Important Documents

Take some time to carefully read these documents as you consider setting up a trust. Please contact us if you have any questions or need more information, and we’ll be happy to help you.

To save the documents to your computer, right-click on the links below, and select “Save link as…” from the menu.

Alabama Family Trust Fact Sheet

Requirements for Acceptance

W-9

Alabama Family Trust Agreement

Addendum to the Trust Agreement

Investment Options Agreement

Investment Strategies Report March 2012

Items Normally Reimbursed

Disbursement Request Form

Mileage Form

Administrative Costs Structure

Waiver Release Trust Account Information