The Certificate of Fact Trust Authority is essential when trustees need to provide verified information about a trust to third parties without revealing the entire trust document. This certificate is commonly required in the United States for banking transactions, real estate dealings, and investment management. It typically includes key information such as the trust's creation date, current trustees, trustee powers, and relevant trust provisions. The document helps streamline transactions by providing a concise, official verification of trust authority while maintaining the privacy of sensitive trust details.
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1. Certificate Declaration: Opening statement declaring the document's purpose and authority
2. Trust Identification: Full legal name and details of the trust
3. Trustee Information: Identity and authority of current trustee(s)
4. Trust Powers: Enumeration of specific powers granted under the trust
5. Certification Statements: Specific facts being certified about the trust
1. Successor Trustee Provisions: Details about successor trustees, used when succession planning is relevant
2. Trust Amendment History: List of amendments to the trust and their effect on trust authority
3. Beneficiary Information: Details about trust beneficiaries when relevant to the certification purpose
1. Schedule A - Trust Assets: Detailed listing of trust assets being certified
2. Schedule B - Trust Document Excerpts: Relevant excerpts from the trust document supporting the certification
3. Appendix 1 - Supporting Documentation: Copies of relevant trust documents, amendments, or other supporting materials
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