A certificate of trust also gives the name of the trust, date it was set up and any real property it contains, among other details. Requirements for certificates of trust vary by state.

When trusts are used as estate planning tools, financial institutions such as banks and brokerages may require written documentation of the trust’s existence before transferring assets into a ...

The types of assets you might transfer to a living trust in Florida can include your primary home, investment properties, vehicles, bank accounts, antiques, collectibles and other valuables.

Filing a certificate of trust is often a one-time event. However, sometimes you may need to update a certificate of trust. This could be the case if the trust sells or acquires any real property.