What is a certificate of trust used for?

Think of a Certificate of Trust like the title to a car. While not exactly the same, it provides a summarized, concise version of your trust: just enough information to allow a bank, title company, or other entity to transact business with your trust.

 

The Certificate of Trust also protects your privacy. It confirms the authority of your Trustee and the existence of your trust without revealing all the details and decisions you’ve made. In other words, it allows business to move forward while keeping the full terms of your trust private.