50-State Surveys › Certification of Trust Requirements by State
Certification of Trust Requirements by State
When a trustee gives a third party a certification of trust instead of the full trust instrument, what information must the certification contain, who must sign or authenticate it, what acknowledgment or recording rules apply, and what may the recipient demand and rely on?
50 of 51 jurisdictions verified
every entry statute-checked, oldest 2026-07-31
What this survey covers
A certification of trust lets a trustee disclose selected facts without routinely handing over the trust's private dispositive terms. This survey asks what state law requires or permits the document to say, who must execute it, what limited supporting material a recipient may request, and what legal protection follows reliance.
The certification is not the trust instrument and does not replace separate questions about trust creation, trustee succession, asset transfer, title, or a particular transaction. The table reports institutional requests only when the statute itself makes them legally relevant.
How to read the table
Start with availability and recipient scope. Many Uniform Trust Code states let a trustee furnish a certification instead of the trust instrument to a person other than a beneficiary. California instead permits presentation to any person, voluntarily or at that person's request. Cal. Prob. Code § 18100.5(a).
Then separate required contents from permitted contents. Florida requires the familiar trust-existence, settlor, acting-trustee, powers, revocability, cotrustee-authority, and title facts and adds current trust-director and power-of-direction information. Virginia and Missouri instead add the trust's taxpayer identification number. California and Maine make their fact lists permissive, while preserving separate mandatory accuracy or no-change statements. Fla. Stat. § 736.1017; Va. Code § 64.2-804; RSMo § 456.10-1013; Me. Rev. Stat. tit. 18-B, § 1013.
Finish with execution, excerpts, reliance, demands, and recording. Those rules answer different questions and should not be collapsed into a single "notarized certificate" label.
Not every state uses one general UTC-style substitute. Louisiana supplies a narrow recordation extract, Rhode Island uses a real-property affidavit or memorandum, West Virginia keeps a separate realty memorandum alongside its general certification, and New Hampshire adds alternative real- and personal-property conveyance certificates. La. R.S. 9:2092; R.I. Gen. Laws § 34-4-27; W. Va. Code § 36-1-4a; RSA 564-B:10-1013.
Why the dimensions stay separate
Signer rules vary independently from content. Florida and Virginia allow any trustee to sign or otherwise authenticate the certification. Missouri requires every trustee to sign and permits the third party to require acknowledgment or a guarantee. California requires an acknowledged declaration signed by all currently acting trustees. Fla. Stat. § 736.1017(2); Va. Code § 64.2-804(B); RSMo § 456.10-1013.2; Cal. Prob. Code § 18100.5(c).
Recipient remedies also differ. Virginia and Missouri impose damages for a bad-faith demand for the trust instrument in addition to the certification or permitted excerpts. California permits damages, including attorney's fees, only within its own bad-faith rule and exceptions. Alaska adds a civil penalty payable to the state of up to $1,000, actual damages, court costs, and attorney fees. Florida's certification section supplies reliance and enforcement protection but no parallel full-instrument- demand damages subsection. Va. Code § 64.2-804(H); RSMo § 456.10-1013.8; Cal. Prob. Code § 18100.5(h); AS § 13.36.079.
Recording is a final, separate axis. California expressly permits recording a real-property certification, makes the recorded document a public record of the property involved, and says the statute does not require recording with a trust-related title transfer. Permission to record is not itself a statutory statement of constructive notice or a conveyance of title. Vermont goes further: its sworn, transaction-focused certificate may be recorded in municipal land records and becomes conclusive proof, subject to actual-knowledge, amendment-or-revocation, and full-instrument exceptions. Cal. Prob. Code § 18100.5(i). 14A V.S.A. § 1013.
These current provisions show why availability, recipient scope, contents, signer form, excerpts, reliance, demand remedies, and recording remain nine separate dimensions.
Get this answered for your state
This survey compares every state side by side. Ezel applies your state's law to your specific situation and answers with citations to the statutes.
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| State | Governing law and availability | Permitted use and recipient | Trust identity and party contents | Authority, status, and title contents | State-specific required contents | Signer, authentication, and acknowledgment | Dispositive terms and permitted excerpts | Reliance, enforcement, and improper demands | Recording and real-property effect |
|---|---|---|---|---|---|---|---|---|---|
| Alabama verified 2026-07-31 | Ala. Code § 19-3B-1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 19-3B-1013(a)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 19-3B-1013(a)(1)-(3)) |
Must state request/transaction-relevant powers, revocability/revoker, cotrustee authentication authority, title name, and no change making representations incorrect (§ 19-3B-1013(a)(4)-(6), (8), (c)) |
Trust taxpayer identification number is mandatory; no statutory situs, governing-law, successor, trust-director, or legal-description field (§ 19-3B-1013(a)(7)) |
Any trustee may sign or otherwise authenticate; no oath, perjury declaration, acknowledgment, witness, or notary requirement in § 19-3B-1013(b) |
Dispositive terms need not appear; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 19-3B-1013(d)-(e)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields damages; judicial access preserved (§ 19-3B-1013(f)-(i)) |
No certification-specific recording rule or stated real-property effect in § 19-3B-1013 |
| Alaska verified 2026-07-31 | AS § 13.36.079; general certification authorized unless the trust instrument provides otherwise |
Trustee may furnish person other than beneficiary a certification instead of trust instrument (§ 13.36.079(a)) |
Must state trust existence/execution date, settlor identity, and current trustee identity + address (§ 13.36.079(a)(1)-(3)) |
Must state powers, revocability/revoker, cotrustee document/exercise authority, title manner, and no change making representations incorrect (§ 13.36.079(a)(4)-(6), (8), (c)) |
Must state trust TIN if the trust has one; no name, governing-law, situs, successor, director, or legal-description field (§ 13.36.079(a)(7)) |
Any trustee may sign or otherwise authenticate; no oath, acknowledgment, witness, notary, or all-trustee rule in § 13.36.079(b) |
Dispositive terms not required; recipient may require original-instrument/amendment excerpts designating trustee and conferring pending-transaction power (§ 13.36.079(d)-(e)) |
Reasonable-reliance/no-knowledge protection; good-faith enforcement; bad-faith full-instrument demand: state penalty ≤ $1,000 + actual damages, court costs, and attorney fees (§ 13.36.079(f)-(j)) |
No certification-specific recording rule or stated notice, priority, conveyance, or other real-property effect in § 13.36.079 |
| Arizona verified 2026-07-31 | A.R.S. § 14-11013; general certification of trust authorized |
Trustee may furnish to a person other than a beneficiary instead of the trust instrument (§ 14-11013(A)) |
Must state trust existence + execution date, settlor identity, and current trustee identity + address (§ 14-11013(A)(1)–(3)) |
Must state trustee powers, revocability/revoker, cotrustee authority, title manner, and no-change representation (§ 14-11013(A)(4)–(7), (C)) |
None beyond the seven listed facts and no-change statement; no taxpayer-number, governing-law, or situs item (§ 14-11013(A), (C)) |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, notary, or witness rule (§ 14-11013(B)) |
Good-faith recipient may demand trustee/transaction-power excerpts; dispositive or named-successor excerpts require verified reasonable-basis statement (§ 14-11013(D)–(E)) |
Actual-knowledge protection + fact assumption; good-faith transaction enforceable; improper demand creates damages, costs, expenses + attorney fees; judicial access preserved (§ 14-11013(F)–(I)) |
§ 14-11013 states no certification-specific recording permission, requirement, or real-property effect |
| Arkansas verified 2026-07-31 | Ark. Code Ann. § 28-73-1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 28-73-1013(a)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 28-73-1013(a)(1)-(3)) |
Must state trustee powers, revocability/revoker, cotrustee authentication authority, title manner, and no change making representations incorrect (§ 28-73-1013(a)(4)-(7), (c)) |
