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Maimone Legal

Estate Planning

Certificate of Trust

Certificate of Trust

A Certificate of Trust is a shortened version of a full trust agreement that verifies the existence of your trust and outlines key information without disclosing private details. It typically includes the name of the trust, the date it was created, the name of the trustee(s), and the powers granted to them. At Maimone Legal, we prepare Certificates of Trust that are legally compliant and accepted by banks, financial institutions, and title companies—allowing you to conduct business without revealing the full contents of your estate plan.

This document is especially useful when you need to prove the authority of a trustee for transactions like buying or selling real estate, opening financial accounts, or managing trust-owned property. It offers a layer of privacy while still providing all the verification needed to act on behalf of the trust. Maimone Legal ensures your Certificate of Trust is accurate, concise, and recognized under your state’s laws—helping you move forward with confidence and discretion.

  • Protects Privacy – Allows you to confirm trust authority without revealing personal or sensitive information.
  • Streamlines Transactions – Speeds up processes with banks, real estate agents, and institutions that require trust documentation.
  • Proves Trustee Authority – Clearly shows who has legal power to act on behalf of the trust.
  • Avoids Legal Delays – Prevents hold-ups in financial or legal transactions by providing the necessary summary information.
  • Supports Estate Planning – Complements your revocable living trust and makes managing trust assets easier.

If you need a Certificate of Trust to verify the existence and terms of your Revocable Living Trust without disclosing sensitive details, Maimone Legal can help. Our team prepares legally compliant Certificates of Trust for clients across the globe, allowing you to manage your affairs efficiently while maintaining your privacy. Whether you’re purchasing property, opening financial accounts, or conducting other trust-related transactions, we ensure your documentation is accurate, streamlined, and ready for use—no matter where you are in the world.

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Hours of Operation

Mon - Fri:
9 am-5 pm

Office Address

550 W Cypress Creek Rd Suite 370, Fort Lauderdale, FL 33309

Work Process

Certificate of Trust by Maimone Legal

Working with Maimone Legal to draft your Certificate of Trust ensures your document is both legally valid and practically useful. We help you maintain the privacy of your estate while giving you the tools to manage your assets smoothly and confidently.

01
Accurate & Compliant Documents

We ensure your certificate meets all legal standards and requirements.

02
Discreet Legal Protection

Safeguard your trust’s private terms while fulfilling institutional requests.

03
Faster Transactions

Get a professionally prepared certificate that helps you avoid unnecessary delays.

04
Integrated Estate Planning

We align your certificate with your overall trust and estate plan for consistency and clarity.