantor(s)

Settlor #1 full name *

Settlor #2 full name (if any)

Who holds the power to revoke or amend? *

4. Currently Acting Trustee(s)

Trustee full name *

Title

Phone *

Email *

Mailing address *

Signature authority for trust transactions *

Successor trustee(s) (if named)

5. Trustee Powers & Title

Select the powers the trust instrument grants to the trustee(s).

Sell, convey, or transfer real and personal property

Encumber, mortgage, or pledge trust property

Borrow money or obtain loans

Open, manage, and close bank and investment accounts

Lease trust property

Invest and reinvest trust assets

Name in which trust assets should be titled *

Any limitations on trustee powers? (if none, write “None”)

6. Certifications

The trust exists and was validly created as of the date stated above.

The trust has not been revoked, modified, or amended in any manner that would cause these representations to be incorrect.

The persons listed above are the currently acting trustee(s) and have the authority described.

The trust has not been the subject of any pending dispute, litigation, or court order affecting trustee authority.

I will promptly notify the recipient if any of this information changes.

7. Signature

By signing, I certify under penalty of perjury under the laws of the state identified above that the foregoing is true and correct. Many institutions also require notarization; if so, print a copy for your notary after submitting.

Printed name of signing trustee *

Date *

Draw your signature *

Sign with mouse, finger, or stylus

I agree my electronic signature is the legal equivalent of my handwritten signature.

Certification submitted

Thank you. Your signed Certification of Trust has been received.