A Certification of Trust is a concise, legally recognized summary of a trust that allows third parties to verify the existence and basic terms of a trust without revealing sensitive details. In Mira Monte and throughout Ventura County, families and fiduciaries often request a Certification of Trust to manage real estate transactions, transfer assets, or satisfy bank and title company requirements. This document streamlines transactions by confirming the trust’s creation, the trustee’s authority, and essential trust information that third parties need. Understanding how a Certification of Trust works helps trustees act confidently and avoid delays when dealing with financial institutions or property matters.
When you or a trustee must prove authority to act on behalf of a trust, a Certification of Trust can save time and reduce the need to disclose the full trust document. Many institutions accept the certification in place of the complete trust, which protects privacy and accelerates closings and transfers. In Mira Monte, demands for streamlined documentation make the certification a practical tool for trustees, beneficiaries, and real estate professionals. A well-prepared certification addresses common institutional questions while preserving the trust’s confidentiality, so trustees can fulfill their duties efficiently and in compliance with California law and the standards of local financial and title companies.
A Certification of Trust provides clear, focused proof of a trust’s existence and the trustee’s authority without exposing the full terms of the trust. This reduces administrative friction during property transfers, bank transactions, and dealings with other fiduciary matters. For trustees, it decreases the need to share sensitive documents and speeds up processing time with institutions that require evidence of trustee authority. Beneficiaries gain confidence that transactions are handled correctly and transparently. Overall, the certification balances privacy with practicality, enabling smooth management of trust assets while maintaining confidentiality and legal clarity under California trust law.
The Law Offices of Robert P. Bergman serves clients in Mira Monte and across Ventura County with comprehensive estate planning and trust administration services. Our approach focuses on clear communication, thorough document preparation, and practical problem solving tailored to each family’s needs. We assist with drafting Certifications of Trust that meet institutional requirements while protecting privacy. Clients can expect careful review of trust documents, attention to current California statutes, and proactive steps to minimize disputes and delays. We guide trustees through procedural obligations so asset transfers and account management proceed smoothly and in accordance with fiduciary responsibilities.
A Certification of Trust summarizes key details of a trust without disclosing confidential provisions. It typically includes the trust name and date, the identity of the current trustee or co-trustees, a statement about the trust’s revocability or amendability, and confirmation that the trust is in effect. Institutions often require additional language confirming the trustee’s powers to buy, sell, encumber, or manage assets. Preparing a certification requires careful coordination with the trust document to ensure statements are accurate and consistent with the trust’s terms, so third parties can accept the document without requesting the full trust instrument.
Trustees should be prepared to provide supporting documentation when presenting a Certification of Trust, such as government-issued identification and trustee appointment records. Some banks and title companies will also request an affidavit or additional assurances depending on the complexity of the transaction. The certification process can be straightforward for routine account changes but may require more detailed drafting for real estate conveyances or retirement account matters. An accurate, institution-friendly certification reduces the risk of delays and extra documentation requests, enabling trustees to complete transactions efficiently while maintaining the trust’s privacy.
A Certification of Trust is a formal written statement that confirms the existence of a trust and lists essential facts about the trust and the trustee’s authority. It is used most often in banking and real estate transactions where third parties need verification of trustee powers but do not need to review the trust’s detailed provisions. The certification protects confidentiality by avoiding disclosure of beneficiary designations, distribution instructions, and other private clauses. It also clarifies the trustee’s capacity to act, which helps institutions proceed without requiring access to the entire trust document.
A Certification of Trust commonly includes the trust’s official name and date, the identity of current trustees, a summary of the trustee’s authority to manage and transfer assets, and a statement that the trust is valid and has not been revoked. It may also reference the trust instrument for further confirmation and assert whether the trust grants specific transaction powers. The process involves reviewing the trust document, drafting language acceptable to financial and title companies, and having the trustee sign the certification under penalty of perjury or with notarization when required, ensuring institutions accept the document without requesting the full trust instrument.
Understanding common terms used in Certifications of Trust can help trustees respond to institutional requests. Terms such as grantor, settlor, trustee, successor trustee, revocable, irrevocable, and trustee powers often appear in certifications. Knowing these definitions clarifies the trustee’s role and the trust’s legal status when communicating with banks, title companies, and investment custodians. This section explains each term in plain language so trustees and beneficiaries can recognize what institutions require and why certain statements are included in a certification, helping to streamline acceptance and reduce follow-up questions.
