This form is a Uniform Statutory Form of Power of Attorney for California for property, finances and other powers you specify. It also provides that it can be durable.
This form is a Uniform Statutory Form of Power of Attorney for California for property, finances and other powers you specify. It also provides that it can be durable.
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(a) The trustee may present a certification of trust to any person in lieu of providing a copy of the trust instrument to establish the existence or terms of the trust. A certification of trust may be executed by the trustee voluntarily or at the request of the person with whom the trustee is dealing.
If you don't want to show your trust document, in most cases you can use a shorter version of it, called a "certification of trust" or "certificate of trust" and sometimes referred to as an "abstract of trust." This document gives institutions the information they need but lets you keep some key provisions private.
Under Probate Code 18100.5 (b) the certification of trust can contain specified information and confirm specified facts.
A Certificate of Trust may need to be recorded in the county that any real property is in. That said, if there's no real property owned by the Trust, there may not be any need to record it.
The certificate of the trust should also include a description of how the assets should be distributed to the beneficiaries of the trusts. The trust grantor and the trustee will have to sign and date the document and it will have to be notarized and signed by a notary public.