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California Certificate of Trust

California Certification of Trust

In California, the certification of trust is governed by Probate Code Section 18100.5.
A certificate of trust is used by an acting trustee or trustees of a trust to prove to financial institutions or other third parties that he/she/they has/have the authority to act on behalf of the trust. The certificate is used in lieu of the full trust document to keep nonessential information about the trust, such as the identities of trust beneficiaries, confidential.

The certificate verifies the existence of the trust and presents the pertinent details of the trust, such as the settlor, the trustee, the powers granted to the trustee, and, in the case that there are co-trustees, the number and identity of persons required to sign legal documents dealing with the trust. The certificate also specifies how the trust will vest title to real property.

Like all documents affecting real estate, the certification requires a legal description of the real property subject to the trust. In California, the certification also must include the trust's taxpayer ID, a number that is either the SSN of the settlor (in the case of revocable trusts) or an EIN assigned by the IRS (in the case of irrevocable trusts).
Trust law can quickly become complicated, and each case is unique, so contact a lawyer with any questions that arise.

Deeds.com California Certificate of Trust Forms Have Been Updated as Recently as Thursday May 2, 2019

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Grace G. said: The Forms I received were perfect for me. I also double ordered one of the forms and you corrected it on the spot. Thanks. (I am a Real Estate Broker)

Reply from Staff: Thank you!


Thomas W. said: easy to use, no problems except in beneficiary box. Need to make the box bigger because I have 4 beneficiaries to list. how do I enlarge the box.

Reply from Staff: Thanks for reaching out. All available space on the document is being used. As is noted in the guide, if you have information that does not fit in the available space the included exhibit page should be used.


Margaret S. said: Forms & Guide easy to use. It would have been helpful if the counties with identical form packages were identified. I bought two packages when I could have used one.

Reply from Staff: Thank you for your feedback Margaret. We have processed a refund for one of your payments. Have a great day.


Shawn H. said: The site provided exactly what I needed when I needed it.

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Maurice M. said: It was very convenient to be able to purchase the forms that I needed and save an extra trip downtown. I really appreciated the instructions that came with the forms.

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Jenifer L. said: I'm an attorney. I see youve mixed up the terms "grantor" and "grantee" and their respective rights in this version. Anyone using it like this might have title troubles down the line.

Reply from Staff: Thank you for your feedback Jenifer, we have flagged the document for review.


California Certificate of Trust Form