State-Specific Certification of Trust Requirements

The included Harner Legal Forms Certification of Trust contains the information generally required for a certification of trust. Use the chart below to determine whether your state requires an additional statement, signature, notarial certificate, or separate state-specific document.

Last reviewed: September 21, 2026

Important: The status describes use of the included form for a general transaction. Banks, title companies, recorders, and other recipients may require their own form or additional transaction-specific proof.
Use Included FormAdditional Step RequiredState-Specific Document RequiredConfirm With Recipient
State Form Status What You Need to Do Legal Authority
Alabama Use Included Form Complete the taxpayer identification number blank. Any trustee may sign. Ala. Code § 19-3B-1013
Alaska Use Included Form Complete the taxpayer identification number blank, if applicable. Any trustee may sign. Alaska Stat. § 13.36.079
Arizona Use Included Form Confirm any transaction-specific authority requested by the recipient. Ariz. Rev. Stat. § 14-11013
Arkansas Use Included Form Confirm any transaction-specific authority requested by the recipient. Ark. Code § 28-73-1013
California Additional Step Required Use an acknowledged declaration containing the statutory facts. All currently acting trustees sign; it may be recorded. Cal. Prob. Code § 18100.5
Colorado Use Included Form Confirm any transaction-specific authority requested by the recipient. Colo. Rev. Stat. § 15-5-1013
Connecticut Use Included Form Complete the taxpayer identification number blank. Confirm any transaction-specific authority requested by the recipient. Conn. Gen. Stat. § 45a-499zzz
Delaware Additional Step Required Use an acknowledged certification and include the trust tax ID. Any trustee may sign. 12 Del. C. § 3591
Florida Additional Step Required If the trust uses a trust director or another person with a power of direction, add that information. Use the statutory contents and confirm signing authority. Fla. Stat. § 736.1017
Georgia Additional Step Required Every acting trustee signs; the certification may be recorded. Ga. Code § 53-12-280
Hawaii Additional Step Required Include the trust name and any applicable delegation-to-agent statement. Confirm any transaction-specific authority requested by the recipient. Haw. Rev. Stat. § 554D-1013
Idaho State-Specific Document Required Use a sworn, acknowledged affidavit containing the statutory facts. All acting trustees sign. Idaho Code §§ 68-114–68-119
Illinois Use Included Form Complete the revocability and taxpayer identification number sections. One or more trustees may sign; acknowledgment may be needed for the transaction. 760 ILCS 3/1013
Indiana Use Included Form Confirm execution requirements for the underlying transaction. Ind. Code § 30-4-4-5
Iowa Use Included Form Certification may be signed by a trustee or attorney. Execute under penalty of perjury or as a notarized sworn statement. Iowa Code § 633A.4604
Kansas Additional Step Required Use an acknowledged signature. Kan. Stat. § 58a-1013
Kentucky Use Included Form Confirm any transaction-specific authority requested by the recipient. Ky. Rev. Stat. § 386B.10-120
Louisiana State-Specific Document Required Louisiana provides a narrower trust extract for real-property matters rather than a general certification based on the Uniform Trust Code. Use the Louisiana-specific extract and real-estate formalities when applicable. La. Rev. Stat. § 9:2092
Maine Use Included Form Confirm the recipient and transaction do not require additional facts. 18-B Me. Rev. Stat. § 1013
Maryland Use Included Form Complete the taxpayer identification number blank unless doing so would disclose the settlor’s full Social Security number. Confirm any transaction-specific authority requested by the recipient. Md. Code, Est. & Trusts § 14.5-910
Massachusetts Additional Step Required Use the Massachusetts real-property certificate when the transaction concerns land. Use the real-property certificate when the transaction concerns land. Mass. Gen. Laws ch. 203E, § 1013; ch. 184, § 35
Michigan Additional Step Required Use an affidavit; include a legal description for a real-estate transaction. A settlor, trustee, or attorney may sign as permitted by statute. Mich. Comp. Laws § 700.7913
Minnesota Additional Step Required Execute under oath or before a notary; additional information applies to real estate. Check land-recording requirements when real property is involved. Minn. Stat. § 501C.1013
Mississippi Additional Step Required Use a notarized certification and include successor-trustee information. Confirm any transaction-specific authority requested by the recipient. Miss. Code § 91-8-1013
