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257 East Town Street, Suite 457, Columbus, OH 432154626 Certification of Trust The undersigned Trustee(s) hereby certify the following: 1. This Certification of Trust refers to the Trust dated, which
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How to fill out certification of trust
How to fill out a certification of trust:
01
Begin by identifying the trust and its creator. Provide the full legal name of the trust and the name of the individual who established it.
02
List the names of the current trustees who are responsible for managing the trust. Include their full legal names and any relevant contact information.
03
Indicate the date that the trust was created. This helps establish the timeline and validity of the trust.
04
Include the relevant trust provisions. These detail how the trust assets should be managed and distributed. Make sure to review the trust document to accurately capture these provisions.
05
Specify any modifications or amendments to the trust. If there have been any changes made to the initial trust document, ensure they are properly documented in the certification.
06
State that the trust remains valid and in effect. Confirm that all required legal formalities were followed when creating the trust.
Who needs a certification of trust:
01
Individuals who are trustees of a trust. Trustees are responsible for managing the assets and carrying out the wishes outlined in the trust document. They may need a certification of trust to prove their authority when conducting financial transactions or engaging in legal matters on behalf of the trust.
02
Beneficiaries of a trust. Beneficiaries may require a certification of trust to provide evidence of their entitlement to trust assets or to establish their rights to receive distributions from the trust.
03
Financial institutions or other third parties. When dealing with trust assets or conducting business involving trust funds, third parties may request a certification of trust to verify the authority of the trustees and ensure compliance with the terms of the trust.
Note: It is essential to consult with an attorney or legal professional specific to your jurisdiction to ensure compliance with local laws and regulations when creating or utilizing a certification of trust.
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