The grantor or settlor is the person who created the trust and transferred assets into it. This role is central to establishing the trust’s initial terms and intent. A Certification of Trust may mention the grantor’s identity and confirm the trust’s effective date so third parties can verify the document’s origins. While the full trust includes detailed instructions from the grantor, the certification focuses only on facts necessary to demonstrate authority and existence. When presenting a certification, trustees should ensure the grantor information aligns with the original trust document to avoid conflicts or unnecessary requests for the full instrument.
A trustee is the person or entity authorized to manage the trust assets and carry out the trust’s terms, while successor trustees step in if the original trustee cannot serve. Certification of Trust documents identify who currently holds trustee powers and may outline their authority to handle specific transactions. Financial institutions rely on this identification to accept instructions and process transfers. A clear statement naming trustees and successors in the certification minimizes confusion and confirms who has legal authority to sign documents, endorse checks, or manage trust property without requiring the entire trust to be produced.
A revocable trust allows the grantor to change or revoke the trust during their lifetime, while an irrevocable trust generally cannot be altered after creation. A Certification of Trust commonly states whether the trust is revocable or irrevocable because this fact affects how institutions treat the trustee’s authority. For example, revocable trusts often require different handling for beneficiary designations and tax matters compared to irrevocable trusts. The certification captures this status succinctly so third parties understand the trust’s flexibility and whether the grantor retains certain powers or controls over trust assets.
Trustee powers describe the actions a trustee can take on behalf of the trust, such as buying or selling property, managing investments, and signing legal documents. A Certification of Trust will summarize the relevant powers to reassure third parties that the trustee is authorized to complete a requested transaction. The document avoids full detail but confirms sufficient authority for day-to-day administration and specific transfers. Clear language about trustee powers reduces institutional resistance and helps trustees complete transactions without producing the full trust, preserving confidentiality while validating necessary authority.
When interacting with banks, title companies, or custodians, trustees can present several types of documentation: the full trust instrument, a Certification of Trust, or other affidavits affirming trustee authority. Each option has trade-offs. Producing the full trust reveals detailed provisions and beneficiary information, which may be unnecessary and compromise privacy. A Certification of Trust offers a balanced approach by providing requisite facts without revealing confidential terms. In some situations, institutions may still request additional assurances or documents, but a properly drafted certification usually reduces paperwork while maintaining legal clarity for routine transactions.
For many everyday matters such as updating bank accounts, transferring funds into or out of trust accounts, and establishing trust accounts, a Certification of Trust is often sufficient. Banks commonly accept a certification that confirms the trustee’s authority without requiring the full trust, which protects private distribution details. This limited approach expedites processing for trustees and reduces the risk of unnecessary disclosure. Providing a clear, institution-compliant certification helps trustees complete administrative tasks and maintain privacy while satisfying banks’ requirements for verifying authority to transact on behalf of the trust.
In straightforward real estate transfers where the trust already owns the property or a trustee is handling a routine sale, a Certification of Trust may be accepted by title companies and escrow officers as proof of authority. The certification confirms the trustee’s power to convey property without disclosing the trust’s internal distribution provisions. This keeps the transaction moving while protecting the privacy of beneficiaries. However, complex conveyances or transactions with title disputes might prompt parties to request additional documentation, so having a complete trust available for review can be advisable in less clear-cut situations.
When trusts hold complicated assets, multiple properties, or assets with unclear title histories, relying solely on a Certification of Trust may not resolve all institutional concerns. In such cases, careful review of the full trust and related documents can identify potential conflicts, chain-of-title issues, or gaps in trustee authority that need addressing before transfers proceed. A more comprehensive legal approach ensures all documents are consistent, necessary corrective steps are taken, and transactions are completed without surprise disputes or delays, protecting both the trust and its beneficiaries.
If disputes exist between trustees or beneficiaries about trustee powers, distributions, or trust terms, presenting only a Certification of Trust may not resolve deeper disagreements. A comprehensive review that examines the trust instrument, communications, and applicable law can clarify rights and obligations and, when needed, provide strategies for dispute resolution. Addressing contentious issues before major transactions helps prevent contested closings, reduces litigation risk, and ensures the trustee acts within documented authority, making transactions smoother and more defensible in the event of a challenge.
