Certification of Trust

A certification of trust confirms several key facts. These include the date the trust was created and the identity of the settlor. It lists the current trustee's name and address, along with the trustee's powers. It states whether the trust is revocable or irrevocable. It explains how co-trustees share authority and how trust property should be titled. It does not reveal who the beneficiaries are or how distributions work. Those details stay private.

Banks, title companies, and financial institutions regularly ask for proof of trustee authority. Without a certification, the trustee would need to share the entire trust document. That document can be dozens of pages long and contains private family details. The certification gives these institutions the proof they need while protecting privacy. Arizona law discourages institutions from demanding the full trust document without good reason.