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A Certification of Trust is a summary of each trust purchased through GoGo Estate. Learn why they are important and how they operate by reading below.
Trust funding is foundational to having an effective and useful trust. Because many assets are held with financial institutions, when funding a trust it is important to provide these institutions with information relating to the trust. This may mean providing the financial institution the entire trust instrument. Sometimes, though, those with trusts are simply able to provide financial institutions with a summary of the trust. This summary is known as a "Certification of Trust."
While most states follow the Uniform Trust Code, many states do not. However, every state allows for a Certification of Trust so that financial institutions can know how the trust operates. When customers purchase a GoGo Estate Standard or Complex Plan, they are automatically provided with a Certification of Trust as part of their plan documents.
The Certification of Trust included in the Standard and Complex Plan provides the following details:
This should be all of the information that financial institutions need to know to help Standard or Complex Plan customers properly fund their trust.
GoGo Estate does not currently allow customers with existing trusts to obtain a Certification of Trust. However, for those customers who wish to purchase a Standard or Complex Plan, we have your back. With each purchase of a Standard or Complex Plan, customers receive a Certification of Trust that complies with their states laws.
No! GoGo Estate does not provide legal services. However, we do provide our customers with self-help estate planning forms drafted by licensed estate planning attorneys.
The average estate plan costs between $2,000 and $3,000! This is way too much money, especially since many attorneys use "plug-and-play" software. And while seeking the advice of an experienced estate planning attorney can be helpful, GoGo Estate gives you access to detailed attorney-drafted forms so you can save up to 70% on your estate plan!
We know there are a lot of other options out there. We can confidently say that GoGo Estate has the most comprehensive estate planning forms on the internet. Our competition doesn't even come close! Plus, our forms are drafted by actual practicing estate planning attorneys to give you peace of mind.
Absolutely! GoGo Estate has countless state-specific resources so that you can know the ins-and-outs of estate planning without having to pay an attorney. Even better, our estate planning forms are drafted in detail by licensed estate planning attorneys, meaning you can receive the same quality forms you would expect from an attorney at up to 70% the cost!
Yes! No matter which plan you choose, GoGo Estate will send you printed versions of all of your documents. We ship all of your completed documents to you on the next business day. Of course, if you're in a crunch, you can print them out and have them signed yourself.
Unfortunately, most states do not allow for estate planning documents to be signed electronically. That means that you will have to sign them in front of a notary and (depending) at least two witnesses. Luckily, GoGo Estate provides detailed signing instructions in the first few pages of each document you purchase. While we hope to implement electronic signing in the future (depending on the state), at this time we do not help our customers sign their estate planning documents.
GoGo Estate, LLC, is not a law firm and its website as well as technology-enabled self-help estate planning forms are not substitutes for the advice of an attorney. Communications between you and GoGo Estate are governed by our Privacy Policy but are not covered by the attorney-client or work product privilege. Any purchase from GoGo Estate is subject to and governed by our Terms & Conditions.