A comprehensive approach that pairs a properly drafted Certification of Trust with a review of the underlying trust instrument helps avoid inconsistencies and institutional pushback. This method confirms that the certification accurately reflects current trustee appointments and powers, reducing the likelihood that banks, escrow companies, or title insurers will demand the full trust. It also helps identify and correct administrative errors, such as missing trustee signatures or outdated beneficiary information, ensuring that the trust’s records are current and reliable for future transactions.
Combining certification with legal review provides additional protection when trustees face complex transactions or third-party scrutiny. By confirming that the certification aligns with the trust document, trustees can proceed with greater confidence and fewer interruptions. This approach also creates a clear, defensible record showing due diligence in trust administration, which can be valuable if questions arise later. Ultimately, thoughtful preparation reduces transactional friction, protects privacy, and supports smooth transitions of trust assets in accordance with the trust’s terms.
When a Certification of Trust is thoughtfully prepared and cross-checked against the full trust document, institutions are less likely to request additional documentation, which speeds up account changes and real estate closings. This reduces time spent responding to follow-up inquiries and minimizes the potential for delays that can increase costs or jeopardize time-sensitive transactions. Trustees benefit from clear, accepted documentation that financial and title professionals can rely upon to complete routine and complex transactions without repeatedly asking for more information.
A careful approach to preparing a Certification of Trust also improves overall trust administration by encouraging accurate recordkeeping and clear appointment records. This preparedness makes future transactions easier and reduces the risk of questions when successor trustees step in. Good documentation practices ensure the trust’s history is easy to verify, diminishing the likelihood of costly disputes. Trustees who maintain precise records and consistent certifications can administer trust assets more smoothly and protect beneficiaries’ interests with clear, documented authority for each transaction.
Draft the Certification of Trust using language that local banks and title companies accept to minimize follow-up. Include clear statements about the trust’s name, date, current trustee(s), and a concise description of the trustee’s authority for the specific transaction. Confirm whether notarization or a signature under penalty of perjury is required by the institution. Tailoring the certification to the institution’s expectations reduces requests for the full trust and keeps closings on schedule. Maintaining a consistent template adapted to common local requirements helps trustees respond quickly to typical documentation requests.
Keep the full trust instrument in a secure but accessible location so trustees can consult it when drafting a certification or handling complex matters. While the certification protects privacy by limiting disclosure, the full trust may be needed to resolve title issues, beneficiary disputes, or unusual institutional requirements. Storing the document with trusted advisors or in a secure digital repository ensures it can be accessed when required while preserving confidentiality. Clear internal procedures for when to produce the full trust help trustees handle requests efficiently and appropriately.
Consider obtaining a Certification of Trust whenever a trustee must prove authority for banking transactions, real estate conveyances, or other asset management actions on behalf of a trust. This document helps satisfy institutional requirements without exposing the trust’s full terms, preserving beneficiary privacy. It is particularly useful for routine account changes, property closings, and interactions with financial custodians that accept summarized evidence of trust authority. Early preparation of a certification can prevent delays and ensure transactions can proceed smoothly when timing is important.
A certification is also advisable when multiple trustees are involved or when successor trustees may need to step in, since institutions often prefer concise verification over reviewing the entire trust. Having a ready certification simplifies transitions and reduces administrative burdens. In situations where the trust holds accounts across various institutions or properties in different jurisdictions, a well-prepared certification promotes consistency and credibility. Trustees who proactively obtain a certification demonstrate responsible administration and better protect beneficiaries by minimizing paperwork-related setbacks.
Typical circumstances include opening or changing trust bank accounts, transferring titles for real estate owned by a trust, updating brokerage accounts, and completing retirement account beneficiary changes. Escrow and title companies frequently request proof of trustee authority for closings, and financial institutions often require confirmation before processing withdrawals or account management actions. Executors and trustees finding themselves in need of immediate authority documentation will find that the Certification of Trust offers a fast, privacy-conscious way to satisfy institutional requirements and keep transactions moving without disclosing private distribution provisions.
When property is titled in the name of a trust, escrow and title companies commonly request documentation proving the trustee’s authority to sell or encumber the property. A Certification of Trust provides the necessary confirmation of the trustee’s identity and powers without revealing private trust terms. This minimizes document exposure while ensuring the title company receives the information needed to proceed. Preparing the certification in advance of a sale or refinance helps prevent delays at escrow and ensures that closings occur on the scheduled date with minimal risk of additional documentation requests.