Missouri Additional Step Required Complete the taxpayer identification number blank. All acting trustees sign. Mo. Rev. Stat. § 456.10-1013
Montana Additional Step Required State the governing jurisdiction if it is not Montana. Acknowledge the certification when requested. Mont. Code § 72-38-1013
Nebraska State-Specific Document Required Use the statutory, acknowledged affidavit. All acting trustees sign. Neb. Rev. Stat. §§ 30-38,102–30-38,107
Nevada State-Specific Document Required Use an acknowledged affidavit containing the statutory facts. All acting trustees sign. Nev. Rev. Stat. §§ 164.400–164.440
New Hampshire Additional Step Required Include the trust tax ID; special certificates exist for real and personal property. Choose the transaction-specific form when applicable. N.H. Rev. Stat. § 564-B:10-1013
New Jersey Additional Step Required All currently acting trustees sign. N.J. Stat. § 3B:31-81
New Mexico Additional Step Required Include the trust tax ID and any applicable delegation-to-agent statement. Acknowledge the certification for a real-property transaction. N.M. Stat. § 46A-10-1013
New York Confirm With Recipient New York does not provide a general statutory certification equivalent. Ask the recipient what proof or trustee representation it will accept. No general certification-of-trust statute
North Carolina Additional Step Required Complete the taxpayer identification number blank. Use recordable execution when the certification will support a real-property transaction. N.C. Gen. Stat. § 36C-10-1013
North Dakota Use Included Form Confirm any transaction-specific authority requested by the recipient. N.D. Cent. Code § 59-18-13
Ohio Use Included Form Confirm any transaction-specific authority requested by the recipient. Ohio Rev. Code § 5810.13
Oklahoma Additional Step Required General certification statute applies beginning November 1, 2025; include the tax ID. Use the separate memorandum rule for land; verify current cross-references. 60 Okla. Stat. § 1609.7; § 175.6a
Oregon Additional Step Required Include the trust jurisdiction and the last four digits of the settlor’s SSN or the trust EIN. All acting trustees sign; a recipient may request its own form. Or. Rev. Stat. § 130.860
Pennsylvania Use Included Form Complete the taxpayer identification number blank. Confirm any transaction-specific authority requested by the recipient. 20 Pa. Cons. Stat. § 7790.3
Rhode Island State-Specific Document Required Rhode Island provides a detailed affidavit or memorandum focused on real property. Use the statutory real-estate form and recording formalities when applicable. R.I. Gen. Laws § 34-4-27
South Carolina Additional Step Required Use recordable execution for a real-property transaction. S.C. Code § 62-7-1013
South Dakota Additional Step Required Execute by acknowledgment or under oath; include a property description when applicable. A land-related certificate may be recorded. S.D. Codified Laws §§ 55-4-51–55-4-56
Tennessee Additional Step Required Include successor-trustee information. Use a notarized signature. Tenn. Code § 35-15-1013
Texas Use Included Form Confirm any transaction-specific authority requested by the recipient. Tex. Prop. Code § 114.086
Utah Use Included Form Confirm any transaction-specific authority requested by the recipient. Utah Code § 75B-2-1013
Vermont Additional Step Required Execute under oath or before a notary and summarize relevant powers in detail. Use recordable execution when it will be recorded. 14A V.S.A. § 1013
Virginia Use Included Form Complete the taxpayer identification number blank. Confirm any transaction-specific authority requested by the recipient. Va. Code § 64.2-804
Washington Use Included Form The included form is designed for a trustee’s signature. Confirm any transaction-specific authority requested by the recipient. Wash. Rev. Code § 11.98.075
West Virginia Additional Step Required Complete the taxpayer identification number blank. Use the separate real-property memorandum when applicable. W. Va. Code § 44D-10-1013
Wisconsin Use Included Form Confirm any transaction-specific authority requested by the recipient. Wis. Stat. § 701.1013
Wyoming Use Included Form The taxpayer identification number is optional under the general Wyoming statute. Confirm any transaction-specific authority requested by the recipient. Wyo. Stat. § 4-10-1014
No matching state found.

Important: This guide is a general educational summary. Laws, court rules, recording practices, and institutional requirements can change and may depend on your facts. Review the governing trust and current law, and consult a licensed attorney when you are unsure.