None beyond the seven listed information groups and no-inaccuracy statement; no TIN, situs, governing-law, successor, director, amendment-date, or property-description field (§ 28-73-1013(a), (c)) |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, witness, or notary requirement (§ 28-73-1013(b)) |
Dispositive terms need not appear; recipient may require excerpts designating the trustee and conferring pending-transaction power (§ 28-73-1013(d)-(e)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields damages only; judicial access preserved (§ 28-73-1013(f)-(i)) |
No certification-specific recording rule or stated real-property effect in § 28-73-1013 |
| California verified 2026-07-31 | Cal. Prob. Code § 18100.5; general certification of trust authorized |
Trustee may present to any person instead of the trust instrument to establish existence or terms; voluntary or recipient-requested (§ 18100.5(a)) |
Permissive, not mandatory: may state trust existence/date, settlor(s), and acting trustee(s) (§ 18100.5(b)(1)–(2)) |
May state powers, revocability/revoker, cotrustee authority, and title manner; must state no change makes representations incorrect (§ 18100.5(b)(3)–(5), (7), (c)) |
Optional trust ID (SSN or EIN) and legal description of trust-held real property; no additional mandatory content (§ 18100.5(b)(6), (8)) |
Acknowledged declaration signed by all currently acting trustees; certification must say all are signing (§ 18100.5(c)) |
Dispositive provisions not required; affected person may demand trustee-designation, succession, and transaction-power excerpts, not the entire trust (§ 18100.5(d)–(e)) |
Actual-knowledge standard; transaction/lien enforceable unless recipient actually knows trustee exceeds authority; bad-faith excess demand may yield damages incl. attorney fees (§ 18100.5(f)–(h)) |
Optional in any county containing some/all trust real property; recorded certification is a public record; not required with a trust-related title transfer (§ 18100.5(i)) |
| Colorado verified 2026-07-31 | C.R.S. § 15-5-1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 15-5-1013(1)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 15-5-1013(1)(a)-(c)) |
Must state pending-transaction powers, revocability/revoker, cotrustee authentication authority, title name, and no change making representations incorrect (§ 15-5-1013(1)(d)-(g), (3)) |
None beyond the seven listed information groups and no-inaccuracy statement; no TIN, situs, governing-law, successor, director, or legal-description field (§ 15-5-1013(1), (3)) |
Any trustee may sign or otherwise authenticate; no oath, acknowledgment, witness, or notary requirement in § 15-5-1013(2) |
Dispositive terms need not appear; recipient may require excerpts designating the trustee and conferring pending-transaction power (§ 15-5-1013(4)-(5)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields costs, expenses, attorney fees, and damages (§ 15-5-1013(6)-(9)) |
No certification-specific recording rule or stated real-property effect in § 15-5-1013 |
| Connecticut verified 2026-07-31 | Conn. Gen. Stat. § 45a-499zzz; general certification of trust authorized |
Trustee may furnish instead of instrument to person other than beneficiary or, for charitable trust, Attorney General's office (§ 45a-499zzz(a)) |
Must state trust existence/execution date, settlor identity, and acting trustee identity/address (§ 45a-499zzz(a)(1)-(3)) |
Must state powers, revocability/revoker, cotrustee authority, title manner, and no change making representations incorrect (§ 45a-499zzz(a)(4)-(6), (8), (c)) |
Trust taxpayer identification number is mandatory; no governing-law, situs, successor, amendment-date, or property-description field (§ 45a-499zzz(a)(7)) |
Any trustee may sign or otherwise authenticate; § 45a-499zzz imposes no oath, acknowledgment, witness, or notary requirement (§ 45a-499zzz(b)) |
Dispositive terms need not appear; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 45a-499zzz(d)-(e)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields damages incl. legal fees/costs; judicial access preserved (§ 45a-499zzz(f)-(i)) |
No certification-specific recording authorization, mandate, office, or real-property effect stated in § 45a-499zzz |
| Delaware verified 2026-07-31 | 12 Del. C. § 3591; general certification of trust authorized |
Trustee may provide a person other than a beneficiary a certification instead of the trust instrument (§ 3591(a)) |
Must address trust existence/execution date and identities of trustor(s) and current trustee(s); list is nonexclusive and requires no trustee address (§ 3591(a)(1)-(2)) |
Must address powers, revocability/revoker, cotrustee signing authority, title manner, and no change making representations incorrect (§ 3591(a)(3)-(5), (7), (c)) |
Trust taxpayer identification number is listed; additional matters may be included; no universal situs, governing-law, successor, or property-description field (§ 3591(a)(6)) |
Acknowledged writing signed by any trustee; no all-trustee, witness, oath, or separate attorney requirement (§ 3591(b)) |
Dispositive terms may be omitted; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 3591(d)-(e)) |
No-knowledge reliance + fact assumption; good-faith transaction enforceable; bad-faith full demand yields damages including attorney fees; judicial access preserved (§ 3591(f)-(i)) |
No certification-specific recording permission, requirement, recorder, notice rule, or real-property effect in § 3591 |
| District of Columbia verified 2026-07-31 | D.C. Code § 19-1310.13; general certification of trust authorized |
Trustee may furnish person other than beneficiary a certification instead of trust instrument (§ 19-1310.13(a)) |
Must state trust existence/execution date, settlor identity, and current trustee identity + address (§ 19-1310.13(a)(1)-(3)) |
Must state powers, revocability/revoker, cotrustee authentication/exercise authority, title manner, and no change making representations incorrect (§ 19-1310.13(a)(4)-(6), (8), (c)) |
Must state trust TIN; no name, governing-law, situs, successor, director, transaction-description, or legal-description field (§ 19-1310.13(a)(7)) |
Any trustee may sign or otherwise authenticate; no oath, perjury declaration, acknowledgment, witness, notary, or all-trustee rule in § 19-1310.13(b) |
Dispositive terms need not appear; recipient may require original-instrument/later-amendment excerpts designating trustee and conferring pending-transaction power (§ 19-1310.13(d)-(e)) |
No-knowledge reliance + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand yields damages; judicial access preserved (§ 19-1310.13(f)-(i)) |
No certification-specific recording rule or stated notice, priority, conveyance, or other real-property effect in § 19-1310.13 |
| Florida verified 2026-07-31 | Fla. Stat. § 736.1017; general certification of trust authorized |
Trustee may furnish to a person other than a beneficiary instead of the trust instrument (§ 736.1017(1)) |
Must state trust existence/execution date, settlor, and acting trustee identity + address (§ 736.1017(1)(a)–(c)) |
Must state trustee powers, revocability/revoker, cotrustee authority, title manner, and no-change representation (§ 736.1017(1)(d), (f)–(h), (3)) |
If powers of direction exist: current trust directors, directed trustee powers, and whether transaction was directed/authorized (§ 736.1017(1)(e)); no taxpayer-number item |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, notary, or witness rule (§ 736.1017(2)) |
Dispositive terms not required; recipient may demand excerpts designating trustee and conferring pending-transaction power (§ 736.1017(4)–(5)) |
No-knowledge protection + fact assumption; good-faith transaction enforceable. Full copy remains available when law requires or in trust litigation; no demand-damages provision (§ 736.1017(6)–(8)) |
§ 736.1017 states no recording requirement, permission, or certification-specific real-property notice effect |
| Georgia verified 2026-07-31 | O.C.G.A. § 53-12-280; general certification of trust authorized; electronic-record rules in § 53-12-512 |
Trustee may present to any person other than a beneficiary instead of the trust instrument to establish existence of trust provisions (§ 53-12-280(a)) |
Permissive: may include trust/date/amendments, each settlor, and each current trustee + address (§ 53-12-280(b)(1)–(3)) |
May include trustee powers + restrictions, revocability, title manner, cotrustee action count, and transaction-consent status; must state no change makes representations incorrect (§ 53-12-280(b)(3)–(7), (c)(2)) |
No extra mandatory fact field; permissive list includes a no-other-consent/action transaction statement and any other information trustee deems appropriate (§ 53-12-280(b)(7)–(8)) |
Every trustee must sign; electronic signature allowed if attributable; no certification-specific oath, acknowledgment, notary, or witness rule (§ 53-12-280(c)(1); § 53-12-512) |
