Documents for Setting Up a First-Party 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.

Unfamiliar with Using Online Forms?

  • Click on a form and type in your information into the appropriate fields.
  • Print the completed form. In order to preserve the confidentiality of your information, once you close the form, your information will not be saved or cannot be recovered. 

Contact Us

Contact Alabama Family Trust via the contact link below to learn more about special needs trust funds.

Learn More