California Certificate of Trust Agreement Form 

California Certificate of Trust Agreement Templates

California Certificate of Trust Agreement Form (Probate Code § 18100.5)

Need to prove the existence of your trust without revealing the entire trust document? This professionally prepared California Certificate of Trust Agreement Form allows trustees to confirm key trust details while maintaining privacy — fully compliant with California law.

This ready-to-use DOCX template is designed for real estate transactions, banking, and financial institutions, making it easy to certify your trust quickly and correctly.

✔ What Is a California Certificate of Trust?

A Certificate of Trust (also called a Certification of Trust) is a legal document that verifies:

• The existence of a trust

• The name and date of the trust

• The acting trustee(s)

• Trustee powers and authority

• Whether the trust is revocable or irrevocable

Instead of handing over your full trust agreement, this document provides just enough information for third parties to rely on, protecting your privacy.

Under California Probate Code § 18100.5, institutions can legally rely on this certification without requiring the full trust document.

✔ Why You Need This Form

This form is commonly required when:

• Buying or selling real estate in a trust

• Opening or managing bank accounts

• Working with lenders or title companies

• Transferring assets into or out of a trust

• Verifying trustee authority

Without it, you may be asked to provide your entire trust agreement, which can expose sensitive information.

✔ What’s Included in This Template

This 4-page California-specific Certification of Trust form includes:

• Trust identification and execution details

• Settlor (grantor) information

• Trustee name(s) and authority

• Full trustee powers aligned with California law

• Revocability designation (revocable or irrevocable)

• Co-trustee signature authority options

• Tax ID section (SSN or EIN)

• Title vesting format examples

• Statutory certification language

• Trustee signature section

• California-compliant notary acknowledgment (Civil Code § 1189)

✔ Key Benefits

• ✔ Fully compliant with California Probate Code § 18100.5

• ✔ Easy-to-edit Microsoft Word (DOCX) format

• ✔ Saves time during real estate and financial transactions

• ✔ Protects private trust details

• ✔ Professional layout used by document preparers

• ✔ Instant download after purchase

✔ Who This Is For

This form is ideal for:

• Trustees of revocable living trusts

• Real estate investors using trusts

• Estate planning clients

• Notaries and document preparers

• Anyone needing to verify a trust in California

✔ Important Disclaimer

This document is prepared by a non-attorney document preparation service. It is not a substitute for legal advice. If you have legal questions about your trust, consult a licensed California attorney.

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