Dispositive provisions not required; recipient may demand excerpts designating trustee and conferring pending-transaction power (§ 53-12-280(c)(3)–(d)) |
No-knowledge protection + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand creates damages incl. court costs + attorney fees; judicial access preserved (§ 53-12-280(e)–(h)) |
Recordable-form certification may be recorded with superior-court clerk; statute states no county/property nexus or certification-specific notice effect (§ 53-12-280(i)) |
| Hawaii verified 2026-07-31 | Haw. Rev. Stat. § 554D-1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 554D-1013(a)) |
Must state trust existence, execution date, trust name, settlor identity, and current trustee identity + address (§ 554D-1013(a)(1)-(3)) |
Must state powers, revocability/revoker, cotrustee authority, and no change making representations incorrect; no title-manner field (§ 554D-1013(a)(4)-(6), (c)) |
If an action will be undertaken through an agent, must state that the trust instrument does not prohibit the delegation; no TIN, situs, governing-law, or successor field (§ 554D-1013(a)(7)) |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, notary, witness, or all-trustee rule (§ 554D-1013(b)) |
Dispositive terms need not be included; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 554D-1013(d)-(e)) |
No-knowledge reliance + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand yields damages; judicial access preserved (§ 554D-1013(f)-(i)) |
No certification-specific recording permission, requirement, recorder, notice rule, or real-property effect in § 554D-1013 |
| Idaho verified 2026-07-31 | Idaho Code §§ 68-114 to 68-119; general affidavit certification authorized |
Trustee may voluntarily or on request present any person a certification instead of the instrument to establish trust existence/terms; recipient need not accept and rely on it alone (§ 68-114(1)) |
May state trust existence/execution date and settlor/current-trustee identities; these are permitted, not mandatory contents (§ 68-115(1)(a)-(b)) |
May state powers/restrictions, revocability/revoker, cotrustee action rule, and title form; must state no revocation/amendment makes representations incorrect and all signatures are current trustees' (§ 68-115(1)(c)-(e), (h), (2)) |
May state trust identifier and SSN/EIN type and establishing jurisdiction; neither is universally mandatory; no successor, beneficiary, amendment-date, or property-description field (§ 68-115(1)(f)-(g)) |
Certification must be an affidavit signed and acknowledged by all currently acting trustees, and must state all signatures are theirs (§§ 68-114(2), 68-115(2)) |
Dispositive provisions need not appear; recipient may require copies of excerpts designating the trustee or conferring pending-transaction power (§ 68-116) |
No-knowledge/no-inquiry reliance; transaction and resulting lien fully enforceable unless recipient knows trustee exceeds scope; refusal to accept/rely solely not improper or evidence of bad faith; no full-demand damages rule (§§ 68-117 to -118) |
No certification-specific recording rule, recorder, notice, priority, or real-property effect in Idaho Code §§ 68-114 to 68-119 |
| Illinois verified 2026-07-31 | 760 ILCS 3/1013; general certification of trust authorized; optional statutory sample form |
Trustee may furnish to a person other than a beneficiary instead of the trust instrument (§ 1013(a)) |
Must state trust existence/execution date, settlor, and acting trustee identity + address (§ 1013(a)(1)–(3)) |
Must state powers, revocability, amendability, revoker, cotrustee authority, title manner, and no-change representation (§ 1013(a)(4)–(6), (8), (c)) |
Must state amendable/unamendable status and trust taxpayer identification number (§ 1013(a)(5), (7)); no other mandatory item beyond the listed core |
One or more trustees must sign or authenticate; third party may require acknowledgment; sample notary block is optional (§ 1013(b), (j)) |
Dispositive terms not required; recipient may demand excerpts designating trustee and conferring pending-transaction power (§ 1013(d)–(e)) |
Actual-knowledge protection + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand creates damages, with specified good-faith exceptions and no express fee award (§ 1013(f)–(i)) |
§ 1013 states no recording requirement, permission, or certification-specific real-property notice effect |
| Indiana verified 2026-07-31 | Ind. Code § 30-4-4-5; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 30-4-4-5(a)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 30-4-4-5(a)(1)-(3)) |
Must state trustee powers, revocability/revoker, cotrustee authentication authority, title manner, and no change making representations incorrect (§ 30-4-4-5(a)(4)-(7), (c)) |
Acting trustee's address is mandatory; no statutory TIN, governing-law, situs, successor, or legal-description field (§ 30-4-4-5(a)) |
Any trustee may sign or otherwise authenticate; no statutory oath, acknowledgment, witness, or notarization requirement (§ 30-4-4-5(b)) |
Certification may contain dispositive terms; recipient may require excerpts designating trustee and conferring power for its pending transaction (§ 30-4-4-5(d)-(e)) |
No-knowledge reliance and good-faith enforcement against trust property; bad-faith full-instrument demand yields damages; judicial access preserved (§ 30-4-4-5(f)-(i)) |
No certification-specific recording rule or stated real-property effect in § 30-4-4-5 |
| Iowa verified 2026-07-31 | Iowa Code § 633A.4604; general certification of trust authorized |
Trustee may present any person a certification instead of the instrument to establish trust existence or terms or trustee authority (§ 633A.4604(1)) |
Must name every currently acting trustee; no trust name, execution date, settlor, trustee address, governing-law, or situs field (§ 633A.4604(2)(a)) |
If multiple current trustees, must state individual, majority, or unanimous action; must state no change makes representations incorrect; no powers, revocability, or title-name field (§ 633A.4604(2)(b)-(c)) |
Certification must be dated; no TIN, trust-director, successor, transaction-property, legal-description, or amendment-date field (§ 633A.4604(2)(e)) |
One currently acting trustee or an acting trustee's attorney signs; certify truth under Iowa perjury law or subscribe and swear under penalty of perjury before a notary (§ 633A.4604(2)(d)-(e)) |
Distribution provisions need not appear; recipient may require identity proof and excerpts designating the trustee and conferring pending-transaction power (§ 633A.4604(3)-(4)) |
Reasonable identity verification capped at 10 business days; no-knowledge/no-inquiry reliance; transaction and lien enforceable; unreasonable full demand yields damages including attorney fees; refusal remedy adds damages, costs, $500-$10,000 penalty, fees, and one-year limit (§ 633A.4604(5)-(7)) |
No certification-specific recording rule; reliance makes a transaction and a lien created by it enforceable against trust assets, but § 633A.4604 does not state a recording or notice effect |
| Kansas verified 2026-07-31 | K.S.A. 58a-1013; general acknowledged certification of trust authorized |
Trustee may furnish a person other than a qualified beneficiary an acknowledged certification instead of the instrument (K.S.A. 58a-1013(a)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (K.S.A. 58a-1013(a)(1)-(3)) |
Must state trustee powers, revocability/revoker, cotrustee authentication authority, title manner, and no change making representations incorrect (K.S.A. 58a-1013(a)(4)-(7), (c)) |
None beyond the seven listed information groups and no-inaccuracy statement; no TIN, situs, governing-law, successor, director, amendment-date, or property-description field (K.S.A. 58a-1013(a), (c)) |
Any trustee may sign or otherwise authenticate, but the certification must be acknowledged; no certification-specific witness or oath requirement (K.S.A. 58a-1013(a)-(b)) |
Dispositive terms need not appear; recipient may require excerpts designating the trustee and conferring pending-transaction power (K.S.A. 58a-1013(d)-(e)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields damages only; judicial access preserved (K.S.A. 58a-1013(f)-(i)) |
No certification-specific recording rule or stated real-property effect in K.S.A. 58a-1013 |
| Kentucky verified 2026-07-31 | KRS 386B.10-120; general certification of trust authorized, with electronic recognition under KRS 394.720-.750 |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (KRS 386B.10-120(1)) |
Must state trust existence/signing date, settlor identity, and acting trustee's identity and address (KRS 386B.10-120(1)(a)-(c)) |
Must state powers, revocability/revoker, cotrustee authentication authority, title manner, and no change making representations incorrect (KRS 386B.10-120(1)(d)-(g), (3)) |
None beyond the seven listed information groups and no-inaccuracy statement; no TIN, situs, governing-law, successor, or property-description field |
