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.
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.
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.
We recommend that you seek legal counsel to guide you in properly obtaining SSI and Medicaid benefits.
Charitable Trust Grants
Warren Averett Monthly Summary – January 2019