Information For Your Certificate of Trust

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Certificate of Trust: $59.00

If you have questions, please do not hesitate to contact us.


Estate Planning Client Information

Estate Planning Client Information

Let's Get Started!

First, some information so we can get to know you better.






We can only serve persons who live in the State of Michigan.






We can only serve persons who live in the State of Michigan.


Insert the full legal description for each parcel of real estate owned by the trust. Please include the City or Township as well as the County and the Tax Identification Number for each parcel

Information about the Trust

We need some specific information about your trust to create the Certificate. 

You can usually find the name of the trust on the front page of the trust or on a previous version of the Certificate.

This the date the trust was created or originally signed.


The Grantors are the people who created the trust. For example, if the name of the trust is "The John and Mary Smith Trust" the Grantors are probably "John and Mary Smith."

If none of the original Grantors of the Trust is living and able to sign the Certificate of Trust, it MUST be signed by the attorney for the Trust.  One of our Attorneys can review the trust document and sign the Certificate for an additional fee of $49.00.

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Original Trustee(s)

Please list the original Trustees, even if they are not currently the Trustees.













If there is any additional information you would like to provide about the Trustees, please provide it here.
First Successor Trustee










Second Successor Trustee









Third Successor Trustee










Fourth Successor Trustee









If there are more than four Successor Trustees, let us know.  We will be happy to include as many as you like.

If you have additional information about the successor trustees (i.e. two or more act together) or if there are more than four successor Trustees, please provide that information here.

Current Trustees

Current Trustee(s)

Please list the current Trustees.  These are the people that currently have the authority to act on behalf of the Trust.












If there is any additional information you would like to provide about the Trustees, please provide it here.

Delivery and Signing Documents

You have several options for the delivery of the documents and the signing of the documents.   Email delivery and instructions for signing the documents at home are included with every estate plan.

If you would like to have our office print and send the documents to you, we will happily do that at an additional fee.  We can mail the documents to you for $29.00 and have them sent by FedEx for $39.00.

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