Any trustee may sign or otherwise authenticate; electronic form/signature recognized; no certification-specific oath, acknowledgment, witness, or notary rule (KRS 386B.10-120(2); 394.720-.730) |
Dispositive terms need not appear; recipient may require excerpts designating the trustee and conferring pending-transaction power (KRS 386B.10-120(4)-(5)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields damages; judicial access preserved; District Court has exclusive jurisdiction (KRS 386B.10-120(6)-(10)) |
No certification-specific recording rule or stated real-property effect in KRS 386B.10-120 |
| Louisiana verified 2026-07-31 | La. R.S. 9:2092; narrow domestic-trust extract for recordation, with parallel foreign-trust rule in § 9:2262.2—not a general certification substitute |
Used when trust property includes immovables/other title-recorded property; recorded for third-person effect in every property parish (§ 9:2092(A)) |
Must state trust name if any, revocability, every settlor, every trustee, beneficiary name/description, and execution date (§ 9:2092(B)(1)(a)-(e)) |
Must disclose every trust limitation on trustee power to alienate, lease, or encumber immovables; no general cotrustee, title-name, or no-change statement (§ 9:2092(B)(1)(f), (2)) |
Beneficiary identity/description and immovable-power restrictions are mandatory; property description is not required; foreign-trust extract may follow chosen governing law (§§ 9:2092(B), 9:2262.2(B)) |
Settlor or trustee executes; §§ 9:2092 and 9:2262.2 state no extract-specific oath, witnesses, acknowledgment, or notary ceremony |
Beneficiary name/description must appear, but distribution terms need not; no recipient excerpt-demand or full-instrument-demand remedy in these sections |
Recorded extract affects third persons; omitted immovable-power limits are ineffective; qualifying third persons are immune from inter vivos form-defect claims; no UTC reliance/demand-damages rule (§ 9:2092(B)(2)-(3)) |
Mandatory in each property parish when title recordation is needed; full instrument—not extract—must be filed if it contains the transfer; compliant extract affects third persons from recordation (§ 9:2092(A), (B)(3)) |
| Maine verified 2026-07-31 | Me. Rev. Stat. tit. 18-B, § 1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 1013(1)) |
May state some or all: trust existence/date, settlor identity, and current trustee identity + address; these fields are optional (§ 1013(1)(A)-(C)) |
May state powers, revocability/revoker, cotrustee authority, and title manner; must state no change makes actual representations incorrect (§ 1013(1)(D)-(F), (H), (3)) |
Trust TIN is a permitted, not mandatory, field; no universal situs, governing-law, successor, beneficiary, or property-description field (§ 1013(1)(G)) |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, notary, witness, or all-trustee rule (§ 1013(2)) |
Dispositive terms need not be included; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 1013(4)-(5)) |
No-knowledge reliance + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand yields damages; judicial access preserved (§ 1013(6)-(9)) |
No certification-specific recording permission, requirement, recorder, notice rule, or real-property effect in § 1013 |
| Maryland verified 2026-07-31 | Md. Code, Est. & Trusts § 14.5-910; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 14.5-910(a)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 14.5-910(a)(1)-(3)) |
Must state pending-transaction powers, revocability/revoker, cotrustee authentication authority, title manner/name, and no inaccurate-making change (§ 14.5-910(a)(4)-(6), (8), (c)) |
Trust TIN required unless it is also a settlor's SSN; powers must be transaction-specific (§ 14.5-910(a)(4), (7)) |
A trustee may sign or otherwise authenticate; no statutory oath, acknowledgment, witness, or notarization requirement (§ 14.5-910(b)) |
Dispositive terms need not be included; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 14.5-910(d)-(e)) |
Reasonable-reliance protection and reasonable enforcement; no demand damages; judicial access plus narrow title-insurer full-instrument right (§ 14.5-910(f)-(h)) |
No certification-specific recording rule or stated real-property effect in § 14.5-910 |
| Massachusetts verified 2026-07-31 | M.G.L. c. 203E, § 1013; general certification authorized; separate realty trustee's certificate in c. 184, § 35 |
Trustee may furnish to a person other than a beneficiary instead of the trust instrument (c. 203E, § 1013(a)) |
Must state trust existence + execution date, settlor identity, and current trustee identity + address (§ 1013(a)(1)–(3)) |
Must state trustee powers, revocability/revoker, cotrustee authority, title manner, and no-change representation (§ 1013(a)(4)–(6), (8), (c)) |
Trust taxpayer identification number required (§ 1013(a)(7)); realty certificate may address trustee/beneficiary identity, real-estate authority, or germane condition facts (c. 184, § 35) |
Any trustee may authenticate general certification; no § 1013 notary/oath rule. Realty certificate: record-appearing trustee signs under oath or penalties of perjury (§ 1013(b); c. 184, § 35) |
Dispositive terms may be omitted; recipient may demand excerpts designating trustee and conferring pending-transaction power (§ 1013(d)–(e)) |
No-knowledge protection + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand creates damages; judicial access preserved (§ 1013(f)–(i)) |
§ 1013 states no recording rule. Most recently recorded c. 184, § 35 trustee's certificate controls and binds trustees/trust estate for good-faith purchaser or other reliance |
| Michigan verified 2026-07-31 | MCL 700.7913; general certificate of trust authorized; real-property layer in MCL 565.431, .434–.435 |
Trustee may furnish to a person other than a trust beneficiary instead of the trust instrument (§ 700.7913(1)) |
Must state trust name, trust date, each operative-instrument date, and each current trustee name + address; settlor identity not required (§ 700.7913(1)(a)–(b)) |
Must state purpose-specific trustee powers, revocability/revoker, cotrustee authority, and no-change representation; no title-manner item (§ 700.7913(1)(c)–(e), (3)) |
Certificate accompanying real-property instrument must include legal description; no taxpayer-number item (§ 565.431(b)) |
Settlor, any trustee, or attorney for either may authenticate; certificate must be an affidavit; no separate witness rule in § 700.7913(2) |
Dispositive terms not required; recipient may demand excerpts from each instrument designating trustee and conferring pending-transaction power (§ 700.7913(4)–(5)) |
No-knowledge protection + fact assumption; good-faith transaction enforceable; demand without legal requirement creates damages, costs, expenses + legal fees; judicial access preserved (§ 700.7913(6)–(9)) |
Realty certificate may record in each affected-land county and separately if accompanying conveyance; recorded reliance gets subsequent-good-faith-purchaser protection, subject to recorded amendment/revocation (§§ 565.434–.435) |
| Minnesota verified 2026-07-31 | Minn. Stat. § 501C.1013; state-specific certificate of trust authorized after execution or creation |
Settlor or trustee may execute a certificate setting out fewer than all trust provisions; presentation to a third party covers personal property (§ 501C.1013, subds. 1, 4) |
Must state trust name if given, instrument date, and name/address of each currently empowered trustee; realty use adds every settlor and original trustee (§ 501C.1013, subds. 1(1)-(3), 2) |
Must state broad conveyance authority/limits or purpose-specific powers, number of trustees required, termination/revocation status, and no undisclosed power limits (§ 501C.1013, subd. 1(4)-(6)) |
Real-property use requires each settlor/original trustee and the statutory land-authority statement; no universal TIN, situs, governing-law, title-name, or trust-director field (subd. 2) |
Settlor or trustee signs under oath before notary/authorized official; electronic signature and electronic oath allowed August 1, 2026 (subd. 1; 2026 ch. 45 §§ 2, 7, 9) |
Certificate may contain fewer than all trust provisions; § 501C.1013 creates no recipient right to demand excerpts or the full instrument |
Certificate is prima facie proof; continued effectiveness may be relied on until actual notice; prior reliance survives later change; no bad-faith-demand remedy (subds. 4-6) |
Optional county-recorder or registrar-of-titles filing for realty certificate; where property lies, it documents stated matters as though full trust were recorded; recorded change can give actual notice (subds. 3-5) |
| Mississippi verified 2026-07-31 | Miss. Code Ann. § 91-8-1013; general certification of trust authorized |
Trustee may furnish any person a certification instead of the instrument to evidence trust existence and validity (§ 91-8-1013(a)) |