Banks and credit unions often require evidence that an account holder is authorized to act on behalf of a trust before allowing transfers, withdrawals, or changes to account ownership. A Certification of Trust confirms the trustee’s authority in a compact, institution-friendly format, making it easier to manage trust accounts and complete routine transactions. Keeping a current certification on file with financial institutions reduces the need to present the full trust repeatedly and streamlines administrative tasks for trustees handling day-to-day financial responsibilities.
Investment firms and custodians may request proof of trustee authority before transferring assets or changing account registrations. A Certification of Trust outlines the trustee’s power to manage investments and sign necessary documents, often satisfying custodial requirements without revealing investment directives or beneficiary details. Trustees should confirm any specific language the custodian requires and ensure the certification aligns with the trust instrument. Prepping a tailored certification for each institution facilitates smoother transfers and reduces the likelihood of additional paperwork or delays.
The Law Offices of Robert P. Bergman provides practical guidance for trustees and families in Mira Monte seeking to prepare or use a Certification of Trust. We assist with drafting institution-ready certifications, reviewing trust documents to ensure consistency, and advising on steps to complete transactions smoothly. Our goal is to protect privacy, reduce unnecessary disclosure, and help trustees satisfy bank, title, and custodian requirements efficiently. When questions arise during trust administration, we provide clear options so trustees can proceed confidently and in accordance with California trust law and local practices.
Clients turn to the Law Offices of Robert P. Bergman for responsive assistance with trust administration and trust-related documentation. We focus on producing carefully worded Certifications of Trust that meet institutional expectations while preserving confidentiality. By aligning the certification with the underlying trust instrument and local institutional practices, we help clients avoid delays and repeated requests for sensitive information. Our practical approach emphasizes clarity, timely communication, and preparation to support trustees through routine and complex transactions involving trust assets.
We work with trustees to anticipate common issues that arise during account changes, property closings, and custodial transfers, advising on the specific documentation required by banks, escrow officers, and investment custodians. This includes confirming whether notarization, affidavits, or additional signatures are necessary and preparing documents that address those needs. Our goal is to streamline interactions with third parties and ensure trustees have the proper records and certifications to manage trust affairs with confidence and minimal administrative friction.
In addition to drafting certifications, we assist with trust recordkeeping, trustee appointment updates, and coordination with title and escrow professionals when property is involved. Trustees benefit from proactive steps that reduce the likelihood of disputes or delays and that safeguard the trust’s privacy. Our firm provides practical, client-focused support to help trustees meet their obligations and facilitate smooth transitions of assets in accordance with the trust’s terms and California law.
Our process begins with a focused review of the trust instrument and the client’s objectives for the transaction. We identify the precise facts that must be reflected in the Certification of Trust and confirm any institution-specific requirements. After drafting the certification, we review it with the trustee to ensure accuracy and consistency. If necessary, we coordinate with banks, escrow agents, or custodians to address particular formatting or notarization needs. This methodical process helps avoid delays and ensures that the certification will be accepted for the intended transaction.
We start by reviewing the trust document and any related records to determine the current trustee appointments and the scope of trustee powers. This includes confirming the trust’s effective date, revocability status, and any clauses that affect transactions. We also ask about the specific institution or transaction to identify any additional language or attestation required. This targeted assessment ensures the certification accurately reflects the trust’s status and addresses potential institutional concerns before drafting the document.
During the initial review, we verify trustee appointments, successor trustee designations, and any amendments or restatements that could impact trustee authority. Accurate identification prevents contradictions between the certification and the trust instrument, which can cause institutions to request the full trust. We also confirm whether co-trustee consent or multiple signatures are required for specific transactions. Thorough record review reduces administrative friction and ensures the certification will be accepted for routine account updates and property transfers.
We determine the precise documentation preferences of the involved institution, including any required language, notarization, or affirmation under penalty of perjury. Different banks, title companies, and custodians have varying thresholds for accepting a Certification of Trust, so tailoring the document to their expectations increases the likelihood of acceptance. By clarifying these requirements up front, we avoid revisions and expedite the approval process, enabling trustees to complete transactions with fewer delays and less back-and-forth documentation.
We draft a Certification of Trust tailored to the trust’s facts and the receiving institution’s needs. The certification highlights the trust name and date, identifies current trustees, states the trust’s revocability status, and summarizes relevant trustee powers. We include attestation language and signature blocks consistent with institutional preferences. Our goal is a concise, accurate document that provides enough information for acceptance while protecting the trust’s private provisions from disclosure.
