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.
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Instructions for Opening a Third-Party Revocable Trust
Trust Checklist for Third-Party Revocable Trust
Schedule of Trust Fees and Costs
Third-Party Revocable Trust Agreement
Consent for Case Management Assessment
Case Management Assessment Release of Information
Confidential Information Form
Investment Objectives and Risk Tolerance Questionnaire
Third-party Trust Investment Options Agreement
W-9
Waiver Release Trust Account Info Form
WA New Fact Sheet for Capital Preservation Allocation