Certificate of Trust Template

What Is the Certificate of Trust Template?

A Certificate of Trust is a summary document that proves your trust is valid and identifies the current trustees without disclosing the trust's complete terms. Financial institutions, title companies, and other third parties accept this certificate instead of requiring your full trust document. This protects your privacy while giving them the verification they need.

The template includes trustee identification and authority provisions, revocability status declarations, trust validity certifications, and optional property schedules. Everything is drafted in legally binding language that institutions recognize and accept, with notary acknowledgment sections that make the certificate self-authenticating.

 

 

Is This Certificate of Trust Template Right for You?

You need this template if you're:

• Opening a bank account in your trust's name
• Transferring real estate to or from your trust
• Opening investment accounts for trust assets
• Applying for a loan secured by trust property
• Conducting any financial transaction as trustee
• Dealing with institutions that need trust verification

You definitely need this template if:

• A bank refused to accept your verbal claim of trustee authority
• A title company requested proof of your trust before closing
• You want to protect beneficiary privacy during transactions
• An institution demanded your full trust document
• You're managing trust property and need to prove authority

 

 

Why Thousands Trust Legal GPS Templates

Save Money. Attorneys charge $200-400 to prepare a certificate of trust. This template costs $35.

Save Time. Download instantly and complete in 15 minutes.

Look Professional. Bank-ready format that institutions recognize and accept.

Keeps You Out of Court. Proper trustee authority provisions, validity certifications, and notary acknowledgments prevent challenges to your transactions and protect third parties who rely on the certificate.

 

 

 

Get Protected in 3 Simple Steps

Step 1: Secure Checkout. Complete your purchase through our secure payment system. Instant confirmation.

Step 2: Instant Download. Receive your certificate template immediately in Microsoft Word and Google Docs format.

Step 3: Fill In the Highlighted Fields. Complete the certificate using information from your trust document, then execute with a notary.

 

Frequently Asked Questions

Can I use this template multiple times?

Yes. You can create new certificates whenever circumstances change or different institutions request them. Most trustees prepare a fresh certificate for each transaction.

Is this certificate legally binding?

Yes, when properly completed and notarized. Financial institutions and title companies accept certificates of trust as legally sufficient proof of trustee authority.

Do I need to show my full trust document?

No. The certificate is specifically designed to eliminate that requirement. Institutions that accept this certificate cannot demand your full trust document.

Does this need to be notarized?

Yes. While technically optional in some states, virtually all banks and institutions require notarization. Budget for a notary visit when completing this certificate.

Can I use this if my trust has been amended?

Yes. The template includes fields for amendment dates and handles both original trusts and amended or restated trusts.

What information does this certificate not reveal?

The certificate intentionally omits beneficiary names, specific distribution schedules, asset values, and detailed trust provisions. It reveals only what third parties need to verify trustee authority.