To transfer assets into a trust, a “Certificate of Trust Existence
and Authority” is needed. This is a summary or quotation of selected parts
of the trust. Its purpose is to allow a person to know the correct name
of the trust and to be sure that the trust has power over its assets. It
usually does not identify the beneficiaries or the assets, so that information
is kept confidential. Often, attorneys prepare both a trust and a Certificate
of Trust Existence and Authority at the same time.

When you wish to transfer a bank account from your name to the trust,
the clerk will usually wish to see a copy of the trust. If you’d prefer
to keep the terms confidential, give them a copy of the Certificate of
Trust Existence and Authority. The bank does not usually require any further
information than the Certificate of Trust Existence and Authority provides.