What is the Certificate of Trust used for?

In some cases, third parties (like banks, financial institutions, or title companies) may request a Certification of Trust as proof that the trust exists and that you have the authority to act on behalf of the trust. These documents summarize key details of the trust (e.g., the trustee's name, date of the trust, and trustee powers) without revealing the full contents of the trust. In most cases, these are not filed with the county but may be shared with specific entities as needed.