Trust Certificate

Trust Certificate

A trust certificate is an abbreviated form of your family trust.

It is generally given to a bank or institution that wants to see a copy of your family trust in order to verify what the trust says. The trust certificate includes information about who the trustee is, how title should be taken to assets placed into the family trust, and what the trustee’s powers are with respect to assets placed in the family trust.

Since the institution does not need to know who inherits your assets when you die, that information is not included in the trust certificate.

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