Trust Application


A Trust is an especially helpful estate-planning tool, which can be used to transfer property or assets to a third party while avoiding probate upon death. A Trust is created by a “settlor” who transfers some or all of his property to a “trustee”.

{{ application.entity.type='trust' }}
Grantor/Creator Information {{application.person.type = "grantor"}}

Your legal first name is required.

Your legal last name is required.

SSN Must match to continue.

Trustee Information {{application.secondaryPerson.type = "trustee"}}

Your legal first name is required.

Your legal last name is required.

SSN Must match to continue.

Trustee Address (No PO Boxes) {{application.address.type = "default"}}
Mailing Address (PO Boxes Allowed) {{application.mailingAddress.type = "mailing"}}
Dates
Contact Information

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Important Note: To continue to step 3 of your application you must fill out all required fields in the application above.