When dealing with assets held in your Trust, third parties often want evidence that you are the Trustee and have the power to enter into the transaction at issue (e.g., selling real estate, opening a brokerage account, etc.). In such a case, providing the person with a copy of the Certification of Trust rather than the full Trust Agreement provides them with the information they need, and keeps private the information with respect to the Trust’s beneficiaries and the disposition of the assets in your Trust upon your death.
For more information please call Winstead Law Group, APC at (949) 639-9609 and ask to speak with an estate planning attorney. Winstead Law Group, APC main office is located in Orange County, California at 28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677.
DISCLAIMER: This information is provided by estate planning attorney Stephanie D. Winstead, Esq. Mrs. Winstead is licensed to practice law in the State of California ONLY and she maintains offices in Laguna Niguel, California and San Diego, California. This answer DOES NOT create an attorney-client relationship, and is only intended to provide general advice within the limits of the question asked. If you wish to create an attorney-client relationship for specific legal advice, it will be necessary to enter into an engagement for legal services. More general legal information about wills, living trusts, and estate planning can be found at www.WinsteadLaw.Net.