Must affirm current existence/date, identify settlor(s), and identify/address acting trustee(s); may identify/address named successors or state none named (§ 91-8-1013(a)(1)-(3)) |
Must state pending/relevant administrative or managerial powers, revocability/revoker, multiple-trustee signature authority, title name, conditional succession facts, and best-knowledge no-inaccuracy statement (§ 91-8-1013(a)(4)-(7), (9)-(10)) |
Trust TIN is required only if essential to the transaction; if successors are designated, state succession conditions or third-party reliance without proof (§ 91-8-1013(a)(7)-(8)) |
Trustee or trustees having signature authority under paragraph (6) must sign; certification must be attested by a notary public (§ 91-8-1013(a)) |
Distribution provisions are not required; offering trustee may voluntarily provide any part of instrument/amendments, but statute creates no duty to provide dispositive terms or the full documents (§ 91-8-1013(b)-(c)) |
Actual-knowledge/no-inquiry reliance; trust-share indemnity for defense of beneficiary action; no penalty for not requesting; recipient need not contract and may demand clarification of ambiguities/inconsistencies; no full-instrument-demand damages rule (§ 91-8-1013(d)-(g)) |
No certification-specific recording rule, office, notice effect, or real-property consequence in § 91-8-1013 |
| Missouri verified 2026-07-31 | Mo. Rev. Stat. § 456.10-1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 456.10-1013.1) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 456.10-1013.1(1)-(3)) |
Must state powers, revocability/revoker, cotrustee authority, title manner, and no change making representations incorrect (§ 456.10-1013.1(4)-(6), (8), .3) |
Trust taxpayer identification number is mandatory; no statutory situs, governing-law, successor, or legal-description field (§ 456.10-1013.1(7)) |
All trustees must sign; recipient may require acknowledgment or guarantee (§ 456.10-1013.2) |
Dispositive terms need not be included; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 456.10-1013.4-.5) |
No-knowledge reliance and good-faith enforcement against trust property; bad-faith full-instrument demand yields damages; judicial access preserved (§ 456.10-1013.6-.9) |
No certification-specific recording rule or stated real-property effect in § 456.10-1013 |
| Montana verified 2026-07-31 | Mont. Code Ann. § 72-38-1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 72-38-1013(1)) |
Must state trust existence/execution date, settlor identity, and current trustee identity + address (§ 72-38-1013(1)(a)-(c)) |
Must state relevant trustee powers, revocability/revoker, cotrustee authority, and no change making representations incorrect; no title-manner field (§ 72-38-1013(1)(d)-(f), (3)) |
If Montana law does not govern, must identify governing state; certification does not consent to that state's jurisdiction/law; no TIN or successor field (§ 72-38-1013(1)(g), (10)) |
Any trustee may authenticate; on request trustee must acknowledge so certification may be recorded; no universal oath, witness, notary, or all-trustee rule (§ 72-38-1013(2)) |
Dispositive terms may be omitted; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 72-38-1013(4)-(5)) |
No-knowledge reliance + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand yields damages; legal/judicial disclosure preserved (§ 72-38-1013(6)-(9)) |
On request trustee must acknowledge so certification may be recorded; § 72-38-1013 names no recorder and states no notice, priority, conveyance, or other real-property effect |
| Nebraska verified 2026-07-31 | Neb. Rev. Stat. §§ 30-38,102 to 30-38,107; general affidavit certification authorized; current homestead item operative 2026-07-18 |
Trustee may voluntarily or on request present a nonbeneficiary a certification instead of the instrument to establish trust existence/terms; recipient need not accept and rely on it alone (§ 30-38,102(a)) |
May state inter vivos execution date or testamentary decedent death date, creator/current-trustee identities, beneficiary names/relationships, and establishing jurisdiction; these are optional contents (§ 30-38,103(a)(1)-(2), (8)-(9)) |
May state powers/restrictions, successor names/selection method, revocability/revoker, cotrustee action rule, and title form; must state no revocation/amendment makes representations incorrect and all signatures are acting trustees' (§ 30-38,103(a)(3)-(6), (10), (b)) |
May state trust identifier and SSN/EIN type and homestead-ownership information; neither is universally mandatory; 2026 homestead item operative 2026-07-18 (§ 30-38,103(a)(7), (11)) |
Certification must be an affidavit signed and acknowledged by all acting trustees, and must state all signatures are theirs (§§ 30-38,102(b), 30-38,103(b)) |
Dispositive provisions need not appear; recipient may require copies or excerpts from an instrument designating the trustee or conferring pending-transaction power (§ 30-38,104) |
No-knowledge/no-inquiry reliance; possessing instrument does not impute knowledge; refusal to accept/rely solely is not improper or evidence of bad faith; no good-faith enforcement or full-demand damages rule (§§ 30-38,105-.106) |
No certification-specific recording rule, recorder, notice, priority, or real-property effect in §§ 30-38,102 to 30-38,107 |
| Nevada verified 2026-07-31 | NRS 164.400-.440; general certification authorized, with a public-benefits-application exception |
Except for Chapter 422/422A benefits applications, trustee may voluntarily or on request present any person with a certification instead of the instrument to establish trust existence or terms (NRS 164.400(1)) |
May confirm trust existence/execution date and settlor/current-trustee identities; these are permitted, not mandatory contents (NRS 164.410(1)(a)-(b)) |
May state powers/restrictions, revocability/revoker, cotrustee action rule, situs/governing law, title form, and specified incapacity/succession facts; must state no revocation/amendment makes representations incorrect and all signatures are current trustees' (NRS 164.410) |
No TIN, trustee address, successor list, amendment-date list, transaction property, or legal description required; predecessor-incapacity and successor-office declarations are optional (§ 164.410(1)(h)) |
Certification must be an affidavit signed and acknowledged by all currently acting trustees, with a statement that the signatures are all current trustees' (§§ 164.400(2), 164.410(2)) |
Dispositive provisions need not appear; recipient may require excerpts designating the trustee or conferring pending-transaction power (NRS 164.420) |
No-knowledge/no-inquiry reliance; transaction and lien fully enforceable unless recipient knows trustee exceeds scope; no bad-faith-demand remedy; failure to demand is not improper or evidence of bad faith (NRS 164.430-.440) |
No certification-specific recording rule or notice effect; transaction and resulting lien may be enforceable against trust assets under NRS 164.430(2), but the certification does not itself create or record the lien |
| New Hampshire verified 2026-07-31 | RSA 564-B:10-1013; general certification plus alternative real- and personal-property conveyance certificates |
General: trustee may furnish nonbeneficiary instead of instrument; alternative § 1013(k) certificate protects persons dealing with trustee on property conveyance (§ 1013(a), (j)-(k)) |
General must state trust existence/date, settlor, and current trustee identity + address; special forms identify trust, grantor, agreement date, and trustee (§ 1013(a)(1)-(3), (k)) |
General must state powers, revocability/revoker, cotrustee authority, title manner, and no-change statement; special form states full conveyance power (§ 1013(a)(4)-(6), (8), (c), (k)) |
General certification requires trust TIN; special conveyance form follows substantially the statutory power statement; no general situs/governing-law field (§ 1013(a)(7), (k)) |
General: any trustee authenticates, no stated oath/notary; realty special: trustee(s), writing, deed formalities; personalty special: trustee signature sworn before notary and delivered (§ 1013(b), (k)(1)-(3)) |
General certification may omit dispositive terms; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 1013(d)-(e)) |
General no-knowledge reliance, good-faith enforcement, and damages for bad-faith full demand; special forms conclusively establish conveyance power absent actual contrary knowledge (§ 1013(f)-(k)) |
Special realty certificate recorded in county registry with deed formalities conclusively establishes conveyance power; personalty certificate is delivered, not recorded (§ 1013(k)(1)-(3)) |
| New Jersey verified 2026-07-31 | N.J.S.A. 3B:31-81; general certification of trust authorized |
Trustee may furnish to a person other than a beneficiary instead of the trust instrument (§ 3B:31-81(a)) |
Must state trust existence + execution date, settlor identity, and current trustee identity + address (§ 3B:31-81(a)(1)–(3)) |
