In Wyoming, you have a specific legal right under Wyoming Statute § 4-10-1014 to provide a “Certification of Trust” instead of your full, private trust document to banks or other institutions.
This document proves you have the authority to act for the LLC without revealing who your beneficiaries are or how much they are inheriting.
Certification of Trust (Wyoming Statutory Form)
1. TRUST IDENTIFICATION
- Name of Trust: [Full Name of Your Trust, e.g., The John Doe Revocable Living Trust]
- Date of Execution: [Date you signed the original trust]
- Settlor(s): [Your Full Name(s)]
- Tax ID Number: [Your SSN or the Trust’s EIN]
2. CURRENT TRUSTEE(S)
- Name: [Your Name]
- Address: [Your Address or Registered Agent’s Address]
3. REVOCABILITY
- This trust is REVOCABLE.
- The person(s) holding the power to revoke this trust is/are: [Your Name].
4. TRUSTEE POWERS
The Trustee(s) have the power to manage, sell, and transfer all real and personal property held by the Trust, including the power to open, maintain, and manage business bank accounts for any LLC owned by the Trust.
- Signing Authority: [Check one] ( ) Any one Trustee may sign. ( ) All Trustees must sign.
5. TAX TITLE
Assets held by the Trust should be titled as follows:
[Your Name], Trustee of the [Name of Trust] dated [Date of Trust].
6. AFFIRMATION
The undersigned Trustee(s) affirm that the trust has not been revoked, modified, or amended in any manner that would cause the representations contained in this certification to be incorrect.
SIGNATURE:
[Your Name], Trustee
Dated: [Today’s Date]
(Note: This document should be signed in the presence of a Notary Public to be accepted by a bank.)
How to use this with your Wyoming LLC
When you go to the bank, you are presenting a “linked” chain of authority:
- The LLC owns the account.
- The Trust owns the LLC (proven by your Assignment of Interest).
- You control the Trust (proven by this Certification of Trust).
A Quick Tip on “The Successor”
Banks often ask: “What happens if you die?” While you don’t have to list your kids/beneficiaries on this form, it is helpful to have a section that says:
“The Successor Trustee named in the Trust is [Name of Successor].” This gives the bank peace of mind that they know exactly who to talk to if you pass away, which is the whole point of avoiding probate.
Since we’ve covered the LLC, the Trust, and the Bank, is there any other asset—like a house or a specific stock platform—you need help “linking” to this setup?