What is a Certification of Trust and why might I need one?
https://will-and-trust.com//en/articles/certification-of-trust
A Certification of Trust is a legal document that summarizes key details of a trust without revealing the full trust agreement. It is often used to prove the existence of a trust and the authority of the trustee while keeping sensitive information private.
Key benefits:
- Privacy: Discloses only necessary information instead of the full trust document.
- Proof of authority: Confirms the trustee’s legal ability to act on behalf of the trust.
- Convenience: Speeds up transactions with banks, title companies, and other institutions.
- Compliance: Accepted in many states as a legal alternative to providing the full trust.
When to consider one:
If you need to show proof of a trust to a financial institution, title company, or other party, a Certification of Trust can be a secure and efficient option.
Learn more or create yours here:
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