What Is a Certification of Trust? A Guide for Delaware Trustees

For Delaware trustees and trust beneficiaries, a certification of trust can provide a practical balance between demonstrating authority and protecting privacy. It allows a trustee to provide relevant information to a bank, financial institution, title company, purchaser, or other party without automatically disclosing the trust’s private distribution provisions.

Because the certification must accurately reflect the trust as it currently exists, trustees should make sure it is consistent with the trust agreement and any subsequent amendments.