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Certification of Trust - Georgia

Georgia · Fillable PDF · Free

A certification of trust is a short sworn summary that lets a trustee prove the trust exists and who has authority without handing over the whole private trust document. Banks, title companies, brokerages and closing attorneys use it to open accounts, retitle assets and close real estate sales. A certification of trust is a short sworn summary that lets a trustee prove the trust exists and who has authority without handing over the whole private trust document.

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Who this form is for

  • Georgia residents and families reviewing certification of trust.

What you'll need

  • Read the packet’s instructions before completing its fields.
  • Follow the packet’s signing, witness and identification instructions.

How to complete it

  1. Trust details Copy the exact trust name and date, the settlor(s), and every current trustee from your trust document.
  2. Powers and revocability Check the powers box or summarize the powers, and say whether the trust can be revoked and by whom.
  3. Co-trustees If there is more than one trustee, check how many must sign.
  4. Sign before a notary Each trustee swears to the statements and signs in front of the notary. Bring a current government-issued photo ID.

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Assignment of Assets to Trust - Georgia

A general assignment moves untitled personal property, such as furniture, jewelry, collectibles and business interests, into your living trust in one signed document. It is usually signed alongside the trust. Real estate needs a deed, and titled assets and accounts need to be retitled or given beneficiary designations separately.

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Disclaimer of Inheritance - Georgia

A disclaimer lets you refuse an inheritance or other gift so that it passes to the next person in line as if you had died first. People disclaim for tax planning, to let property go to their children, or to avoid creditors or benefit issues. Timing is strict: generally within nine months of the death or transfer, and before you accept any benefit.

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Self Proving Will Affidavit - Georgia

A self-proving affidavit lets the Probate Court accept your will without tracking down your witnesses to testify after your death. Georgia law sets out the exact wording, and courts have rejected affidavits that leave parts out, so this form follows the statute. It can be signed at the same time as the will or later, as long as you and both original witnesses are living.

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Simple Will - Georgia

This fill-in will is for people with straightforward wishes: naming an executor, leaving specific gifts, leaving the rest of your estate to family or others, and naming a guardian for minor children. Georgia requires a will to be signed in front of two witnesses. Adding the notarized self-proving affidavit lets the Probate Court accept the will without calling the witnesses later. If you have a blended family, a business, significant assets or a child with special needs, talk to an attorney.

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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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