Business Trust Application

Please complete the following application to provide the information required to establish your Business Trust.

This information will be reviewed by the legal team before trust documents are prepared.

Please type carefully and ensure all names and addresses are spelled correctly.

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 *

Please provide the basic information for your Business Trust.
Do not use your personal family name in the trust name.

Trust Name

Do not use your personal family name. The name cannot begin with “The”.

Trust Street Address

Trust City

Trust State

Trust Zip Code

Trust County / Parish / Commonwealth

The Compliance Steward maintains compliant control over the trust and has authority to add or remove trustees and beneficiaries.

You may list one or two compliance stewards. If there is only one, type NONE in the second compliance steward field.

Initial Compliance Steward Name *

Initial Compliance Steward Street Address

Initial Compliance Steward State

Initial Compliance Steward Zip Code

Initial Compliance Steward County

Second Compliance Steward Name

Second Compliance Steward Street Address

Second Compliance Steward City

Second Compliance Steward State

Second Compliance Steward Zip Code

Second Compliance Steward County

Successor Compliance Steward(s) *

List individuals who will take over compliance stewardship if the initial stewards become incapacitated or unavailable.

The Trustee is responsible for managing the trust and carrying out its operations according to the trust agreement.

Only one Initial Trustee may be listed. If there is a second trustee, they should be listed as Second Trustee.

Initial Trustee Name *

Initial Trustee Street Address

Initial Trustee City

Initial Trustee State

Initial Trustee Zip Code

Initial Trustee County

Second Trustee Name

Second Trustee Street Address

Second Trustee City

Second Trustee State

Second Trustee Zip Code

Second Trustee County

Successor Trustee(s) *

List individuals who should take over trustee responsibilities if the current trustee becomes incapacitated or unavailable.

Please list the beneficiary of the Business Trust.

In most cases, the Family Trust is listed as the beneficiary of the Business Trust.

Do not list trustees or compliance stewards as beneficiaries.

Beneficiary Name 1 *

Beneficiary Name 2

Beneficiary Name 3

Beneficiary Name 4

Beneficiary Name 5

Beneficiary Name 6

Beneficiary Name 7

Beneficiary Name 8

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.