New York Certificate of Trust Agreement Form Template

Noble Notary & Legal Document Preparers — State-Specific Trust Templates for All 50 States  ·  (321) 283-6452
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⚠ New York has no statutory “certification of trust” form — so banks and title companies set the bar themselves. Under EPTL § 7-1.18 a trust isn’t funded until assets are actually retitled. A document missing the standard terms or the New York (RPL § 309-a) acknowledgment gets bounced.
NY EPTL Art. 7 · RPL § 309-a · All 62 Counties

New York Certificate of Trust Agreement Form Template

Prove your New York trust to banks, title companies, brokerages, and lenders — without disclosing the full trust instrument. New York doesn’t have a one-size statute for this, so this editable Word (.docx) + print-ready PDF kit gives institutions the key trust terms they actually ask for, executed with the New York acknowledgment under Real Property Law § 309-a. Also known as an Affidavit of Trust or Memorandum of Trust. Built to be accepted the first time. Instant download.

Editable Word (.docx) Print-Ready PDF Affidavit / Memorandum of Trust RPL § 309-a Acknowledgment
Download the Template — $12.97 → Attorney drafted: $400+

Is This The Right Document?

Has a bank, title company, brokerage, or lender asked you to prove the existence of your New York trust?

A Certification of Trust (Affidavit of Trust) is exactly what they’re asking for. This template covers the key trust terms New York banks and title companies require and is executed with the New York acknowledgment under RPL § 309-a. Fill in, notarize, deliver.

Get the Template →

If you’re funding a recently signed living trust, acting as a successor trustee, or re-titling assets, you likely need one. Call (321) 283-6452 to confirm.

$12.97 one-time. Instant digital delivery. .docx + .pdf included.

Important: The $12.97 fee covers the editable template only. New York notary fees are paid separately to your notary public.
✓ Instant Download
✓ Editable Word + PDF
✓ RPL § 309-a Acknowledgment
✓ 30-Day Guarantee

Why New York Trustees Choose $12.97 Over $400+ Attorney Drafted Certifications

RECOMMENDED

$12.97

Noble Notary New York Certification of Trust Template

  • Built for New York practice (EPTL Article 7)
  • Covers the 8 key trust terms NY institutions require
  • New York acknowledgment under RPL § 309-a (recordable)
  • Reflects the EPTL § 7-1.18 funding/retitling requirement
  • “Not revoked or amended” statement included
  • Doubles as an Affidavit / Memorandum of Trust
  • Editable .docx + print-ready PDF
  • Instant download — ready in 15 minutes

$400+

Average New York Attorney Drafted Certification of Trust

  • Same information, same document, same outcome
  • Consultation fee required upfront
  • Days or weeks to receive the file
  • Often billed at $400+ in New York’s legal market
  • Usually unnecessary for routine trust funding
  • Title companies and banks honor properly-drafted certifications regardless of who prepared them

What’s Inside the Template Kit

Everything New York banks, title companies, and brokerages ask for to confirm a trust — without handing over the full instrument. Editable Word file plus print-ready PDF you can open, fill in, print, and notarize today.

  • New York Certification / Affidavit of Trust. Fill-in-the-blank Word document covering the 8 key terms New York institutions require: trust name & date, grantor identity, currently acting trustee identity & address, trustee powers under EPTL Article 7, revocability, co-trustee authority, taxpayer ID, and title vesting.
  • New York Acknowledgment (RPL § 309-a). The New York uniform acknowledgment form required for recording instruments affecting New York real property — the correct New York notary block, not a generic out-of-state acknowledgment that gets documents bounced.
  • EPTL § 7-1.18 Funding Awareness. Vesting language tied to New York’s funding rule: a lifetime trust is only funded as to assets actually retitled into it — a recital in the trust isn’t enough.
  • “Not Revoked” Statement. A statement that the trust has not been revoked, modified, or amended in any way that would make the certification incorrect.
  • Reliance Representation. Language requesting that banks, title companies, and brokerages rely on the certification in lieu of the full trust, with an offer to furnish excerpts that designate the trustee and confer the power to act.
  • Multiple Trustee Signature Blocks. Handles single trustee, married co-trustees, and successor trustee scenarios with proper co-trustee authority designations.
  • Vesting Language Example. The exact title-vesting phrasing New York title companies and county clerks accept for deeding property into your trust.
  • Both Formats Included. Editable Microsoft Word (.docx) for filling in on your computer, plus a print-ready PDF if you prefer to complete it by hand.

How It Works

1

Download Instantly

Pay $12.97 via secure Kajabi checkout and download the editable Word + PDF files immediately.

2

Fill In the Blanks

Open in Word or Google Docs and replace the bracketed fields with your trust details. About 15 minutes.

3

Sign & Notarize

Print the document. The trustee(s) sign in front of a New York notary public.

4

Deliver to Institution

Give the notarized original to your bank, title company, brokerage, or lender. Keep certified copies.

How New York Handles a Certification of Trust

New York hasn’t adopted the Uniform Trust Code and has no single “certification of trust” statute. Here’s what that means for your document.

No One-Size Statute

Unlike UTC states, New York has no statute listing required elements. Banks and title companies decide what they need — so the document must cover the standard terms.

8 Key Trust Terms

Trust name & date, grantor, currently acting trustee & address, trustee powers, revocability, co-trustee authority, taxpayer ID, and title vesting.

New York Acknowledgment

Executed before a New York notary using the uniform acknowledgment form under Real Property Law § 309-a.

EPTL Article 7 Governs

New York trusts and trustee fiduciary powers are governed by the Estates, Powers and Trusts Law, Article 7.

