What Is An Affidavit and Certification of Trust?

The Affidavit and Certification of Trust is a crucial document in estate planning that simplifies managing and protecting your assets. This single document confirms the existence of your Trust and outlines your authority as the trustee.

The Affidavit of Trust is a sworn statement verifying the Trust’s validity and outlining its key details, such as the trustee’s authority. This part of the document is often used when dealing with banks, real estate transactions, or other financial matters to prove that you have the legal power to act on behalf of the Trust without revealing the entire Trust document.

The Certification of Trust provides a summary of the Trust’s key points, including the names of the trustees and beneficiaries, and the Trust’s purpose. This part of the document simplifies transactions and interactions with third parties by providing necessary information while keeping the full details of the Trust confidential.

At The Mendez Law Firm, we specialize in Estate Planning and can guide you through creating a Family Estate Plan. Call us at (407) 380-7724 or Email Us TODAY at mail@themendezlawfirm.com. We’ll schedule your FREE, No Obligation, No Cost office conference or Virtual Zoom conference to discuss your Family Estate Plan and explore options for Probate avoidance and Asset Protection. If you need a Florida estate planning attorney in the Greater Orlando Area, we’re here to help with all your Estate Planning and Asset Protection needs.