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CERTIFICATION OF TRUST AGREEMENT CLEAR FORM Policy/Contract Information Please complete using information from the Trust document Policy / Contract No(s)*: *Please state pending if this form is being
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How to fill out certification of trust agreement

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Who needs a certification of trust agreement?

Individuals who have created a revocable living trust and want to provide evidence of its existence and terms without disclosing sensitive information can benefit from a certification of trust agreement. This may include the original trustor (the person creating the trust) and their successor trustee(s) who will administer the trust in the event of their incapacity or death.

How to fill out a certification of trust agreement:

01
Begin by stating the full legal name of the trust, also known as the trust's formal title.
02
Clearly state the date the trust was created. This is typically the date the trust agreement was signed.
03
Identify the trustor by providing their full legal name, address, and any other necessary contact information.
04
Specify the name(s) of the trustee(s) who will have authority over the trust assets. Include their full legal names, addresses, and any other relevant information.
05
Clearly outline the powers and duties assigned to the trustee(s) as outlined in the trust agreement.
06
Indicate whether the trust is revocable or irrevocable and provide any limitations or conditions specified in the trust agreement.
07
Include a statement that the trust is currently in effect and has not been revoked or modified.
08
If applicable, state the name(s) of any successor trustee(s) who will assume control over the trust administration in the event of the original trustee's incapacity or death.
09
Include a provision specifying that the trustee(s) have the authority to act on behalf of the trust and make decisions regarding the trust assets.
10
Both the trustor and the trustee(s) should sign the document, and it should be notarized to provide additional authenticity.
Remember, it's important to consult with a qualified attorney or estate planning professional to ensure the certification of trust agreement accurately reflects the terms and conditions of your specific trust.
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Certification of trust agreement is a legal document that verifies the existence of a trust and the trustee's authority to act on behalf of the trust.
The trustee or trustees of a trust are required to file the certification of trust agreement.
The certification of trust agreement can be filled out by providing information about the trust, the trustee, and the beneficiaries. It must be signed and notarized.
The purpose of certification of trust agreement is to provide assurance to third parties that the trust is valid and that the trustee has the authority to act on behalf of the trust.
The certification of trust agreement must include the name of the trust, the date it was established, the name and address of the trustee, and a list of the beneficiaries.
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