Copy of snippet "Trust"

Snippet Exchange
1

Trust

Trust
Copy to Text Blaze

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)

Snippet preview

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)