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.
