Is this an official court or agency form?

Record current trust facts and transaction authority before completing the certification required by the recipient and governing law. Check the actual recipient’s required form and procedure before using it. The builder does not obtain official approval, file documents or perform a notarial act.

What happens before I sign?

Start with an unsigned draft. Complete the facts, capacity, evidence and recipient-procedure questions, then review every statement. A signature draft is still unexecuted. For a sworn affidavit, the authorized officer must administer the required oath or affirmation and complete the applicable certificate.

What should I do with missing facts or exhibits?

Identify uncertainty and the actual status of each record. Do not replace unknown facts with a denial or claim that an exhibit is attached when it is not. Obtain required evidence and use a permitted address and protected-identifier process.

Trust Facts Affidavit and Certification Preparation

Start with the actual trust instrument

A trust name and a trustee’s name are not enough to establish transaction authority. Review the executed instrument, later amendments, appointments, resignations and any direction powers. The builder records the facts supplied by one affiant. It does not add powers, appoint a trustee or infer that any one trustee can act alone.

Check the certification requirements

Florida Statutes section 736.1017 illustrates the required detail: trustee identity and address, settlor, powers, revocation authority, co-trustee authority, title-holding information and applicable direction powers, together with a statement addressing changes that would make the representations incorrect. A recipient may seek permitted excerpts. Other jurisdictions and transactions require their own review; this supporting statement is not automatically a complete statutory certification.

Describe the transaction and limits

Identify the proposed act, the exact instrument provisions authorizing it, necessary consents and who may authenticate the certification. Explain any uncertainty or restriction. Supply tax information only through a permitted channel; a missing EIN does not establish that a settlor’s SSN should be used. Do not disclose dispositive terms or sensitive identifiers merely because a generic form has space for them.

Review and signing

The wizard starts as an unsigned working draft. Complete the factual narrative, basis of knowledge, capacity and procedure review before selecting a signature draft. Identify required official forms, additional signers, exhibits, filing and delivery steps. The generated statement records one affiant’s account; it does not obtain another person’s agreement or testimony.

For notarized execution, arrange the required oath or affirmation and have the authorized officer complete and attach the applicable jurat. The builder does not certify that this has happened. A section 1746 declaration requires a permitted federal use and the correct wording for the actual signing location. Record the actual execution date with the signature.

Preview the unsigned sample

The sample shows this variant’s structure and placeholders. It is not a completed statement, official form or approval of a particular use.

PDF sample Word sample

Common questions

Official resources

These sources explain the identified procedures. A state-specific example does not establish requirements in another jurisdiction.

Florida certification-of-trust statute Federal unsworn declarations — 28 USC 1746

Ready when you are

Prepare your factual statement.

Record current trust facts and transaction authority before completing the certification required by the recipient and governing law.

Start an unsigned draft

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