The Certificate of Trust form is needed under the following conditions: 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the Client ID of the Trust and the Date Trust Established in MMDDYYYY format.
3. Fill in the Name of Trust and specify the State where your trust was created.
4. Indicate whether the trust is revocable or irrevocable by selecting the appropriate option.
5. Provide details for Grantor Information, including First Name, Last Name, Social Security Number, and whether they are a Trustee.
6. Complete Trustee Information by entering names and client IDs for each trustee. If there are more than five trustees, complete additional pages as necessary.
7. Select the level of authority for trustees and indicate if they can act independently.
8. Ensure all required signatures are notarized where applicable before submitting your form.

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