Each transaction may require specific wording to confirm authority for actions like selling property, accessing accounts, or managing investments. We tailor the certification to reflect these needs and include precise statements addressing the institution’s standard inquiries. Customization ensures the certification directly supports the intended transaction and reduces the chance that the institution will ask for additional documentation or the trust instrument itself.
After drafting, we review the certification with the trustee and finalize the signature and notarization requirements. Some institutions require a notarized signature or a declaration under penalty of perjury; others accept a trustee affirmation with appropriate identification. We ensure the execution meets these standards and advise on how to present the certification to third parties, including providing guidance on accompanying identification and trustee appointment confirmations to facilitate smooth acceptance.
Once the certification is signed and notarized if necessary, we assist with submitting the document to the bank, title company, or custodian. If questions arise, we coordinate with institutional representatives to clarify statements or provide additional confirmation. Our role is to help trustees communicate efficiently with third parties, address follow-up inquiries, and ensure the transaction proceeds without avoidable interruptions. This coordination reduces delays and helps trustees complete matters with clear records of authority.
If a financial institution or title company requests additional documentation, we review the request and determine the minimal, privacy-preserving response that satisfies the institution. This may involve clarifying language in the certification, providing a trustee appointment record, or confirming the trust’s status. Our approach seeks to minimize disclosure while meeting institutional requirements so that transactions can move forward without compromising the trust’s confidentiality.
After completion of the transaction, we recommend keeping a copy of the Certification of Trust and any related correspondence in the trust records. Maintaining a clear administrative trail documents the trustee’s actions and the institution’s acceptance, which can be valuable if questions arise later. This record supports consistent future interactions with institutions and helps successor trustees understand prior steps taken in administering trust assets.
A Certification of Trust typically includes essential facts that institutions need: the trust’s official name and date, the identity of the current trustee or trustees, confirmation that the trust is in effect and has not been revoked, and a summary of the trustee’s authority to act on behalf of the trust. It may also state whether the trust is revocable or irrevocable and reference the governing instrument without disclosing its detailed provisions. The certification intentionally omits private terms such as beneficiary distribution details, thereby preserving confidentiality while providing third parties with necessary verification. Preparing an accurate certification requires a careful review of the trust document to ensure the statements align with the trust’s terms. Financial institutions, title companies, and custodians often accept this summary format as sufficient proof of authority, but they may have specific wording or notarization requirements. Trustees should confirm any institutional preferences in advance and tailor the certification accordingly to prevent follow-up requests or delays during transactions.
Banks, title companies, and custodians will accept a Certification of Trust when the document clearly establishes the trustee’s authority and satisfies the institution’s verification requirements. Institutions vary in their practices, so acceptance often depends on the clarity and completeness of the certification’s statements and whether they conform to the institution’s preferred language. Routine matters like account changes, transfers, and many real estate transactions frequently allow use of a certification, provided the document includes the required facts and any necessary attestation or notarization. If an institution has unique requirements, it is helpful to identify them before preparing the certification. Confirm whether notarization, a sworn statement, or specific phrasing is needed, then draft the certification to meet those conditions. This proactive approach reduces the risk that the institution will request the full trust document and helps ensure the certification is sufficient for the intended transaction.
While a trustee may prepare a Certification of Trust, having the full trust document available is important to confirm accuracy. The certification must reflect the current trustee appointments, any amendments, and the scope of trustee powers exactly as stated in the trust. Producing the certification without consulting the trust increases the risk of discrepancies that could lead institutions to question the document’s reliability and request the full trust for clarification. For best results, trustees should review the trust instrument or consult an attorney to ensure the certification aligns with the governing document. This review helps avoid contradictions, ensures that successor trustee designations are accurately reflected, and confirms that the certification’s statements are legally supported, which increases the likelihood that institutions will accept the certification without further documentation.
Notarization is sometimes required by banks, title companies, or other institutions when they receive a Certification of Trust, but it is not universally mandatory. Some institutions accept a trustee’s signature accompanied by government-issued identification, while others prefer notarization or a declaration under penalty of perjury for added assurance. The need for notarization depends on the institution’s internal policies and the type of transaction involved, so trustees should confirm requirements in advance to ensure proper execution. When notarization is requested, the trustee should sign the certification in the presence of a notary public and provide any supporting identification documents the institution specifies. Preparing the certification with notarization in mind can prevent delays at the time of submission and increases the likelihood that the institution will accept the document without requesting the full trust instrument.
