San Mateo, CA asked in Uncategorized for California

Q: Is it enough to show to Title company certification of trust without giving the entire trust?

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James L. Arrasmith
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Answered

A: Yes, it is often enough to show the Title company a Certification of Trust rather than providing the entire trust document. The Certification of Trust typically contains the essential details that the Title company needs, such as the trustee’s authority and the trust’s existence, without revealing the private terms of the trust.

This certification is a summary that proves the trust's legitimacy and is usually accepted in real estate transactions. It helps protect your privacy while still fulfilling the requirements necessary to proceed.

However, it’s a good idea to verify the specific requirements of the Title company you’re working with, as they may have different guidelines.

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