Joint "Per Stirpes" Trust Package

This is the base trust package for TWO grantors who are also the trustees and desire to have a base per stirpes distribution. Specific distribution can be added in the form.

 

Joint "Per Capita" Trust Package

This is the base trust package for TWO grantors who are also the trustees and desire to have a base per capita distribution.  Specific distribution can be added in the form.

 

Single "Per Stirpes" Trust Package

This is the base trust package for one person, married or single, who is the grantor and the trustee and desires a base per stirpes distribution. Specific distribution can be added in the form.

 

Single "Per Capita" Trust Package

This is the base trust package for one person, married or single, who is the grantor and the trustee and desires a base per capita distribution. Specific distribution can be added in the form.

 

Joint Irrevocable Trust Package

This is the base trust package for two people who desire to have an Irrevocable trust. Distribution will be required in the form. This package only includes the Trust, Schedule A, an Affidavit, and Deputy Trustee forms.

 

Single Irrevocable Trust Package

 

This is the base trust package for one person, single or married, who desires an Irrevocable trust.  Distribution will be required in the form. This package only includes the Trust, Schedule A, an Affidavit, and Deputy Trustee forms.

 

Special Needs Trust Package

This is the trust package to establish an individual Special Needs trust.