Can this statement be signed electronically?

Yes. Electronic signatures meet federal ESIGN standards (15 U.S.C. §7001) and UETA in most states; verify any recipient-specific rules before relying on e-signatures.

When is notarization required?

Notarization depends on the receiving institution and state law; deeds and some title transfers typically require a notary and may require witnesses.

Is remote online notarization (RON) acceptable?

Many states permit permanent RON; requirements vary. Confirm the state's notary commission rules and retention requirements for audio-video recordings.

What supporting documents should I include?

Include trustee ID, trust EIN, a certified or redacted excerpt of the trust if requested, and any institutional forms or certifications of trust.

Who should sign the statement?

A current trustee or an authorized agent should sign, indicating capacity 'as trustee'. Attach proof of authority if the trustee is not the original grantor.

How long should I keep signed statements?

Retain for the trust's administration plus at least three years for tax records; some industries and states require longer retention periods.

Electronic Signature
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Trust Registration Statement

Trust Registration Statement

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TRUST REGISTRATION STATEMENT

District Court Denver Probate Court

Court Address:

County,

IN THE MATTER OF THE TRUST CREATED BY:

Settlor Testator

Attorney or Party Without Attorney (Name and Address):

Phone Number:

E-mail:

FAX Number:

Atty. Reg.#:

COURT USE ONLY

▲

Case Number:

Registration Number:

Division

Courtroom

TRUST REGISTRATION STATEMENT

Trustee (name):

(address)

The records of this trust are kept at the principal place of administration, which is in

County * at (address)

This trust has not been registered elsewhere.

has been registered previously on (date) with the

Court, County of State of

A release of prior registration in such other state is is not attached.

This is a testamentary trust established by the Will of

which Will was admitted to probate on (date) by the

Court in the County of

State of Case No. with

an inter vivos trust established by

as settlor with

original trustee(s) in a written instrument dated

an oral trust established on (date) by

as settlor with

as original trustee(s). Attached is Exhibit A setting forth the additional

information as required by §15-16-102(2)(c), C.R.S.

The undersigned trustee acknowledges the existence of this trust and submits to the jurisdiction of this Court in any proceeding relating to this trust. Within 30 days of registration, the trustee represents that trustee shall comply with §15-16- 303(2), C.R.S.**

DATE:

Signature of Trustee

* File this Registration Statement in the county where the trust is being administered (§15-16-101(1), C.R.S.) For further requirements, see §§15-11-901 and 15-16-101, C.R.S. and Rule 8.6, C.R.P.P.

** The requirements of §15-16-303(2), C.R.S. may be satisfied by mailing a copy of this statement to entitled persons. See also §15-10-403, C.R.S.

CPC 38 R7/02 TRUST REGISTRATION STATEMENT Page 1 of 2

This form conforms in substance to CPC 38.

INFORMATION OF TRUST REGISTRATION *

TO:

You are a beneficiary with a present interest, or you represent a beneficiary with a future interest, in the trust(s) described in the above Trust Registration Statement.

The name of the trust(s) is/are:

Upon reasonable request, you are entitled to information about this trust and its administration (§15-16-303, C.R.S).

DATE:

Signature of Trustee

* It is not necessary that the Information portion of this form be completed on the copy of the Statement filed with the Court.

CPC 38 R7/02 TRUST REGISTRATION STATEMENT Page 2 of 2

This form conforms in substance to CPC 38.

What a Trust Registration Statement Is

A Trust Registration Statement documents a trust's basic details for third parties such as banks, title companies, or state registries. It typically summarizes the trust name, trustee(s), grantor(s), trust date, tax identification, and powers granted. The statement is used to establish authority, open accounts, transfer assets, or provide proof of the trust's existence without disclosing confidential trust terms.

Why a Trust Registration Statement Matters

A concise registration statement clarifies who may act for the trust, reduces friction when transacting assets, and preserves legal enforceability under federal e-signature frameworks such as the ESIGN Act (15 U.S.C. ch. 96) and state UETA statutes.

Typical Parties Who Prepare or Receive This Statement

Use the statement to streamline transactions that require demonstrated trust authority while minimizing disclosure of the trust instrument itself.

Trustees and successor trustees preparing proof of authority for banks, title companies, and custodians.
Financial institutions and transfer agents verifying signatory authority for account openings and asset transfers.
Estate planning attorneys and trust administrators assembling client records and providing beneficiary notices.

Core Elements to Include in a Professional Statement

A well-structured Trust Registration Statement presents essential facts clearly, limits extraneous detail, and cites the authority for signatures and transactions related to the trust.

