Certificate of Trust Generator

Generate a formal statutory Certificate of Trust pursuant to Uniform Trust Code Section 1013. Verify trustee authority, powers, and asset titling while preserving estate privacy.

Living Trust Certification Parameters

Certify trustees, powers, titling formats, and taxpayer ID for financial institutions

Generated Certificate of Trust Preview

Statutory certification preserving dispositive estate confidentiality

CERTIFICATE OF TRUST / CERTIFICATION OF TRUST (Pursuant to Uniform Trust Code Section 1013 and Cal. Prob. Code Section 18100.5) The undersigned Trustee(s) hereby declare and certify under penalty of perjury as follows: 1. EXISTENCE AND DATE OF TRUST The Trust known as The Arthur & Eleanor Pendelton Revocable Living Trust (the "Trust") is currently in full force and effect and was originally executed on May 12, 2021. 2. SETTLOR(S) / GRANTOR(S) The Settlor(s) and Grantor(s) who created the Trust are: Arthur Pendelton and Eleanor Pendelton 3. CURRENT SERVING TRUSTEE(S) The currently acting and fully authorized Trustee(s) of the Trust are: Arthur Pendelton and Eleanor Pendelton 4. SUCCESSOR TRUSTEE(S) In the event of the death, resignation, or incapacity of the current Trustee(s), the designated Successor Trustee(s) entitled to act are: Marcus Pendelton 5. REVOCABILITY The Trust is Revocable by Settlors acting together or alone. 6. POWERS OF TRUSTEE(S) The Trustee(s) have full authority under the terms of the Trust Agreement and applicable state law to transact all business on behalf of the Trust, including without limitation: (a) To purchase, sell, exchange, mortgage, pledge, convey, and lease real and personal property; (b) To open, maintain, deposit, and withdraw funds from commercial bank accounts, savings, certificates of deposit, and money market accounts; (c) To open, maintain, and trade in securities, brokerage, and investment accounts; (d) To borrow money, execute promissory notes, and encumber trust property. 7. TAXPAYER IDENTIFICATION Under Treasury Regulation Section 1.671-4, the Trust is a Grantor Trust and utilizes the Social Security Number of the Settlor for all financial accounts. 8. MANNER OF TITLING ASSETS Title to all real estate, investment accounts, and banking assets held by the Trust should strictly be styled and held as: "Arthur Pendelton and Eleanor Pendelton, Trustees of The Arthur & Eleanor Pendelton Revocable Living Trust dated May 12, 2021" 9. NON-REVOCATION The Trust has not been revoked, modified, or amended in any manner that would cause the representations contained in this Certificate of Trust to be incorrect. IN WITNESS WHEREOF, the undersigned Trustee(s) have executed this Certificate of Trust under penalty of perjury on October 18, 2024. TRUSTEE(S): ____________________________________________________ Signature: Arthur Pendelton Date: _____________________________________________ ____________________________________________________ Signature: Eleanor Pendelton Date: _____________________________________________ NOTARY PUBLIC ACKNOWLEDGMENT: State of California, County of ___________________ Subscribed and sworn to (or affirmed) before me on this _____ day of ____________, 20___, by the above-named Trustee(s), who proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. ____________________________________________________ Notary Public Signature [SEAL]

Protecting Family Estate Privacy with a Certificate of Trust

When opening bank accounts, acquiring real estate, or re-titling brokerage assets in the name of a Revocable Living Trust, financial institutions and title companies routinely demand proof of the trust's validity and trustee powers. Providing the entire 50-page trust agreement unnecessarily exposes private family inheritance terms, asset distributions, and beneficiary names to strangers. A statutory Certificate of Trust (or Certification of Trust) provides third parties with full legal verification of trustee authority under Uniform Trust Code Section 1013 while keeping dispositive provisions 100% confidential.

Key Legal & Contract Features

Uniform Trust Code (UTC 1013) Compliant

Drafted to satisfy statutory trust certification requirements accepted across all 50 US states.

Complete Dispositive Privacy Protection

Certifies trustee authority without revealing private family wealth distributions, dollar amounts, or beneficiary identities.

Comprehensive Trustee Powers Recital

Verifies explicit authority to open bank accounts, buy/sell real estate, borrow funds, and manage securities.

Taxpayer Identification Clarification

Clearly designates whether the trust operates under the grantor's personal SSN or a separate IRS EIN.

Exact Asset Titling Formula

Provides the precise legal vesting style required on deeds, stock certificates, and escrow settlement statements.

Notary Public Jurat Verification Block

Formatted with formal state acknowledgment block ready for recording with county deed registries.

Practical Contract Applications

  • Trustees & Estate Executors

    Open business checking accounts, purchase homes, or refinance mortgages in the trust name without revealing family terms.

  • Estate Planning Attorneys & Paralegals

    Provide clients with an executive certificate alongside their master estate planning binder.

  • Real Estate Escrow & Title Officers

    Verify grantor authority and prevent title defects when recording deed transfers into living trusts.

  • Financial Advisors & Wealth Managers

    Re-title custodial brokerage accounts, annuities, and retirement assets into living trust entities.

Frequently Asked Questions

What is a Certificate of Trust?

A Certificate of Trust (also known as a Certification of Trust or Affidavit of Trust) is a concise, notarized legal document that certifies the existence of a trust, names the currently acting trustees, and confirms their legal authority to buy, sell, or manage assets, without revealing confidential beneficiary details.

Do banks have to accept a Certificate of Trust instead of the full trust document?

Yes. Under Uniform Trust Code Section 1013 and state statutes (such as California Probate Code Section 18100.5), third parties that demand the full trust document after being presented with a valid statutory certificate of trust can be held liable for damages and attorney fees if their refusal causes delay.

Does a revocable trust use its own EIN or the grantor's SSN?

During the grantor's lifetime, a revocable living trust is considered a 'grantor trust' for tax purposes by the IRS. Treasury Regulation Section 1.671-4 allows all income to be reported directly under the grantor's personal Social Security Number without filing a separate Form 1041.

What is the correct way to title property in a trust?

Property cannot be owned by the trust itself; it must be held by the trustee on behalf of the trust. A standard titling format is: '[Trustee Name], Trustee of [Full Trust Name] dated [Trust Execution Date]'.

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