Do you need a Certificate of Trust?

This is one of the most used documents in your estate plan. The certification of trust is the document that you use to fund your revocable living trust. Funding is the process by which you put assets into your trust. As you go to your bank or financial institutions to let them know about your trust, they will need proof that you have a valid, legal trust. The certification of trust provides this all-important proof. Instead of providing your entire estate plan to your financial institutions, you instead provide a copy of the 1 to 2-page document to show proof of your trust and to maintain your privacy as much as possible. This document has many very specific legal requirements that are often missed or overlooked in do-it-yourself documents or documents prepared by someone who is not an experienced estate planning attorney. When the certification of trust is improperly prepared and executed, you then are at the mercy of your financial institution and may be forced to provide them with copies of estate planning documents, which should be private.

Get A Free Consultation

Thank you for contacting us. We'll get back to you as soon as we can.

Oops! It looks like something went wrong.
Please call us at (480) 390-6089.

What our clients are saying...

I have worked with Trent numerous times over the past year. I have both referred him clients of mine and he has advised me on several estate planning questions personally. There is no one that I would trust more highly than Trent when it comes to business law, estate planning, and gun trusts.
Chad W.
I was very pleased with the service . I had been waiting and waiting to get trust setup, and when I decided to use Woods Law it was painless, fast, priced right, very simple. Thank you so much for your help. See you again soon sir.
Barrett
I used Mr Woods for a NFA Trust and the experience was great. Mr Woods was very patient with all my questions and lack of knowledge with the law. Mr Woods responded very quickly to all my concerns and questions involving my trust.
Gary

Discover how we can help you...

Estate, business formation, and probate services, including consultative and document preparation.
Contact Us