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Certification of Trust - Illinois

Illinois · Fillable PDF · Free

A certification of trust is a short summary of a living trust that proves the trust exists and who may act for it, without revealing private details such as beneficiaries and shares. A certification of trust is a short summary of a living trust that proves the trust exists and who may act for it, without revealing private details such as beneficiaries and shares.

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Who this form is for

Illinois residents and families reviewing certification of trust instructions.

What you'll need

Read the original packet’s instructions and complete only the fields that apply.
Bring acceptable identification and follow the packet’s signature and witness instructions.

How to complete it

Who signs Every currently acting trustee. Banks, brokers, and title companies use this instead of reading the whole trust.
Fill in the trust facts (Page 1) Copy the trust name, date, settlor, trustees, and powers exactly from the trust document.
Sign before a notary (Page 2) Each trustee signs before the notary with a current, government-issued photo ID.

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Acceptance of Trusteeship - Illinois

A successor trustee uses this form to formally accept appointment as trustee of an Illinois living trust, so banks and title companies can recognize their authority.

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Affidavit of Attesting Witnesses - Illinois

When an Illinois will is admitted to probate, the witnesses’ sworn affidavit can prove the will without their appearing in court. It is often signed right after the will.

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Affidavit of Heirship - Illinois

An affidavit of heirship is a sworn statement of a deceased person’s family history that identifies the legal heirs. Title companies use it to clear title to inherited Illinois real estate, often with a probate order or other proof.

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Assignment of Assets to Trust - Illinois

A general assignment moves ownership of personal property, such as furniture, jewelry, and listed assets, into your living trust, so they are managed under the trust and can avoid probate.

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Disclaimer of Interest - Illinois

A disclaimer lets you refuse an inheritance, life insurance proceeds, a trust interest, or other property, so it passes to the next person in line instead of you.

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Resignation of Trustee - Illinois

A trustee uses this form to step down as trustee of an Illinois trust, as the trust instrument or the Illinois Trust Code allows.

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Small Estate Affidavit - Illinois

This is Illinois’s statutory small estate affidavit. It lets a family member collect a decedent’s bank accounts, vehicles, and other personal property without opening probate, when the estate is small and has no real estate.

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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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