(a) Instead of furnishing a copy of the trust instrument to a person other than a beneficiary, 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 in a pending transaction or relevant to the request;
(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 name in which title to trust property may be taken.
(b) A certification of trust may be signed or otherwise authenticated by any trustee.
(c) A certification of trust must state that the trust has not been revoked, modified, or amended in any manner that would cause the representations contained in the certification of trust to be incorrect.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 need not contain the dispositive terms of a trust.
(e) A recipient of a certification of trust 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 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 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 or excerpts 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.
Structure Code of Alabama
Title 19 - Fiduciaries and Trusts.
Chapter 3B - Alabama Uniform Trust Code.
Section 19-3B-101 - Short Title.
Section 19-3B-103 - Definitions.
Section 19-3B-104 - Knowledge.
Section 19-3B-105 - Default and Mandatory Rules.
Section 19-3B-106 - Common Law of Trusts; Principles of Equity.
Section 19-3B-107 - Governing Law.
Section 19-3B-108 - Principal Place of Administration.
Section 19-3B-109 - Methods and Waiver of Notice.
Section 19-3B-110 - Others Treated as Qualified Beneficiaries.
Section 19-3B-111 - Nonjudicial Settlement Agreements.
Section 19-3B-112 - Rules of Construction.
Section 19-3B-201 - Role of Court in Administration of Trust.
Section 19-3B-202 - Jurisdiction Over Trustee and Beneficiary.
Section 19-3B-203 - Subject Matter Jurisdiction.
Section 19-3B-205 - Judicial Accountings and Settlements.
Section 19-3B-301 - Representation: Basic Effect.
Section 19-3B-302 - Representation by Holder of Power of Appointment.
Section 19-3B-303 - Representation by Fiduciaries and Ancestors.
Section 19-3B-304 - Representation by Person Having Substantially Identical Interest.
Section 19-3B-305 - Appointment of Representative.
Section 19-3B-401 - Methods of Creating Trust.
Section 19-3B-402 - Requirements for Creation.
Section 19-3B-403 - Trusts Created in Other Jurisdictions.
Section 19-3B-404 - Trust Purposes.
Section 19-3B-405 - Charitable Purposes; Enforcement.
Section 19-3B-406 - Creation of Trust Induced by Fraud, Duress, or Undue Influence.
Section 19-3B-407 - Evidence of Oral Trust.
Section 19-3B-408 - Trust for Care of Animal.
Section 19-3B-409 - Noncharitable Trust Without Ascertainable Beneficiary.
Section 19-3B-410 - Modification or Termination of Trust; Proceedings for Approval or Disapproval.
Section 19-3B-411 - Modification or Termination of Noncharitable Irrevocable Trust by Consent.
Section 19-3B-414 - Modification or Termination of Uneconomic Trust.
Section 19-3B-415 - Reformation to Correct Mistakes.
Section 19-3B-416 - Modification to Achieve Settlor's Tax Objectives.
Section 19-3B-417 - Combination and Division of Trusts.
Section 19-3B-501 - Rights of Beneficiary's Creditor or Assignee.
Section 19-3B-502 - Spendthrift Provision.
Section 19-3B-503 - Exceptions to Spendthrift Provision.
Section 19-3B-504 - Discretionary Trusts; Effect of Standard.
Section 19-3B-505 - Creditor's Claim Against Settlor.
Section 19-3B-506 - Overdue Distribution.
Section 19-3B-507 - Personal Obligations of Trustee.
Section 19-3B-508 - Qualified Trusts Under the Internal Revenue Code.
Section 19-3B-601 - Capacity of Settlor of Revocable Trust.
Section 19-3B-602 - Revocation or Amendment of Revocable Trust.
Section 19-3B-603 - Settlor's Powers; Powers of Withdrawal.
Section 19-3B-701 - Accepting or Declining Trusteeship.
Section 19-3B-702 - Trustee's Bond.
Section 19-3B-703 - Co-Trustees.
Section 19-3B-704 - Vacancy in Trusteeship; Appointment of Successor.
Section 19-3B-705 - Resignation of Trustee.
Section 19-3B-706 - Removal of Trustee.
Section 19-3B-707 - Delivery of Property by Former Trustee.
Section 19-3B-708 - Compensation of Trustee.
Section 19-3B-709 - Reimbursement of Expenses.
Section 19-3B-801 - Duty to Administer Trust.
Section 19-3B-802 - Duty of Loyalty.
Section 19-3B-803 - Impartiality.
Section 19-3B-804 - Prudent Administration.
Section 19-3B-805 - Costs of Administration.
Section 19-3B-806 - Trustee's Skills.
Section 19-3B-807 - Delegation by Trustee.
Section 19-3B-808 - Powers to Direct.
Section 19-3B-809 - Control and Protection of Trust Property.
Section 19-3B-810 - Recordkeeping and Identification of Trust Property.
Section 19-3B-811 - Enforcement and Defense of Claims.
Section 19-3B-812 - Collecting Trust Property.
Section 19-3B-813 - Duty to Inform and Report.
Section 19-3B-814 - Discretionary Powers; Tax Savings.
Section 19-3B-815 - General Powers of Trustee.
Section 19-3B-816 - Specific Powers of Trustee.
Section 19-3B-817 - Distribution Upon Termination.
Section 19-3B-818 - Life Insurance Policies Held by Trustee.
Section 19-3B-901 - Prudent Investor Rule.
Section 19-3B-902 - Standard of Care; Portfolio Strategy; Risk and Return Objectives.
Section 19-3B-903 - Diversification.
Section 19-3B-904 - Duties at Inception of Trusteeship.
Section 19-3B-905 - Reviewing Compliance.
Section 19-3B-906 - Language Invoking Standard of Prudent Investor Rule.
Section 19-3B-1001 - Remedies for Breach of Trust.
Section 19-3B-1002 - Damages for Breach of Trust.
Section 19-3B-1003 - Damages in Absence of Breach.
Section 19-3B-1005 - Limitation of Action Against Trustee.
Section 19-3B-1006 - Reliance on Trust Instrument.
Section 19-3B-1007 - Event Affecting Administration or Distribution.
Section 19-3B-1008 - Exculpation of Trustee.
Section 19-3B-1009 - Beneficiary's Consent, Release, or Ratification.
Section 19-3B-1010 - Limitation on Personal Liability of Trustee.
Section 19-3B-1011 - Interest as General Partner.
Section 19-3B-1012 - Protection of Person Dealing With Trustee.
Section 19-3B-1013 - Certification of Trust.
Section 19-3B-1201 - Uniformity of Application and Construction.
Section 19-3B-1202 - Electronic Records and Signatures.
Section 19-3B-1203 - Severability Clause.
Section 19-3B-1204 - Application to Existing Relationships.
Section 19-3B-1301 - Trust Concerning Lands Required to Be in Writing.
Section 19-3B-1302 - Trust Void as to Creditors or Purchasers Without Notice.
Section 19-3B-1303 - Trust Estate Not Descendible Upon Death of Trustee.
Section 19-3B-1304 - Trusts for Employees or Self-Employed Persons.
Section 19-3B-1305 - Trusts Consisting of Insurance Policies or Proceeds.
Section 19-3B-1306 - Procedures for Release of Trustee From Duties.