Funding Under § 7-1.18

A New York lifetime trust is funded only as to assets actually retitled into it; the certification is the tool trustees use to retitle and fund.

Affidavit / Memorandum

The same document is commonly called an Affidavit of Trust, Trust Abstract, or Memorandum of Trust — this template serves all three uses.

Valid in All 62 New York Counties

New York state law governs trusts statewide. This Certification / Affidavit of Trust is built for use in every New York county — from Manhattan to Chautauqua, Suffolk to St. Lawrence.

New York (Manhattan) Kings (Brooklyn) Queens Bronx Richmond (S.I.) Nassau Suffolk Westchester Erie Monroe Onondaga Albany Rockland Orange Dutchess Saratoga Oneida Niagara + All 62 Counties

Frequently Asked Questions

Does New York have a “certification of trust” statute?
Not the way Uniform Trust Code states do. New York hasn’t adopted the UTC and has no single statute that prescribes a certification-of-trust form or a required-elements list. In practice, New York banks, title companies, and brokerages accept a properly executed Certification of Trust (also called an Affidavit of Trust, Trust Abstract, or Memorandum of Trust) in lieu of the full trust instrument. This template gives them the standard terms they ask for, executed with the correct New York acknowledgment.
Is this a Certificate of Trust, an Affidavit of Trust, or a Memorandum of Trust?
It can serve as all three. In New York these terms are used interchangeably for the same kind of document: a notarized summary of a trust’s key terms used to satisfy third parties without revealing the full trust. The template is titled to work for bank, brokerage, and title-company use, and it carries the RPL § 309-a acknowledgment so it can be recorded as a memorandum affecting real property.
Do I need an attorney to prepare it?
No. A trustee can complete and sign a Certification / Affidavit of Trust. As long as it covers the key terms institutions require and uses the proper New York acknowledgment, it is generally accepted. New York attorneys often charge $400+ to draft the same document.
Can I download this as a PDF?
Yes. Every download includes both the editable Microsoft Word (.docx) and a print-ready PDF. Use the .docx to type in your trust details, or use the PDF to print and complete by hand.
What does the New York document need to include?
Because no statute dictates it, the document should cover what institutions ask for: the trust’s name and date, the grantor’s identity, the currently acting trustee’s identity and address, the trustee’s powers under EPTL Article 7, revocability and who can revoke, co-trustee authority, the trust’s taxpayer ID, and how title to trust property is taken. It should also state the trust has not been revoked or amended. This template includes all of it.
Why does funding (EPTL § 7-1.18) matter?
Under EPTL § 7-1.18, a New York lifetime trust is valid only as to assets actually transferred into it — recording a deed or completing registration in the name of the trust or trustee. A recital in the trust document is not enough. The Certification of Trust is the document you hand a bank or title company to retitle accounts and property into the trust’s name.
Does the trustee have to sign in front of a notary?
Yes, for institutions to rely on it and for it to be recordable. The template uses the New York uniform acknowledgment under Real Property Law § 309-a — the correct New York form — so the document is ready to be accepted the first time.
What if there are multiple trustees?
The template includes co-trustee signature blocks and a field identifying whether co-trustees must act jointly, may act severally, or by another arrangement.
Is this template valid in any New York county?
Yes. New York state law — not county law — governs trusts. The template works in all 62 New York counties: New York (Manhattan), Kings, Queens, Bronx, Richmond, Nassau, Suffolk, Westchester, Erie, Monroe, and every other county.
Is this legal advice?
No. Noble Notary & Legal Document Preparers is a Florida nonlawyer document preparation service. This template is a self-help legal form provided for informational purposes. We have not reviewed your specific trust or circumstances. For legal advice on your specific situation, consult a licensed New York attorney.
How fast do I get the file?
Immediately. After Kajabi checkout confirms, you’ll be redirected to a download page and emailed a copy of the link. This is a digital product — usually under two minutes from purchase to opening the file.
What’s your refund policy?
30 days. If this template doesn’t include the New York-appropriate trust terms, the RPL § 309-a acknowledgment, and the execution guidance described on this page, email gracie.sias32@gmail.com or call (321) 283-6452 within 30 days for a full refund.
8Key Trust Terms Covered
$12.97One-Time Flat Fee
62New York Counties Covered
100%NY-Specific & Notary-Ready

Get Your New York Certification of Trust — Ready in 15 Minutes

The New York Certification of Trust (Affidavit of Trust) banks, title companies, brokerages, and lenders ask for — executed with the RPL § 309-a acknowledgment. Editable Word + print-ready PDF, instant download.

Download the Template — $12.97 →

Instant digital delivery · .docx + .pdf included · 30-day guarantee

Noble Notary & Legal Document Preparers · 1736 Spottswoode Ct., Port Orange, FL 32128 · (321) 283-6452

Legal Disclaimer: Noble Notary is a Florida nonlawyer document preparation service. We are not New York attorneys and do not provide legal advice. New York has not adopted the Uniform Trust Code and has no statute that prescribes a certification-of-trust form; this New York Certification of Trust (Affidavit of Trust) template is a self-help legal form for informational purposes only, drafted for New York practice under the Estates, Powers and Trusts Law (Article 7; § 7-1.18 funding) and executed with the New York acknowledgment under Real Property Law § 309-a as of the current publication date. Requirements set by individual banks, title companies, and brokerages vary, and statutes and forms may change. We have not reviewed your specific trust instrument or circumstances, and no specific outcome with any institution is guaranteed. If you need legal counsel, consult a licensed New York attorney. New York State Bar Association Lawyer Referral & Information Service: (800) 342-3661.

Refund Policy: 30-day refund guarantee. Contact gracie.sias32@gmail.com or call (321) 283-6452.