LETTER 07

Certificate of Trust Acceptance Requirements
PURPOSE / WHEN TO USE
Use to determine whether a Certificate of Trust is accepted and what additional trust information, if any, is required.
SUBJECT
Certificate of Trust - Acceptance Requirements
EDITABLE TEMPLATE
To Whom It May Concern:
I am writing regarding [ACCOUNT / ASSET / POLICY], ending in [LAST FOUR], held or administered by [INSTITUTION]. I am working through an estate-plan implementation review and am requesting administrative information about your current process.
Please advise whether your institution accepts a Certificate of Trust for this type of request and identify any additional trust pages, certifications, affidavits, identification, or institution forms required. Please identify only your administrative requirements; no legal interpretation is requested.
Thank you for your assistance.
Sincerely,
[CLIENT / AUTHORIZED REQUESTOR NAME]
[MAILING ADDRESS]
[PHONE]
[SECURE EMAIL, IF APPROPRIATE]
Attachments: [LIST OR NONE]
BOUNDARY / FILE NOTE
Administrative correspondence only. Do not use this template to make or imply a legal, tax, insurance, investment, or financial recommendation. Save the personalized working copy and retain an exact copy of what was submitted.