The Certificate Of Fiduciary Authority is a crucial document in U.S. fiduciary relationships that provides formal evidence of a fiduciary's legal authority to act on behalf of another party. It is commonly required by financial institutions, government agencies, and other organizations to verify the scope and legitimacy of a fiduciary's powers. This certificate includes detailed information about the fiduciary's identity, the extent of their authority, any limitations or restrictions, and the legal basis for their appointment. It must comply with both federal regulations and state-specific requirements, particularly in matters involving trusts, estates, guardianships, or power of attorney arrangements.
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1. Title and Declaration: Formal declaration of fiduciary authority and identification of the document
2. Identification of Parties: Details of the fiduciary and the principal/entity granting authority
3. Scope of Authority: Specific powers and limitations of the fiduciary's authority
4. Term of Authority: Duration and conditions of the fiduciary authority
5. Attestation: Formal statement confirming the authority's validity
1. Digital Asset Authority: Specific authority regarding digital assets, used when digital assets are part of the estate/trust
2. Investment Powers: Detailed investment authority, included when managing investment accounts
3. Successor Fiduciary Provisions: Details about successor fiduciaries, included when succession planning is needed
1. Schedule A - Asset List: Detailed list of assets under fiduciary control
2. Schedule B - Supporting Documents: Copies of relevant court orders, trust documents, or other authority-granting instruments
3. Appendix A - Signature Requirements: Specific signature and authentication requirements by jurisdiction
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