Certification of Trust - Arizona

Arizona · Fillable PDF · Free

Banks, brokerages and title companies need proof that a trust exists and who can act for it. Arizona lets the trustee give them this short certification instead of the whole trust agreement, which keeps your family’s private terms private. Banks, brokerages and title companies need proof that a trust exists and who can act for it.

Serving Arizona. Appointments require an Arizona-commissioned notary.

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Who this form is for

• Banks, brokerages and title companies need proof that a trust exists and who can act for it. Arizona lets the trustee give them this short certification instead of the whole trust agreement, which keeps your family’s private terms private.

What you'll need

• The original Certification of Trust - Arizona packet and its instructions.
• Names, dates and supporting records identified in this packet.
• Acceptable identification for any notarial act; arrange qualified witnesses when required.

How to complete it

1. Copy details from the trust agreement The exact trust name and date, settlor(s) and current trustee(s).
2. Describe powers and signing rules Whether one trustee can sign alone.
3. Show how title is held Institutions use this exact wording on accounts and deeds.
4. Trustee(s) sign before a notary Bring a current photo ID.

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These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.

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