Page 1.
Fill in the Beneficial Trust Name and Address, Telephone and Email of Trustee.
Page 2.
- Name a non-relative Settlor and fill in their info, remember the Settlor can NEVER be a Trustee, Compliance Overseer or Beneficiary.
- Name an Initial Trustee and fill in their Name, SSN and Address.
- Name an Initial Co-Trustee and fill in their Name, SSN and Address. (Note: If Initial Trustee is married, the spouse should be listed as Co-Trustee)
- Name a Compliance Overseer and fill in their Name, SSN and Address.
Page 3.
Name the Co-Compliance Overseer and fill in their information.
Name the Successor Co-Compliance Overseer and fill in their information.
Name the Beneficiaries.
Page 4.
Information only
Page 5.
Information only
Page 6.
- Fill in Purchaser’s name, address and phone number.
- Fill in Purchaser’s email address.
- Fill in the name of the Trust.
- Purchaser (May be the Trustee and/or Compliance Overseer) signs and dates. Use a date you choose as start the date of the Trust.
- Print the name of the Purchaser.
