Trust
Trust Title:
Date:
Trustee(s):
Grantor(s):
Type: Revocable Trust (TTEE/Grantors same - no notary required) ; Other Revocable Trust; Irrevocable Trust - (GRAT, CRUT OR CRAT); Testamentary Trust
Trust Document in LF (Full document for our records) - YES or NO
Source of Funds:
Purpose of Account:
Forms Required:
-Trust Application
-Trust Document Pages - Title Page, trustee and grantor page(s), signature page(s)
-MoneyLink/Journal/POA - ?
-IAA Addendum (if current client)