Official Certificate of Trust

Select the type of trust:

Select the type of trust: Revocable TrustIrrevocable Trust

Do you know when the trust was created?

Do you know when the trust was created? YesNo

Date of creation:

Where was the trust created?

State of

Select to ensure state-specific legal requirements are reflected.

Do you have the trust's Tax Identification Number (TIN)?

Do you have the trust's Tax Identification Number (TIN)? YesNo

If it's a living trust, the Tax ID will be the Trustee's Social Security Number.

Enter the Tax Identification Number (TIN):

Does the trust hold any real estate?

Does the trust hold any real estate? YesNo

Must be disclosed.

Describe the property:

Enter the legal description whether it be a street address, property identification number, or another legal reference.

Do you want to enter the grantor's information now?

Do you want to enter the grantor's information now? YesNo

The grantor is the person or entity who created the trust.

How many grantors are there?

How many grantors are there? One (most common)Two or more (typically a married couple)

Enter the grantor's name:

Enter each of the grantor's names:

Do you know the grantor's mailing address?

Do you know the grantor's mailing address? YesNo

This will be the official mailing address for legal notices. If there are multiple grantors, enter one primary address.

Grantor's mailing address:

Street Address

Address Line 2

City

State

ZIP Code

Who will act as the trustee?

Who will act as the trustee? The grantor(s)Someone else

In most revocable trusts, the grantor is also the trustee (and actively managing its assets).

Do you want to enter trustee information now?

Do you want to enter trustee information now? YesNo

How many trustees are there?

Enter the trustee's name:

Enter each of the trustee's names:

Do you want to enter the mailing address for the trustee(s)?

Do you want to enter the mailing address for the trustee(s)? YesNo

Trustee mailing address:

Street Address

Address Line 2

City

State

ZIP Code

This will be the official mailing address for legal notices.

The POWERS the trustee(s) have are:

The POWERS the trustee(s) have are: Unrestricted. The trustee has full power to buy, sell, lease, or mortgage property.Restricted. The trustee will be limited to only performing specific tasks.

The trustee(s) shall have the following powers over the trust:

Write the SPECIFIC POWERS the trustee has over the trust.

The trustees:

The trustees: Must act jointlyCan act independentlyCan act only by a majority

If there is only one trustee, select "Must act jointly."

Are there any successor trustees?

Are there any successor trustees? YesNo

A successor trustee is responsible for administering the trust after the grantor or trustee becomes incapacitated or dies.

How many successor trustees are there?

Enter the successor trustee's name:

Enter each of the successor trustees' names:

Do you want to enter a mailing address for the successor trustee(s)?

Do you want to enter a mailing address for the successor trustee(s)? YesNo

Mailing address:

Street Address

Address Line 2

City

State

ZIP Code

State law requires that this certificate be notarized.

State law requires that this certificate be notarized. I understand

Do you plan to have this certificate notarized?

Do you plan to have this certificate notarized? YesNo

Recommended if this certificate is to be recorded.

Will two witnesses be present at signing?

Will two witnesses be present at signing? YesNo

This may be required by certain county recorders.

What is the name of the trust?

What is your name?

The person completing this certificate of trust is known as the affiant.

What is the date of this certificate?

Usually today's date.

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