Certification of Trust

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.

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The Basics

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."

The Details

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:

  1. The name of the trust
  2. The date the trust was signed
  3. The name(s) of the settlor(s) of the trust
  4. The name(s) of the initial trustee(s) of the trust
  5. The person with the power to amend or revoke the trust
  6. The powers granted to the trustee under the trust
  7. The number of trustees required to exercise powers under the trust
  8. How assets held in trust should be titled

This should be all of the information that financial institutions need to know to help Standard or Complex Plan customers properly fund their trust.

Create a Certification of 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.

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Frequently Asked Questions

Is GoGo Estate a law firm?

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.

Why should I use GoGo Estate over an attorney?

The average estate plan costs between $2,000 and $3,000 nationally! This is way too much money, especially since many attorneys "plug-and-play" your information into pre-drafted forms or estate planning software. And while seeking the advice of an experienced estate planning attorney, GoGo Estate gives you access to detailed attorney-drafted forms so you can save up to 70% on your estate plan!

How is GoGo Estate different from other online platforms?

In this everchanging world, we know you have a lot of online estate planning options to choose from. What makes GoGo Estate different is the detailed nature of our plans. We can confidently say that GoGo Estate has the most comprehensive estate planning forms on the internet. Plus, they are all drafted by licensed estate planning attorneys to give you peace of mind.

Can I really plan my estate on my own?

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!

Will GoGo Estate send me my documents?

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.

How do I go about signing my documents?

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.

What is "Attorney Support?"

GoGo Estate's Standard and Blended Family Plans each come with built-in Attorney Support. With Attorney Support, you can have a free 30-minute phone or video call with a licensed attorney in your state so they can answer any questions or concerns that you might have.