Trust Package Options

Most of our trust types are available in two package levels: Essential and Premium. Both include the core documents needed to complete the trust. The Premium Package adds additional form options for situations that require more detailed trustee or successor‑trustee arrangements. The Special Needs Trust is offered as a single‑package option.

The Essential Package includes all standard documents and allows for the appointment of one successor trustee and one alternate successor trustee. This package uses standard typefaces for clear, consistent formatting.

The Premium Package includes all Essential features and adds support for non‑standard arrangements, such as different Grantors and Trustees or multiple successor trustees. This package also uses premium, high‑legibility typefaces for enhanced readability.