Additional Forms

In addition to the Trust that was emailed, you need the following:

 

1) An Instruction Document. Read this first.:

Click here for the Instructions.   (Right click –> Save file as …)

2) A detailed instruction document (Optional. Goes into more detail.):

Click here for the Detailed Instructions.   (Right click –> Save file as …)

3) A form to make changes to the trust. This is in Microsoft Word Format, so it can be modified and used as many times as you want.

Click here for the Changes Form.   (Right click –> Save file as …)

4) A form to Add Trustees. This is in Microsoft Word Format, so it can be modified and used as many times as you want.

Click here for the Add-Trustee Form.   (Right click –> Save file as …)