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.
Information about setting up a trust with AFT
The Alabama Family Trust agreement
Addendum to the Alabama Family Trust agreement
Instructions for the investment options agreement
The investment options agreement
Alabama Family Trust disbursement request form
The documents above are in PDF format. You will need the Adobe Acrobat Reader to view or print them, which is available for free here.
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