A Trust Certification (sometimes called a Trust Certificate, Extract of Trust, or Memorandum of Trust) can be presented instead of your entire trust document to anyone who asks to see your trust, such as a financial institution or title attorney.
When transferring ownership of your assets to your trust, some banks, financial companies, and clerks of court will need to confirm that your trust exists and that you - the trustee - have the authority to act on behalf of the trust. In many states and for many companies, the certification is a valid substitute for sharing your entire trust document. This allows you to keep more of your trust private and is often more convenient than providing the entire trust document.
When the original trustee passes away, resigns, or can't act as trustee for any other reason, generating a new trust certification and filling in the successor trustee's name can sometimes make transacting on behalf of the trust by the new trustee easier.