Family Trust Checklist

For the family trust that needs to be created, please fill out the following checklist and return it back ot us with your information attached.

General InformationProvide Details
1. Your Suggest three names for the family trust ordered in prefernece. (e.g. The Smith Family Trust)
2. Provide the full name, address of three trustees (one of them has to be non-family)


3. Provide the full name, address of settler who has to be third party. Role of settler is to contribute $10.00 to establish the trust.
4. Full name, address, and age of the beneficiaries of the trust.

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