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Wells fargo certification of trustee form 2026
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- Click ‘Get Form’ to open the Wells Fargo Certification of Trustee form in our editor.
- Begin by entering the name of the Trust and its date at the top of the form. This identifies the specific trust you are certifying.
- In the Settlor(s)/Trustor(s) section, provide the full names of all individuals who established the Trust. Ensure accuracy as this information is crucial.
- Next, fill in the names of all currently acting trustees in the Trustee(s) section. If there are multiple trustees, list each one clearly.
- Designate successor trustees by entering their names in the appropriate section. This ensures continuity in trust management.
- Indicate whether you are a sole trustee or part of co-trustees by checking the relevant box. This clarifies your authority regarding trust actions.
- Complete sections on signature authority and revocability by selecting applicable options and providing necessary details.
- Finally, sign and date where indicated, ensuring that all signatures are notarized as required for legal validity.
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