A Certification of Trust The Key to a Smoother Estate Plan?
Provide a summary of your trust without divulging everything. Not everyone needs to see the full contents of your estate plan. The Certification of Trust offers a way to share only what’s necessary while keeping family details, asset distribution, and other private matters confidential. Protect your trust and legacy from state involvement. At Dahl Law Group, we help California business owners and families create and maintain estate plans and asset protection plans that protect their assets, their legacies, and the people they care about. We ensure every piece, including the certificate, is handled with care. Contact our offices in Sacramento or San Diego to make sure your estate plan does everything it’s meant to do.
People create trusts to simplify life for their loved ones and avoid unnecessary court involvement later. This preserves the privacy and security of the estate. Even with a fully-funded trust in place, though, the Certification of Trust (often called a Certificate of Trust) may be necessary to uphold its contents. This document makes it easier to prove that your trust exists and the person managing it has the authority to act on its behalf. Without it, your trustee could experience delays or confusion when dealing with banks, title companies, or other third parties. WHAT IS A CERTIFICATION OF TRUST? A Certification of Trust is a simplified legal document that confirms your trust exists and names the trustee, allowing them to act without revealing the full trust. Recognized under California law (Prob. Code § 18100.5),
it includes key details like the trust name, date, trustee, and their powers. It’s accepted by banks, title companies, and others, and must be notarized. Keeping it current helps avoid sharing sensitive information or unnecessary delays. WHY YOU SHOULD INCLUDE ONE IN YOUR ESTATE: Verify the existence of the trust. The certification confirms your trust is real and legally formed. This can speed up transactions and remove doubt or skepticism when your trustee interacts with financial institutions or other third parties. Prove your chosen trustee’s legal authority. When someone agrees to be a trustee, they need more than your word. A certification confirms their appointment and powers, avoiding the need to share the full trust, which can be burdensome and confusing.
Summer Chickpea Salad
SUDOKU
Ingredients • 2 (15-oz) cans chickpeas, drained and rinsed
• 1/4 tsp salt • 1/4 tsp pepper • 3 tbsp olive oil • 2 tbsp red wine vinegar • 1 1/2 tbsp honey • 3 garlic cloves, minced or pressed • 1 lime, zested and juiced
• 4 green onions, thinly sliced • 2 ears grilled corn, kernels cut from the cob • 1 pint cherry tomatoes, quartered • 3 tbsp chopped fresh basil • 2 tbsp chopped fresh chives
Directions 1. In a large bowl, combine chickpeas, onions, corn, tomatoes, basil, and chives. 2. Toss well with salt and pepper and set aside. 3. In a small saucepan over low heat, add oil, vinegar, honey, garlic, lime juice, and zest. 4. Whisk until the mixture is warm and garlic begins sizzling. 5. Pour over the chickpea mixture and toss well to coat. 6. Cover with plastic wrap and refrigerate for at least 30 minutes before serving.
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