• Basic Trust

    Information Submission Form
  • Trust Information

    Please Read Instructions Before Proceeding
  • Below you will need to provide the following information:

    1. The name of the person(s) creating the trust (if that is you, just input your name);
    2. A person (or persons) who you want as Trustee(s);
    3. A beneficiary (you can have as many as you'd like);
    4. A description of the trust propety;* 
    5. Instructions for the Trustee(s) to follow; and
    6. The name of the trust (you can name your trust whatever you'd like (most people use the name of the beneficiary)).
    7. Finally, you'll need to choose whether this trust is revocable or irrevocable. 

    For Example:

    "I direct that my trustee shall manage the trust property and shall distribute it to the named beneficiary when said beneficiary attains the age of 18."

    *NOTE: If the trust property is real property (i.e. land, home, etc.) you will have to provide the mailing address or the [city], [county], [state], and [zip code] of where the property is located.  You will also have to execute a Quit-Claim deed transfering the property to the trust.

     

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