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    Certification of Living Trust

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    RocketLawyer
    Once you have created a living trust or joint living trust you may desire to transfer investments or other financial accounts into the name of the trust. A Certificate of Living Trust provides your banking institution, brokerage firm, transfer agent or other third party with necessary information regarding the trust to facilitate this transfer. This document also confirms the trustee's authority to act on behalf of the trust.

    Copyright:

    Attribution Non-Commercial (BY-NC)

    Certification of Living Trust

    Uploaded by

    RocketLawyer
    2K views2 pages
    Once you have created a living trust or joint living trust you may desire to transfer investments or other financial accounts into the name of the trust. A Certificate of Living Trust provides your banking institution, brokerage firm, transfer agent or other third party with necessary information regarding the trust to facilitate this transfer. This document also confirms the trustee's authority to act on behalf of the trust.

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    © Attribution Non-Commercial (BY-NC)

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    Once you have created a living trust or joint living trust you may desire to transfer investments or other financial accounts into the name of the trust. A Certificate of Living Trust provides your banking institution, brokerage firm, transfer agent or other third party with necessary information regarding the trust to facilitate this transfer. This document also confirms the trustee's authority to act on behalf of the trust.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    2K views2 pages

    Certification of Living Trust

    Uploaded by

    RocketLawyer
    Once you have created a living trust or joint living trust you may desire to transfer investments or other financial accounts into the name of the trust. A Certificate of Living Trust provides your banking institution, brokerage firm, transfer agent or other third party with necessary information regarding the trust to facilitate this transfer. This document also confirms the trustee's authority to act on behalf of the trust.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    of 2

    CERTIFICATION OF LIVING TRUST

    STATE / COMMONWEALTH OF CALIFORNIA, COUNTY OF MARIN, SS: The undersigned, being first duly sworn (or affirmed) states as follows: Trustee. The undersigned is the trustee of the Kathleen J. Parker Living Trust, dated January 7, 2008 (the "Trust"). The Trust (i) is not subject to administration by any probate court or similar court system, (ii) continues to be in full force and effect, and (iii) has not been revoked. Trust Provisions. Attached to this certification are true and accurate copies of the specific provisions of the Trust that evidence the following. - The establishment of the Trust. - The identity of the initial trustee(s). - The provisions regarding successor trustees. - The provisions reserving the rights to revoke the Trust and/or to change or amend its provisions. - The general administrative provisions. - The page(s) showing the signature(s) of the parties to the Trust agreement. The provisions that are not attached to this certification are personal. They include provisions regarding the distribution of assets and other private matters, and do not modify or otherwise affect the trustee powers. Certification and Agreement to Hold Harmless. The undersigned trustee certifies that the above statements are true and correct. All parties to whom this affidavit is given are entitled to rely on its accuracy. Such parties shall be held harmless by the undersigned and the successors of the undersigned.

    ______________________________________ Signature of Javier Espinoza

    STATE OF CALIFORNIA COUNTY OF _________________________ On __________________ before me, ___________________________________, personally appeared Javier Espinoza, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal.

    ________________________________________ (Notary Seal) Signature of Notary Public

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