First-Party Irrevocable Trust Documents

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.    

Instructions for Opening a First-Party Irrevocable Trust

Trust Checklist for First-Party Irrevocable Trust

First-Party Irrevocable Trust Agreement

Case Management Assessment Participation

Case Management Assessment Release of Information

Confidential Information Form

Notice of Frozen Trust Account

Investment Objectives and Risk Tolerance Questionnaire

Investment Options Agreement

W-9

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