Must state trustee powers, revocability/revoker, cotrustee signing authority, title name, and no-change representation (§ 3B:31-81(a)(4)–(7), (c)) |
None beyond the seven listed facts and no-change statement; no taxpayer-number, situs, or governing-law item in § 3B:31-81(a), (c) |
All persons identified as currently acting trustees must sign; § 3B:31-81 states no separate oath, acknowledgment, witness, or notary rule (§ 3B:31-81(b)) |
Dispositive terms may be omitted; recipient may demand original-instrument and later-amendment excerpts designating trustee and conferring pending-transaction power (§ 3B:31-81(d)–(e)) |
No-knowledge reliance protected; facts assumed without inquiry; possession alone does not imply knowledge; bad-faith full-instrument demand creates damages; judicial access preserved (§ 3B:31-81(f)–(h)) |
No certification-specific recording permission, requirement, or real-property effect stated in § 3B:31-81 |
| New Mexico verified 2026-07-31 | NMSA 1978, § 46A-10-1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 46A-10-1013(A)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 46A-10-1013(A)(1)-(3)) |
Must state trustee powers, revocability/revoker, cotrustee authentication authority, title manner, and no change making representations incorrect (§ 46A-10-1013(A)(4)-(6), (8), (C)) |
Trust TIN is mandatory; if action will be through an agent, must state that delegation of that action is not prohibited by the instrument; no situs, governing-law, successor, amendment-date, or property-description field (§ 46A-10-1013(A)(7), (9)) |
Any trustee may sign or otherwise authenticate; recipient may require trustee acknowledgment when certification will affect real-property title so it can be recorded; no universal oath or witness rule (§ 46A-10-1013(B)) |
Dispositive terms need not appear; recipient may require excerpts designating the trustee and conferring pending-transaction power (§ 46A-10-1013(D)-(E)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields damages only; judicial access preserved (§ 46A-10-1013(F)-(I)) |
When certification will affect real-property title, recipient may require acknowledgment so it can be recorded; § 46A-10-1013 states no mandatory filing, recorder, notice, priority, or transfer effect |
| North Carolina verified 2026-07-31 | N.C. Gen. Stat. § 36C-10-1013; general certification of trust authorized |
Trustee may furnish to a person other than a beneficiary instead of the trust instrument (§ 36C-10-1013(a)) |
Must state trust existence/execution date and acting trustee identity + address; settlor identity required unless trust authorizes withholding (§ 36C-10-1013(a)(1)–(3)) |
Must state trustee powers, revocability/revoker, cotrustee authority, title manner, and no-change representation (§ 36C-10-1013(a)(4)–(6), (8), (c)) |
Trust tax ID required; in real-property transaction, grantor-SSN tax ID may be omitted from document but must be certified separately to relying person (§ 36C-10-1013(a)(7), (j)) |
Any trustee may authenticate generally; real-property relying person may require acknowledged, registerable execution; no universal oath/notary/witness rule (§ 36C-10-1013(b), (j)) |
Dispositive terms not required; recipient may demand excerpts designating trustee and conferring pending-transaction power (§ 36C-10-1013(d)–(e)) |
No-knowledge protection + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand creates damages, with no express fee award; judicial access preserved (§ 36C-10-1013(f)–(i)) |
Real-property relying person may require form permitting registration with county register of deeds; actual registration and notice effect not stated (§ 36C-10-1013(j)) |
| North Dakota verified 2026-07-31 | N.D.C.C. § 59-18-13; general certification of trust authorized unless listed Trust Code chapters otherwise require |
Trustee may furnish certification to 'the person'; section states no beneficiary exclusion and does not expressly say it replaces the instrument (§ 59-18-13(1)) |
Must include trust existence/effective date, name if given, each settlor, and current trustee identity + address (§ 59-18-13(1)) |
Must include applicable powers, revocability/revoker, cotrustee authentication authority, and no change making representations incorrect; no title-name field (§ 59-18-13(1), (3)) |
Trust name if one is given; powers may reference listed Trust Code chapters; no TIN, governing-law, situs, successor, director, or legal-description field (§ 59-18-13(1)) |
Any trustee may sign or otherwise authenticate; no oath, acknowledgment, witness, notary, or all-trustee rule in § 59-18-13(2) |
Dispositive terms need not appear; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 59-18-13(4)-(5)) |
No-knowledge reliance + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand yields damages; judicial access preserved (§ 59-18-13(6)-(9)) |
No certification-specific recording rule or stated notice, priority, conveyance, or other real-property effect in § 59-18-13 |
| Ohio verified 2026-07-31 | Ohio Rev. Code § 5810.13; general certification of trust authorized |
Trustee may furnish to a person other than a beneficiary instead of the trust instrument (§ 5810.13(A)) |
Must state trust existence/execution date, settlor, and acting trustee identity + address (§ 5810.13(A)(1)–(3)) |
Must state trustee powers, revocability/revoker, cotrustee authority, and no-change representation; no title-manner item (§ 5810.13(A)(4)–(6), (C)) |
None beyond the six listed groups; no taxpayer-number requirement. Certification may establish trustee identity and succession (§ 5810.13(E)) |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, notary, or witness rule (§ 5810.13(B)) |
Dispositive terms not required; recipient may demand excerpts designating trustee and conferring pending-transaction power (§ 5810.13(D), (F)) |
No-knowledge protection + fact assumption; good-faith transaction enforceable; judicial access preserved; no demand-damages or fee provision (§ 5810.13(G)–(H), (J)) |
Certification section states no recording rule or certification-specific real-property effect and preserves the separate memorandum-of-trust statute (§ 5810.13(I)) |
| Oklahoma verified 2026-07-31 | 60 O.S. § 1609.7, effective 2025-11-01; general certification authorized under Oklahoma UTC; 2026 ch. 414 cross-reference correction effective 2026-11-01 |
Trustee may furnish a person other than a beneficiary a certification instead of the instrument and in lieu of/addition to a referenced memorandum (60 O.S. § 1609.7(A)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 1609.7(A)(1)-(3)) |
Must state powers, revocability/revoker, cotrustee authentication authority, title manner, and no change making representations incorrect (§ 1609.7(A)(4)-(6), (8), (C)) |
Trust taxpayer identification number is mandatory; no situs, governing-law, successor, amendment-date, or property-description field (§ 1609.7(A)(7)) |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, witness, or notary requirement (§ 1609.7(B)) |
Dispositive terms need not appear; recipient may require excerpts designating the trustee and conferring pending-transaction power (§ 1609.7(D)-(E)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields damages; judicial access preserved (§ 1609.7(F)-(I)) |
No general certification-specific recording effect; separate § 175.6a requires a county memorandum when land is held in the trust's name; SB 2104 corrects § 1609.7's memorandum cross-reference on 2026-11-01 |
| Oregon verified 2026-07-31 | ORS 130.860; general certification rule applicable to Oregon and foreign-law trusts |
A nonbeneficiary proposing to deal with the trustee may require all trustees to execute and furnish a certification (ORS 130.860(1), (13)) |
Must state existence/execution date, settlor identity, acting trustees and addresses, last four settlor SSN digits or trust EIN, and establishing jurisdiction (ORS 130.860(2)(a)-(c), (h), (j)) |
Must state powers, revocability/revoker, modification-or-amendment power and holder, cotrustee authority, title manner, and no inaccurate change (ORS 130.860(2)(d)-(g), (i), (4)) |
Mandatory partial SSN-or-EIN, establishing jurisdiction, and separate amendment-power disclosure; recipient may require reasonably related extra facts; successor details are optional (ORS 130.860(2)(f), (h), (j), (7)(a), (8)) |
All trustees must sign/authenticate; recipient may require one or more settlors and transaction-related beneficiaries to execute; electronic effect follows Oregon UETA; no certification-specific oath/notary rule (ORS 130.860(1), (3), (7)(b)-(c); 130.905) |
Dispositive terms need not appear; entire instrument may not be required; trustee-designation and pending-transaction-power excerpts may be required; recipient may demand its own standard form (ORS 130.860(5)-(7)) |
Actual-knowledge reliance/no-inquiry protection; transaction and lien enforceable absent actual knowledge of error or excess authority; incomplete certification alone does not defeat protection; no demand-damages rule (ORS 130.860(9)-(12)) |
