WHAT IS A Certification Of Trust?
A Certification of Trust is a document that is required to open financial accounts. The Certification verifies the existence of your Trust and your unlimited right as Trustees to deal with any account or asset held in the Trust. The Certification acts as a short version of the Trust Agreement and gives any third party all the information required from the Trust without getting into the dispositive provisions, which are (and should remain) confidential. A certification of Trust should be included with a professionally drafted Estate Plan.