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: Our View on Legal Advice
You are not required to have an attorney to establish a trust with Alabama Family Trust. However, we do not provide legal advice. Our staff is happy to assist you in properly completing our trust documents; however, we cannot tell you what you should do to qualify for Supplemental Security Income (SSI) or Medicaid benefits. We recommend that you seek legal counsel to guide you in properly obtaining SSI and Medicaid benefits.
Downloadable and Fillable Forms
These fillable forms should be able to be used as follows:
- Click on the form.
- Type your information.
- Print your form.
- Close form and all your information will not be saved or recovered. Now the form is back to its original state for the next user.