N.M. Stat. § 46A-10-1013
Certification of trust.
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;
(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;
(8)
the manner of taking title to trust property; and
(9)
if an action is to be undertaken through an agent, that delegation of the
action to an agent is not prohibited by the trust instrument.
B. A certification of trust may be signed or otherwise authenticated by any trustee.
The recipient of a certification of trust that will be used to affect title to real property may
require the certification to be acknowledged by a trustee so as to allow it to be recorded.
C. A certification of trust must state that the trust has not been revoked, modified or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 that 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.