Most Frequently Used Documents by Representatives
Trust Disbursement Request Form
Mileage Form – Vehicle Owned by Alabama Family Trust
Mileage Form – Vehicle Not Owned by Alabama Family Trust
Pre-need Funeral Disbursement Form
Read this blog post to understand why Pre-need Funeral Plans are important with Special Needs Trusts.
How to Use Online Documents
- Click on the form and type in your information.
- Print the completed form. Once you close the form, your information will not be saved or recovered in order to preserve the confidentiality of your information.
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Documents for Setting up a Trust
Please take some time to carefully read these documents as you consider setting up a trust. We’ll be happy to answer any questions you have, however, our staff does NOT provide legal advice. We strongly recommend that you meet with a qualified attorney to make sure that you set up the correct kind of trust for your situation.
Alabama Family Trust: Our View on Legal Advice
You are not required to have an attorney to establish a trust with us. However, Alabama Family Trust does not provide legal advice. Our staff is happy to assist you in properly completing our trust documents, but our staff cannot tell you what you should do to qualify for Supplemental Security Income (SSI) or Medicaid benefits or determine the right type of trust for your specific situation.
We recommend that you seek legal counsel.
First-Party Irrevocable Trust Agreement
First-Party Irrevocable Trust Notice – Trust funds are frozen at Beneficiary’s death
Third-Party Revocable Trust Agreement
Third-Party Irrevocable Trust Agreement
Investment Objectives and Risk Tolerance Questionnaire
Read this blog post “Start at the End – Pre-Need Funerals Plans” and then review the Pre-need Funeral Disbursement Form.
More information
Waiver Release Trust Account Information
Schedule of Trustee Fees & Costs
Caregiver Tax Responsibilities
Documents Relating to Vehicles for Beneficiaries
Mileage Form – Vehicle Owned by Alabama Family Trust
Mileage Form – Vehicle Not Owned by Alabama Family Trust
Vehicle Purchase Information Sheet
Charitable Trust Grants
Charitable Trust Grant Request Form
Investment Information
Click to read: 2020 Warren Averett Asset Management – Alabama Family Trust Summary
Warren Averett Fund Returns – June 2020
Sample Monthly Individual Statement
Welcome to Warren Averett Portal
Notice to AFT Beneficiaries re Warren Averett – April 2018
Statute That Governs Alabama Family Trust
Alabama Family Trust was set up by the Alabama Legislature in 1994 and has served Alabamians as the only non-profit, pooled trust company in the state. The special needs trusts we manage benefit children, adults, and seniors with disabilities and other special needs. The trusts help the beneficiaries in ways that complement government programs such as SSI and Medicaid and do not replace the benefits from those programs. These special needs trusts range in size from $1,500 to millions. Statute