Family Trust Application

Please complete the information below to establish your Family Trust. This trust will hold and protect your beneficiaries and work alongside your Business Trust structure.

Before we begin your Trust Application, please confirm your name and email so we can securely save your progress and associate your responses with your file.

Full Name *

Email *

Family Trust Information

Family Trust Name

Family Trust Address

Family Trust City

Family Trust State

Family Trust Zip Code

Family Trust County

Compliance Stewards

Compliance Stewards have control over the trust and can make changes to management and beneficiaries.

Family Trust Initial Compliance Steward Name

Family Trust Initial Compliance Steward Address

Family Trust Second Compliance Steward Name

Family Trust Second Compliance Steward Address

Family Trust Successor Compliance Stewards

Trustees

Trustees manage the trust and carry out its responsibilities.

Family TrustInitial Trustee Name

Family Trust Initial Trustee Address

Family Trust Second Trustee Name

Family Trust Second Trustee Address

Family Trust Successor Trustees

Beneficiaries ⚠️ MOST IMPORTANT

List the individuals who will benefit from this trust (children, spouse, etc.).

Family Trust Beneficiary 1 Name

Family Trust Beneficiary 2 Name

Family Trust Beneficiary 3 Name

Family Trust Beneficiary 4 Name

Family Trust Beneficiary 5 Name

Family Trust Beneficiary 6 Name

Family Trust Beneficiary 7 Name

(children, spouse, etc.)

Notes (optional)

Family Trust Notes

Please review all information before submitting your application.

Incorrect spelling of names or addresses may delay preparation of your trust documents.

Once submitted, Marcie will review your application and contact you within 1–2 business days.