Trust Information Form

Full Name of “Settlor” and Primary Trustee:

COUNTY (or burough, parish, independent city) where the Settlor resides:

What STATE does the Settlor reside in?

Co-Trustee(s) full name(s) (leave blank if none):

What is the Successor Trustee’s Full name?

Beneficiary(ies) (Full Name: First Middle Last):

What would you like to name the Trust?

Your email

Your Phone Number

Your message (optional)

By clicking Send Information above, I will contact you to verify your information, make sure there are no changes that need made and complete payment of $79. I will then get the trust creation started. Thank you!