Basic Trust Information Submission Form


A Trust is a legal document wherein you, the “Settlor,” place certain property in trust for the benefit of a named beneficiary (or beneficiaries).  You will also name a “Trustee” (or “Trustees”) that will be responsible for maintaining and distributing the Trust property per your instructions.

If you would like a Basic Trust, you’ve come to the right place.  Please read the instructions on each page of the following form before submitting your information.  Once you’ve submitted your information, we’ll immediately start working on your document and forward it back to you via your chosen delivery method. You will also receive an additional set of instructions for finalizing the document.  You must follow the additional set of instructions in order for your document to become legally valid.  But don’t worry, the additional instructions are simple and easy to follow. 

When you receive your document it is extremely important that you review it thoroughly.  We understand how important your legal document is and that’s why we’re going to give you 48 hours to contact us if you’d like us to make any changes, additions, or alterations to your document.