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 Models

Investment Models Report – Oct. 2011

Items Normally Reimbursed

Disbursement Request Form

Mileage Form

Administrative Costs Structure