No certification-specific recording rule; subsection (9)(b) protects a lien created by a transaction but does not make recording the certification a condition or notice event |
| Pennsylvania verified 2026-07-31 | 20 Pa.C.S. § 7790.3; general certification of trust authorized |
Trustee may furnish to a nonbeneficiary instead of the trust instrument; §§ 3912–3913 also permit use with a digital-asset custodian (§ 7790.3(a)) |
Must state trust existence/execution date, settlor, and acting trustee identity + address (§ 7790.3(a)(1)–(3)) |
Must state trustee powers, revocability/revoker, cotrustee authority, title manner, and no-change representation (§ 7790.3(a)(4)–(6), (8), (c)) |
Trust taxpayer ID required; for electronic-message contents, certification must include disclosure consent (§ 7790.3(a)(7); § 3912(2)) |
Any trustee may authenticate generally; digital-asset custodian requests also need a separate trustee certification under penalty of perjury; no general notary/witness rule (§ 7790.3(b); §§ 3912–3913) |
Dispositive terms not required; recipient may demand excerpts designating trustee and conferring pending-transaction power (§ 7790.3(d)–(e)) |
No-knowledge protection + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand creates damages liability, with no express fee award (§ 7790.3(f)–(i)) |
§ 7790.3 states no recording requirement, permission, or certification-specific real-property effect |
| Rhode Island verified 2026-07-31 | R.I. Gen. Laws § 34-4-27; no general certification provision, but a real-property affidavit or memorandum substitute |
May record with trust creation, amendment, restatement, or revocation; transfer/mortgage by trustees requires recorded instrument or affidavit/memorandum (§ 34-4-27(a)) |
Must include trust name, every settlor and original trustee, original/amendment/restatement dates, current trustees, and settlor death date/place if applicable (§ 34-4-27(a)(1)-(2), (9)) |
Must state beneficiary-consent limits, realty powers + attach relevant provisions, any derogation, revocation/termination status and conveyance power, succession, and termination/revocability terms (§ 34-4-27(a)(3)-(8)) |
Detailed realty-authority attachment, trustee-replacement method, termination timing/manner, and applicable settlor death place/date; no TIN, situs, or general title-manner field (§ 34-4-27(a)(4), (7)-(9)) |
Executed either by every settlor or by every current trustee; § 34-4-27 itself states no oath, acknowledgment, notary, witness, attorney, or mixed-group option |
No general dispositive-term privacy or excerpt-demand rule; memorandum must attach trust provisions relevant to trustee real-estate authority (§ 34-4-27(a)(4)) |
Third party without actual knowledge to the contrary may rely on validity of memorandum statements; no general transaction-enforcement or bad-faith-demand damages rule (§ 34-4-27(b)) |
Recording optional for creation/amendment/restatement/revocation; mandatory alternative for trustee transfer/mortgage; amendment/revocation records to give third-party notice (§ 34-4-27(a), (c)) |
| South Carolina verified 2026-07-31 | S.C. Code § 62-7-1013; general certification authorized, with optional statutory form |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 62-7-1013(a)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 62-7-1013(a)(1)-(3)) |
Must state powers, revocability/revoker, cotrustee authentication authority, title manner, and no change making representations incorrect (§ 62-7-1013(a)(4)-(7), (c)) |
No extra mandatory field; optional statutory form adds trust address, all-trustee and no-challenge statements, but another compliant form is allowed (§ 62-7-1013(k)) |
Any trustee may authenticate; realty-title certificate must be executed/acknowledged for recordation under § 30-5-30's alternative proof or acknowledgment routes (§ 62-7-1013(b), (j)) |
Dispositive terms need not appear; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 62-7-1013(d)-(e)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields damages; judicial access preserved (§ 62-7-1013(f)-(i)) |
Realty-title certificate must be recordable in proper county office; § 62-7-1013 does not require filing or state constructive-notice/title-transfer effect (§ 62-7-1013(j)) |
| South Dakota verified 2026-07-31 | SDCL §§ 55-4-51 to -56; general certificate for inter vivos or testamentary trust authorized |
One or more trustees may furnish nonbeneficiary instead of trust instrument or trust-creating will (§ 55-4-51) |
Must state existence, current/previous name, execution date, creator/testator name, each original trustee, and each current empowered trustee's name/address (§ 55-4-51(1)-(3)) |
Must state signer-selected applicable powers/provisions, number of trustees needed, revocability/no revocation, court supervision/restrictions, and no change making statements incorrect (§ 55-4-51(4)-(6), (8)) |
If applicable, property description; court supervision and restrictions; signer certifies truth; no universal TIN, situs, governing-law, title-manner, or successor field (§ 55-4-51(6)-(8)) |
Signed by trustee, settlor, grantor, or trustor; signature acknowledged OR verified under oath before notary/authorized official; no all-trustee or witness rule (§ 55-4-51) |
Dispositive terms may be omitted; recipient may require excerpts designating trustee and conferring pending-transaction power (§§ 55-4-51, -52) |
No-knowledge reliance + fact assumption; good-faith transaction enforceable; bad-faith full demand yields damages; judicial access preserved (§§ 55-4-53 to -56) |
Land certificate may record with register of deeds; recorded land or presented personalty certificate has full-instrument effect and is conclusive proof absent actual contrary knowledge (§ 55-4-51.1) |
| Tennessee verified 2026-07-31 | Tenn. Code Ann. § 35-15-1013; general certification of trust authorized |
Trustee may furnish any person a certification instead of the trust instrument to evidence the trust's existence and validity (§ 35-15-1013(a)) |
Must affirm current existence/date and identify settlor(s), acting trustee(s), and named successor trustee(s), or say none is named (§ 35-15-1013(a)(1)-(2)) |
Must state powers, revocability/revoker, cotrustee and successor signature authority, succession conditions or reliance, title manner, and no material change to trustee's best knowledge (§ 35-15-1013(a)(3)-(6), (8)-(9)) |
Trust ID required only when essential to the transaction; successor identity and succession conditions are mandatory (§ 35-15-1013(a)(2), (6)-(7)) |
Signed by trustee(s) having the signatory authority described in the certification and attested by a notary public (§ 35-15-1013(a)) |
Dispositive terms not required; trustee may voluntarily provide any part, but statute creates no recipient right to the entire instrument (§ 35-15-1013(b)-(c), (g)) |
Actual-knowledge reliance protection plus beneficiary-share indemnity; recipient may refuse to contract or demand clarifying information; no bad-faith-demand damages (§ 35-15-1013(d)-(g)) |
No certification-specific recording rule or stated real-property effect in § 35-15-1013 |
| Texas verified 2026-07-31 | Tex. Prop. Code § 114.086; general certification of trust authorized |
Trustee may provide to a person other than a beneficiary instead of the trust instrument (§ 114.086(a)) |
Must state trust existence/execution date, settlor identity, and acting trustee identity + mailing address (§ 114.086(a)(1)–(3)) |
Must state trustee power(s), revocability/revoker, cotrustee authority, title manner, and no-change representation (§ 114.086(a)(4)–(7), (c)) |
Power item may instead state trust includes at least all Ch. 113 Subch. A powers; extra information allowed. No taxpayer-number, trust-director, or legal-description item (§ 114.086(a)(4), (d)(2)) |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, notary, or witness rule (§ 114.086(b)) |
Dispositive terms not required; recipient may demand excerpts designating trustee and conferring pending-transaction power (§ 114.086(d)–(e)) |
No-knowledge protection + fact assumption; good-faith enforcement; actual prior knowledge can defeat enforcement; bad-faith full-instrument demand yields damages, no express fees (§ 114.086(f)–(k)) |
§ 114.086 states no recording requirement, recording permission, or certification-specific real-property notice effect |
| Utah verified 2026-07-31 | Utah Code § 75B-2-1013; general certification authorized; electronic form recognized by §§ 75-13-101, -201, and -204 |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 75B-2-1013(1)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 75B-2-1013(1)(a)-(c)) |
Must state pending-transaction powers, revocability/revoker, cotrustee authentication authority, title name, and no change making representations incorrect (§ 75B-2-1013(1)(d)-(g), (3)) |
