Certification of Trust - Pennsylvania

Pennsylvania · Fillable PDF · Free

Banks, brokerages and title companies need proof that a trust exists and who can act for it. Pennsylvania 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 Pennsylvania. Appointments require a Pennsylvania-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. Pennsylvania 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 - Pennsylvania packet and its instructions.
  • The names, dates and supporting records identified in this packet.
  • Acceptable identification if a notarial act is requested; arrange any required qualified witnesses.

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 the trustee’s powers Check the general powers box or describe any limits.
  3. State revocability and signing rules Who can revoke, and whether one trustee can sign alone.
  4. Show how title is held Institutions use this exact wording on accounts and deeds.
  5. 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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