Certificate
of Trust

Transfer of real estate.
Proof of the existence of a Trust and identifies the trustee(s).
Certificate of Trust

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Certificate of Trust

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What to Expect:
Certificate of Trust

Former probate and family judge Shana Lahti has created a simple, online DIY Certificate of Trust process that anyone can follow to easily handle their Certificate of Trust. Many people overspend on this service by hiring an expensive lawyer, but you don’t need to! You can handle your own Certificate of Trust paperwork!

See Frequently Asked Questions

What is a Certificate of Trust?

A Certificate of Trust is a legal document that proves the existence of a Trust and identifies the trustee(s).

It outlines all terms and conditions and is the proof you’ll need that the Trust has been established.

Why you may need a Certificate of Trust

Facilitate transactions

A Certificate of Trust can be used to facilitate transactions involving Trust property, such as real estate transactions. The certificate serves as proof of the trustee’s authority to act on behalf of the Trust.

Keep it updated

Need to update your Certificate of Trust in order to transfer real property?

Your real estate agent may have asked you to do it. You may need to update it in order to transfer property from the Trust.

Not Sure if DIY is For You?

If you have questions that need answering before you begin to process your paperwork, you can always schedule a private consultation with former probate and family judge Shana Lahti. One-on-one consultations are provided through Lahti Legal Services.

Schedule a Consultation

Frequently Asked Questions

These FAQs are for informational purposes only.  The information contained in this document is not legal advice.  If you need legal assistance, you should contact an attorney or schedule a consultation at MI Easy Forms.

Certificate of Trust

A Certificate of Trust is a legal document that verifies the existence of a trust and may provide information about its trustees and terms.

The Certificate of Trust at MI Easy Forms can be used to facilitate transactions involving real estate or other related assets in the trust.

The MI Easy Forms Certificate of Trust can be prepared by the Settlor (the person that executed the trust agreement) or any Trustee of the Trust Agreement.

A Certificate of Trust includes the name of the trust, the date it was created, any amendments, the names of the trustees, a summary of the trust’s terms, and the description of the property to be transferred from the trust.

No, a Trust Agreement is a legal document that sets out the terms and conditions of a trust, while a Certificate of Trust verifies the existence of the trust and provides information about its trustees and terms.

The validity and acceptance of a Michigan Certificate of Trust in other states may vary. It is recommended that you consult with an attorney in the state where you will be using it to determine if a Michigan Certificate of Trust will be accepted.

You will need the following information from the Trust Agreement:

  1. Name of the Trust
  2. Date the Trust was created, and dates of operative trust instruments (amendments or restatements)
  3. Name and address of each trustee
  4. Revocable provision
  5. Designation of the Trustee(s)
  6. Powers of the trustee(s) relating to the purposes for which the certificate of trust is being offered, including the authority of co-trustees to sign on behalf of the trust or otherwise authenticate on behalf of the trust and whether all or less than all of the co-trustees are required to exercise powers of the trustee.
  7. Governing law provision
  8. Reliance on Certificate of Trust
  9. Any other provision that relates to the purpose for which the certificate of trust is being offered.

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