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What is a Certification of Trust?

A Certification of Trust, also known as a Trust Certificate, is a document that serves as proof of the existence of a trust and outlines the key terms necessary for financial and legal transactions. It summarises the trust, verifying the trustee’s authority without disclosing sensitive information in the entire trust agreement. Explore our blog post from our Tallahassee Estate Planning Attorney for additional information and examples of how a Certification of Trust is utilized in an effective Trust-based estate plan.

If you’re looking to establish a trust as part of your estate plan or need guidance on managing trust-related transactions, contact our Tallahassee estate planning lawyer to discuss how trust planning can accomplish your estate planning goals.

Ben C. Patton
Expert Tallahassee Estate Planning Lawyer

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Please fill out our contact form to kick off your estate planning journey. We will be in touch with you as soon as we can to schedule your free consultation. We want to hear your story and tell you about your options for protecting you, your family, your legacy, and your assets—starting today!
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OFFICES

McRae & Metcalf, P.A.

2612 Centennial Place

Tallahassee, FL 32308

Phone:

850-386-8000

Fax: 850-386-8342

Location Details +
Directions +

Get Help Now

Please fill out our contact form to kick off your estate planning journey. We will be in touch with you as soon as we can to schedule your free consultation. We want to hear your story and tell you about your options for protecting you, your family, your legacy, and your assets—starting today!

Contact Info

McRae & Metcalf, P.A.

2612 Centennial Place
Tallahassee, FL 32308

Phone: 850-386-8000
Fax: 850-386-8342
Office Info +
Get Directions +
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