Certification of Trust - North Carolina

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North Carolina · Fillable PDF · Free

A certification of trust is a short summary that proves a trust exists and who may act for it, without revealing beneficiaries or other private terms. Banks and title companies rely on it. A certification of trust is a short summary that proves a trust exists and who may act for it, without revealing beneficiaries or other private terms. Banks and title companies rely on it.

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Who this form is for

  • A certification of trust is a short summary that proves a trust exists and who may act for it, without revealing beneficiaries or other private terms. Banks and title companies rely on it.

What you'll need

  • Read the packet and check the receiving agency's required form.
  • Gather the names, dates and supporting records requested in the document.
  • Review the packet's signing, identification and witness instructions.

How to complete it

  1. Fill in the trust facts (Page 1) Copy the trust name, date, settlor, trustees, and powers exactly from the trust document.
  2. Sign before a notary (Page 2) All currently acting trustees sign. Bring a current, government-issued photo ID.
  3. A person who relies on the certification in good faith is protected under North Carolina law.
  4. We can handle this for you.

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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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