Certification of Trust | Practical Law

Certification of Trust | Practical Law

A Standard Document that can be customized for use in any US jurisdiction to certify the existence of a trust and to provide information regarding its essential terms, without providing a full copy of the trust instrument. A certification of trust provides information regarding the settlor of the trust, the acting trustee, and the power and authority of the trustee to manage and invest trust property or to act with respect to a specific transaction. A trustee can use a certification of trust to certify to third parties that the trustee has authority to administer the trust while keeping the terms of the trust confidential. This Standard Document contains integrated notes and drafting tips.

Certification of Trust

Practical Law Standard Document w-009-9998 (Approx. 11 pages)

Certification of Trust

by Practical Law Trusts & Estates
MaintainedUSA (National/Federal)
A Standard Document that can be customized for use in any US jurisdiction to certify the existence of a trust and to provide information regarding its essential terms, without providing a full copy of the trust instrument. A certification of trust provides information regarding the settlor of the trust, the acting trustee, and the power and authority of the trustee to manage and invest trust property or to act with respect to a specific transaction. A trustee can use a certification of trust to certify to third parties that the trustee has authority to administer the trust while keeping the terms of the trust confidential. This Standard Document contains integrated notes and drafting tips.