Trust Name

Full legal name of the trust exactly as on the trust instrument.

Date of Trust

Trust creation date in MM/DD/YYYY format to identify the governing instrument.

Trustee Details

Trustee names, contact information, and mailing addresses for verification.

Trust Tax ID

EIN or TIN used for financial accounts and tax reporting.

Powers & Limits

Concise statement of trustees' powers relevant to the transaction at hand.

Signature Blocks

Signature lines for trustees, date, and notary or witness entries if required.

Step-by-Step: Completing a Trust Registration Statement

Follow this sequence to prepare, verify, and deliver a Trust Registration Statement so third parties can confirm authority quickly and reliably.

01

Collect Documents: Gather the trust instrument, amendment pages, and trustee ID documents for reference.
02

Draft Statement: Populate trust name, date, trustee details, and concise authority language.
03

Authenticate Signatures: Sign in front of required witnesses/notary or use an accepted RON process where allowed.
04

Deliver and Confirm: Provide the statement to the requesting party and retain a copy for records.

Typical Digital Workflow Settings for Online Completion

Configure the online form to require identity checks, enforce field validation, and record an audit trail for legal defensibility.

Field	Configuration
Required Fields	Trust Name \| Trustee Name \| Signature
Authentication	Email link + SMS code or stronger KBA where needed
Audit Trail	Enable IP, timestamp, and action history capture
Storage	Save signed PDF/A with tamper-evident certificate

Digital Submission Flow for a Trust Registration Statement

Digital workflows reduce time and preserve evidence of consent; configure signer identity and storage before sending.

Upload Document: Upload the filled statement as PDF or DOCX for conversion.
Place Fields: Add signature, date, and optional notarization or witness fields.
Send to Signer: Deliver via email link or secure signing portal.
Capture Audit Trail: Record timestamps, IP address, and authentication method used.

Platform Capabilities to Support eSubmission

Confirm the recipient institution accepts the chosen authentication and notarization approach before relying on e-submission.

Authentication Options: Email, SMS, KBA, or advanced methods
Document Formats: PDF, DOCX, and PDF/A export
Integrations: CRM, account opening, and document storage

Security and Compliance Essentials for Digital Statements

Encryption: TLS 1.2/1.3; AES-256 at rest

Privacy Standards: HIPAA-compliant with BAA option

Audit Trail: Comprehensive timestamp and event log

Regulatory Compliance: ESIGN and UETA support

Certifications: SOC 2 Type II; ISO 27001

Accessibility: WCAG 2.0 Level AA support

Key Penalties and Risks of Errors or Omissions

Account Rejection: Delay or denial of account opening

1099 Backup Withholding: 24% backup withholding risk

1099 Filing Penalty: $60–$330 per form (IRC §6721)

I-9 Paperwork Violation: $281–$2,789 per violation

Notarization Failure: Voidable transactions in some states

Fraud Exposure: Intentional misstatement can carry civil/criminal risk

Common Preparation Mistakes to Avoid

Using an informal or abbreviated trust name that does not match the trust instrument, causing institutional rejections and delays.
Omitting the trustee's title or signing capacity (for example, signing personally instead of 'as trustee'), which can invalidate authority for transfers.
Failing to notarize or witness when the recipient requires a notarized certification, leading to refused acceptance or return requests.
Submitting inconsistent Tax ID or Social Security numbers that trigger backup withholding or additional verification steps.

eSignature Pricing and Feature Comparison for Trust Documents

Comparing representative vendor pricing and key feature availability to support secure completion and delivery of Trust Registration Statements.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies	Varies	Varies	Varies
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently Asked Questions About Trust Registration Statements

Answers to common questions about form content, signing methods, notarization, and filing to help avoid routine delays.

Need help? Contact support

Can this statement be signed electronically?
Yes. Electronic signatures meet federal ESIGN standards (15 U.S.C. §7001) and UETA in most states; verify any recipient-specific rules before relying on e-signatures.
When is notarization required?
Notarization depends on the receiving institution and state law; deeds and some title transfers typically require a notary and may require witnesses.
Is remote online notarization (RON) acceptable?
Many states permit permanent RON; requirements vary. Confirm the state's notary commission rules and retention requirements for audio-video recordings.
What supporting documents should I include?
Include trustee ID, trust EIN, a certified or redacted excerpt of the trust if requested, and any institutional forms or certifications of trust.
Who should sign the statement?
A current trustee or an authorized agent should sign, indicating capacity 'as trustee'. Attach proof of authority if the trustee is not the original grantor.
How long should I keep signed statements?
Retain for the trust's administration plus at least three years for tax records; some industries and states require longer retention periods.

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