Most Frequently Used Documents by Representatives
Trust Disbursement Request Form
Request for Recurring Disbursements 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.
Documents for Setting up a Trust
Please take some time to carefully read these documents as you consider setting up a trust. 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.
More information
Waiver Release Trust Account Info
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
Charitable Trust Grants
Charitable Trust Grant Request Form
Documents for True Link Cards
True Link Request FormBeneficiary True Link Agreement
True Link Required Information
Checking Your True Link Card Balance
Investment Information
Click to read: 2020 Warren Averett Asset Management – Alabama Family Trust Summary
Warren Averett Fund Returns – March 2021
Sample Monthly Individual Statement
Welcome to Warren Averett Portal
Notice to AFT Beneficiaries re Warren Averett – April 2018