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New York · Attorney-Style Template

New York Certification of Trust Template

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What's Included

Attorney-style New York Certification of Trust template. Certifies trust existence, trustee identity, and fiduciary powers for real estate closings, bank accounts, and third-party transactions in New York. Drafted under N.Y. Est. Powers & Trusts Law § 7-1.17 and NY UCC § 1-306. Includes trust formation date and name, trustee and co-trustee identification, enumerated powers, successor trustee provision, trust amendment status, notary acknowledgment with New York two-witness option, and liability disclaimer for third-party reliance. Instant .docx download.

Declaration & revocation of all prior wills
Family declarations (spouse + children)
Specific personal property bequests (3 slots)
Real property bequests with deed references
Residuary estate — 3 distribution options
Guardian nomination for minor children
Personal Representative appointment + powers
Pet care provisions
Digital assets & online account directives
Survivorship, anti-lapse, and governing law
Witness attestation blocks
Self-proving affidavit (notary optional)
Step-by-step execution instructions

Who This Is For

  • Residents with straightforward estates
  • Individuals who want a solid will without attorney fees
  • Married couples (each spouse needs their own)
  • Anyone ready to get their affairs in order

NOT Appropriate For

  • Business owners with complex ownership interests
  • Blended families with competing inheritance claims
  • Property owners in multiple states
  • Taxable estates (over federal exemption)

Legal Disclaimer

This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed New York attorney for advice specific to your situation.

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Microsoft Word (.docx) — fully editable
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