Certification of Trust in California

What is a certification of trust?

A certification of trust is a type of declaration of trust. The difference is that it excludes the details of what property is held in the given trust and the identity of beneficiaries. The purpose of a certification of trust is to prove that you have established a valid trust to a financial organization, without having to reveal specific details you wish to keep private.

It can also be shown to a party involved in the trust in order to establish the terms of the trust. The certificate of trust can establish the existence of terms of the trust, according to California Probate Code §18100.5. This is often used when a trust document or deed of trust is not available and an alternative must be used. Contact the Law Offices of David A. Shapiro, P.C. today to pursue a certification of trust and get your questions answered.

Contact a Los Angeles Trust Attorney

If you are in need of help with a certificate of trust, secure the legal assistance of a Los Angeles trust attorney from our firm. At the Law Offices of David A. Shapiro, P.C., we can help you understand what is included in a certificate of trust to ensure that it is accurate and properly completed. It is a very straightforward document and is typically only between one and two pages long. It is important to include all necessary information about the trust.

It should include the following items:

  • Name of the trust
  • Execution date of the trust
  • Names of parties involved
  • Revocability or irrevocability
  • Trust identification number

The certificate of the trust should also include a description of how the assets should be distributed to the beneficiaries of the trusts. The trust grantor and trustee will have to sign and date the document and it will have to be notarized and signed by a notary public. At that point, it will go into effect.

Contact our firm for more information and assistance!

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