What Does a Typical Certification of Trust Contain?


Quick Answer

A typical certification of trust contains the date of execution of the trust instrument, the identity of the settlor and the trustee, the powers of the trustee and the revocability or irrevocability of the trust, according to OregonLaws.org. The certification also contains the jurisdiction that established the trust and the signatures and addresses of the trustees.

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Full Answer

A certification of trust outlines the manner in which the beneficiary takes title to trust property and the number of cotrustees that must sign the document in order to exercise their powers, states OregonLaws.org. It must state that the trust has not been revoked or amended in a manner that makes the representations made therein incorrect. A person may require the certification of trust to be adapted to his standard form and to include other facts relevant to the administration of the trust.

The document may contain the names of successor trustees and the circumstances that may necessitate these successors to assume trust powers, claims OregonLaws.org. The certification leaves out details of the property held under the trust and the identities of the beneficiaries, notes Nolo. Beneficiaries can show the certification to financial or other organizations to prove they have a valid trust without revealing private details.

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