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DEPARTMENT OF CORRECTIONS Chief Financial Office Title:Travel Advances DOC Policy: 30.4.4Effective:03/08/18Supersedes: N/Applicability:All EmployeesDirectives CrossReference: Policies: Travel Policy
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01
Gather all pertinent information regarding the trust, including the trustor's name, the trustee's name, the beneficiaries, and the trust property.
02
Fill in the trustor's name and address in the designated spaces on the form.
03
Provide the trustee's name and address in the appropriate sections of the certificate.
04
List the beneficiaries' names and addresses in the beneficiary section of the certificate.
05
Describe the trust property in detail, including any real estate or financial assets.
06
Sign and date the certificate of trust in the presence of a notary public.
07
Make copies of the completed certificate for all interested parties.

Who needs certificate of trust what?

01
Individuals establishing a trust
02
Trustees managing a trust on behalf of beneficiaries
03
Beneficiaries receiving assets from a trust
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A certificate of trust is a document that summarizes the key provisions of a trust agreement without revealing the specific details of the trust.
The trustee or trustees of a trust are required to file a certificate of trust.
To fill out a certificate of trust, the trustee must provide basic information about the trust, such as the name of the trust, the date it was established, and the name of the trustee.
The purpose of a certificate of trust is to provide a document that can be used to prove the existence of a trust without having to disclose all of the details of the trust agreement.
The certificate of trust must include the name of the trust, the date it was established, the name and address of the trustee, and a statement that the trust is valid and in effect.
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