Trustee certification summarizing key trust provisions for third parties (banks, title companies, brokers) without disclosing the full trust instrument, as authorized by the Uniform Trust Code § 1013 and most state statutes.
The Certification of Trust is a ready-to-use legal & compliance template you can send for signature in minutes. It is written for 1 signer (trustee) and, by default, expires 30 days after it is sent if left unsigned. It covers trust, trustee, certification, trust certification, third party, fiduciary. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.
Document Preview
# Certification of Trust This Certification of Trust is provided pursuant to ___________ (e.g., Uniform Trust Code § 1013, California Probate Code § 18100.5, or other applicable state statute) to allow a third party to deal with the trustee without requiring disclosure of the full trust instrument. **Date of This Certification:** ___________ **State of Trust Administration:** ___________ --- ## Trust Identification **Full Name of Trust:** ___________ **Date of Trust Agreement:** ___________ **Amendment(s):** ___________ The trust has been amended. Most recent amendment date: ___________ ___________ The trust has not been amended. **Date of Most Recent Restatement (if any):** ___________ --- ## Grantor(s) / Settlor(s) **Name(s) of Grantor(s) / Settlor(s):** ___________ --- ## Trustee(s) **Currently Acting Trustee(s):** **First Trustee Full Legal Name:** ___________ **Address:** ___________ **Second Trustee Full Legal Name (if co-trustee):** ___________ **Address:** ___________ **Successor Trustee Provision:** The trust instrument names the following successor trustee(s) to serve if the currently acting trustee is unable or unwilling to serve: ___________