None beyond the seven listed information groups and no-inaccuracy statement; no TIN, situs, governing-law, successor, director, amendment-date, or property-description field (§ 75B-2-1013(1), (3)) |
Any trustee may sign or otherwise authenticate; electronic record/signature permitted unless the document precludes it; no certification-specific oath, acknowledgment, witness, or notary rule (§ 75B-2-1013(2); §§ 75-13-201, -204) |
Dispositive terms need not appear; recipient may require excerpts designating the trustee and conferring pending-transaction power (§ 75B-2-1013(4)-(5)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith full-instrument demand yields costs, expenses, attorney fees, and damages; judicial access preserved (§ 75B-2-1013(6)-(9)) |
No certification-specific recording rule or stated real-property effect in § 75B-2-1013; the electronic-estate-planning act excludes deeds from its document definition (§ 75-13-101(5)(c)) |
| Vermont verified 2026-07-31 | 14A V.S.A. § 1013; transaction-authority certificate authorized after trust execution or creation |
Trustee may give nonbeneficiary certificate instead of instrument; may evidence authority to sell, convey, pledge, mortgage, lease, or transfer real/personal property (§ 1013(a)) |
Must state trust name if given, instrument date, each settlor, each original trustee, and name/address of every trustee then empowered to act (§ 1013(a)(1)-(5)) |
Must abstract authorizing provisions, state no revocation/amendment as to them, trust existence, no limiting provisions, and court supervision/approval; no title-manner or revoker field (§ 1013(a)(6)-(9)) |
Original-trustee list, authorization abstract, no-limitations representation, and court-supervision/approval statement; no TIN, situs, successor, or cotrustee-count field (§ 1013(a)(4), (6), (8)-(9)) |
Any trustee may sign/authenticate; trustee represents truth/correctness and signature must be under oath before notary or other official authorized to administer oaths (§ 1013(a), (e)) |
May set forth less than all trust/amendment provisions; dispositive terms need not appear; recipient may require trustee-and-power excerpts, not entire instrument; judicial access preserved (§ 1013(a), (f)-(g), (i)) |
Conclusive proof unless actual contrary knowledge, certificate amendment/revocation, or full instrument filing; good-faith transaction enforceable; no express bad-faith-demand damages or fees (§ 1013(c), (h)-(i)) |
Optional municipal recording where identified land lies; recorded/filed certificate or personal-property presentation documents stated matters as full instrument would; written change needs actual notice, including receipt or realty recording (§ 1013(b)-(d)) |
| Virginia verified 2026-07-31 | Va. Code § 64.2-804; general certification of trust authorized |
Trustee may furnish to a person other than a beneficiary instead of the trust instrument (§ 64.2-804(A)) |
Must state trust existence + execution date, settlor identity, and current trustee identity + address (§ 64.2-804(A)(1)–(3)) |
Must state trustee powers, revocability/revoker, cotrustee authority, title manner, and no-change representation (§ 64.2-804(A)(4)–(6), (8), (C)) |
Trust taxpayer identification number required (§ 64.2-804(A)(7)) |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, notary, or witness rule (§ 64.2-804(B)) |
Dispositive terms may be omitted; recipient may demand excerpts designating trustee and conferring pending-transaction power (§ 64.2-804(D)–(E)) |
No-knowledge protection + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand creates damages; judicial access preserved (§ 64.2-804(F)–(I)) |
§ 64.2-804 states no certification-specific recording permission, requirement, or real-property effect |
| Washington verified 2026-07-31 | RCW 11.98.075; general certification of trust authorized |
Trustee may furnish to a person other than a beneficiary instead of the trust instrument (RCW 11.98.075(1)) |
Must state trust existence + execution date, trustor identity, and current trustee identity + address (RCW 11.98.075(1)(a)–(c)) |
Must state relevant powers, revocability/revoker, cotrustee authority, trust name or property titling, and no-change representation (RCW 11.98.075(1)(d)–(g), (3)) |
No taxpayer-number, governing-law, situs, or separate state-specific item beyond the listed core (RCW 11.98.075(1), (3)) |
Any trustee or an attorney for the trust may sign or otherwise authenticate; no certification-specific oath, acknowledgment, notary, or witness rule (RCW 11.98.075(2)) |
Dispositive terms may be omitted; recipient may demand trustee/transaction-power excerpts and any other reasonable information (RCW 11.98.075(4)–(5)) |
No-knowledge protection + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand creates damages incl. reasonable attorney fees; judicial access preserved (RCW 11.98.075(6)–(9)) |
RCW 11.98.075 states no certification-specific recording permission, requirement, or real-property effect |
| West Virginia verified 2026-07-31 | W. Va. Code § 44D-10-1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 44D-10-1013(a)) |
Must state trust existence/execution date, grantor identity, and current trustee identity + address (§ 44D-10-1013(a)(1)-(3)) |
Must state powers, revocability/revoker, cotrustee authority, title manner, and no change making representations incorrect (§ 44D-10-1013(a)(4)-(6), (8), (c)) |
Trust taxpayer identification number is mandatory; no certification-specific situs, successor, beneficiary, or property-description field (§ 44D-10-1013(a)(7)) |
Any trustee may sign or otherwise authenticate; no certification-specific oath, acknowledgment, notary, witness, or all-trustee rule (§ 44D-10-1013(b)) |
Dispositive terms may be omitted; recipient may require excerpts designating trustee and conferring pending-transaction power (§ 44D-10-1013(d)-(e)) |
No-knowledge reliance + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand yields damages; judicial access preserved (§ 44D-10-1013(f)-(i)) |
Certification section states no recording effect; separate acknowledged memorandum may be recorded and gives notice only of its contents (§§ 44D-10-1013(j), 36-1-4a) |
| Wisconsin verified 2026-07-31 | Wis. Stat. § 701.1013; general certification of trust authorized |
Trustee may furnish a person other than a beneficiary a certification instead of the trust instrument (§ 701.1013(1)) |
Must state trust existence/execution date, settlor identity, and acting trustee's identity and address (§ 701.1013(1)(a)-(c)) |
Must state powers, revocability/revoker, cotrustee authentication authority, title manner, and no change making representations incorrect (§ 701.1013(1)(d)-(g), (3)) |
None beyond the seven listed information groups and no-inaccuracy statement; no TIN, situs, governing-law, director, or legal-description field (§ 701.1013(1), (3)) |
Any trustee may sign or otherwise authenticate; no oath, acknowledgment, witness, or notary requirement in § 701.1013(2) |
Dispositive terms need not appear; recipient may require excerpts designating the trustee and conferring pending-transaction power (§ 701.1013(4)-(5)) |
No-knowledge reliance and no-inquiry assumption; good-faith enforcement; bad-faith excess demand yields costs, expenses, reasonable attorney fees, and damages (§ 701.1013(6)-(9)) |
No certification-specific recording rule or stated real-property effect in § 701.1013 |
| Wyoming verified 2026-07-31 | W.S. § 4-10-1014; general certification or affidavit of trust authorized |
Trustee may furnish person other than beneficiary certification/affidavit instead of trust instrument (§ 4-10-1014(a)) |
Must state trust existence/execution date, settlor identity, and current trustee identity + address (§ 4-10-1014(a)(i)-(iii)) |
Must state pertinent powers, revocability/revoker, cotrustee authentication/exercise authority, title manner, and no change making representations incorrect (§ 4-10-1014(a)(iv)-(vi), (viii), (c)) |
TIN is expressly optional and may be omitted; no trust-name, governing-law, situs, successor, director, court-supervision, or legal-description field (§ 4-10-1014(a)(vii), (d)) |
Certification/affidavit shall be signed or otherwise authenticated by any trustee; no oath, acknowledgment, witness, notary, or all-trustee rule in § 4-10-1014(b) |
Dispositive terms and TIN need not appear; recipient may require original-instrument/later-amendment excerpts designating trustee and conferring pending-transaction power (§ 4-10-1014(d)-(e)) |
No-knowledge reliance + fact assumption; good-faith transaction enforceable; bad-faith full-instrument demand yields damages; judicial access preserved (§ 4-10-1014(f)-(h), (j)) |
No certification-specific recording rule or stated notice, priority, conveyance, or other real-property effect in § 4-10-1014 |
This survey covers 50 of 51 jurisdictions so far; new states are verified and added continuously. A state missing here hasn't been verified yet — we don't publish unverified answers.
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