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.
Serving North Carolina. Our mobile notaries serving North Carolina are commissioned in North Carolina and travel to your home, office, hospital, or other convenient location.
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
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) All currently acting trustees sign. Bring a current, government-issued photo ID.
A person who relies on the certification in good faith is protected under North Carolina law.
A successor trustee uses this form to formally accept appointment as trustee of a North Carolina trust, so banks and title companies can recognize their authority.
An affidavit of heirship is a sworn statement of a deceased person’s family history identifying the legal heirs. Title companies and institutions use it, often with a probate or small estate procedure.
A trustee uses this form to resign as trustee of a North Carolina trust, as the trust instrument or the North Carolina Uniform Trust Code (Chapter 36C) allows.
North Carolina lets an heir, beneficiary, or certain creditors collect a small estate’s personal property, such as bank accounts and vehicles, by sworn affidavit instead of full estate administration.
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.