Oklahoma § 60-1609.7 - Certification of trust

§ 60-1609.7. Certification of trust

A. Instead of furnishing a copy of the trust instrument to a

person other than a beneficiary, and in lieu of or in addition to a

memorandum of trust under subsection A of Section 175.6 of Title 60

Oklahoma Statutes - Title 60. Property

of the Oklahoma Statutes, the trustee may furnish to the person a

certification of trust containing the following information:

1. That the trust exists and the date the trust instrument was

executed;

2. The identity of the settlor;

3. The identity and address of the currently acting trustee;

4. The powers of the trustee;

5. The revocability or irrevocability of the trust and the

identity of any person holding a power to revoke the trust;

6. The authority of co-trustees to sign or otherwise

authenticate and whether all or less than all are required in order

to exercise powers of the trustee;

7. The trust's taxpayer identification number; and

8. The manner of taking title to trust property.

B. A certification of trust under this section may be signed or

otherwise authenticated by any trustee.

C. A certification of trust under this section must state that

the trust has not been revoked, modified, or amended in any manner

that would cause the representations contained in the certification

of trust to be incorrect.

D. A certification of trust under this section need not contain

the dispositive terms of a trust.

E. A recipient of a certification of trust under this section

may require the trustee to furnish copies of those excerpts from the

original trust instrument and later amendments which designate the

trustee and confer upon the trustee the power to act in the pending

transaction.

F. A person who acts in reliance upon a certification of trust

under this section without knowledge that the representations

contained therein are incorrect is not liable to any person for so

acting and may assume without inquiry the existence of the facts

contained in the certification. Knowledge of the terms of the trust

may not be inferred solely from the fact that a copy of all or part

of the trust instrument is held by the person relying upon the

certification.

G. A person who in good faith enters into a transaction in

reliance upon a certification of trust under this section may

enforce the transaction against the trust property as if the

representations contained in the certification were correct.

H. A person making a demand for the trust instrument in

addition to a certification of trust under this section, or excerpts

of the trust instrument, is liable for damages if the court

determines that the person did not act in good faith in demanding

the trust instrument.

I. This section does not limit the right of a person to obtain

a copy of the trust instrument in a judicial proceeding concerning

the trust.

Oklahoma Statutes - Title 60. Property

ARTICLE 10

MISCELLANEOUS PROVISIONS

Added by Laws 2025, c. 254, § 71, eff. Nov. 1, 2025.