If an institution requests the full trust after you have provided a Certification of Trust, first determine the specific reasons they need the complete document. Institutions sometimes request the full trust when title or account issues are complex or when the certification’s statements raise questions. Respond by offering the minimal additional documentation that addresses their concerns, such as proof of a trustee appointment or an amendment affecting a specific clause, rather than divulging the full trust terms unless absolutely necessary. When the institution insists on the full trust, consider consulting with legal counsel to assess whether disclosure is required and to explore ways to limit exposure of sensitive details. Counsel can coordinate with the institution to provide redacted sections or trusted third-party verification when permissible, balancing the institution’s needs with the trust’s privacy interests.
A Certification of Trust protects beneficiary privacy by summarizing only the facts necessary for third parties to verify trustee authority without revealing distribution terms, beneficiary identities, or other confidential provisions. The certification focuses on the trust name, trustee identity, trust date, revocability status, and a statement of trustee powers, which allows institutions to process transactions without access to sensitive internal details. This approach reduces the frequency with which the full trust must be disclosed and limits exposure of private family information. Trustees should still keep the full trust document securely stored and produce it only when legally required. When institutions request additional information, consider whether redacted excerpts or narrowly targeted confirmations can satisfy the request while preserving beneficiary privacy. Legal guidance can help balance compliance with institutional demands and the confidentiality interests of beneficiaries.
Certifications of Trust can often be used with retirement account custodians and investment firms to verify a trustee’s authority, but acceptance depends on the custodian’s policies. Many custodians have specific forms or language requirements to register accounts or transfer assets, and these may differ from standard bank or title company practices. Trustees should check with the custodian to determine any required wording, supporting documentation, or signature formalities and prepare the certification accordingly to meet those needs. When handling retirement accounts, it is important to confirm how beneficiary designations, tax reporting, and plan-specific rules interact with trustee authority. Coordinating with the custodian early in the process and tailoring the certification to institutional standards reduces processing time and lowers the risk of additional documentation requests or administrative obstruction.
Trustees should update their Certification of Trust anytime there is a change in trustee appointments, successor designations, or material amendments to the trust that affect trustee powers. Regular periodic reviews are also advisable, particularly before major transactions or when working with new institutions. Keeping certifications current ensures that institutions receive accurate information and reduces the likelihood of delays or requests for the full trust due to outdated statements. Additionally, trustees should have a plan for updating certifications after significant events such as deaths, resignations, or court-ordered changes. Promptly preparing a revised certification and distributing it to relevant financial institutions and title companies helps maintain continuity in trust administration and prevents operational disruptions during important transactions.
If there is a dispute about trustee authority, institutions may refuse to accept a Certification of Trust and request the full trust or additional documentation. In such cases, it is important to preserve records, communicate calmly with involved parties, and seek legal guidance to resolve the dispute. Legal review can determine whether the trustee’s actions align with the trust instrument and applicable law and can advise on appropriate remedies or defensive measures if needed. Resolution strategies may include clarification of trustee appointments through affidavits, court petitions to determine trustee authority, or negotiated agreements among parties. Early legal involvement helps protect the trust’s assets, clarify roles, and reduce the risk of prolonged litigation or interrupted transactions, ensuring trustee actions remain aligned with the trust’s terms and beneficiaries’ interests.
To get help preparing a Certification of Trust in Mira Monte, contact the Law Offices of Robert P. Bergman for a consultation focused on your specific trust and the intended transaction. We start by reviewing the trust instrument and institutional requirements, then draft a certification tailored to those needs. We also advise on execution formalities and coordinate submission with the involved bank, title company, or custodian to minimize follow-up requests and delays. If your matter involves complex assets, title issues, or disagreements among trustees or beneficiaries, we provide additional guidance to address those complications and prepare supporting documentation. Our goal is to ensure trustees have a reliable, institution-ready certification that facilitates transactions while protecting the trust’s confidentiality and the beneficiaries’ interests.
Criminal Defense
Homicide Defense
Manslaughter
Assault and Battery
Assault with a Deadly Weapon
Battery Causing Great Bodily Injury
Domestic Violence
Domestic Violence Protection Orders
Domestic Violence Restraining Order
Arson Defense
Weapons Charges
Illegal Firearm Possessions
Civil Harassment
Civil Harassment Restraining Orders
School Violence Restraining Orders
Violent Crimes Defense
Estate Planning Practice Areas