INSTRUCTIONS FOR COMPLETING APPLICATION
1. Complete Your Name, Your Address etc. as usual.
2. Name the Trust. Anything that sounds good to you is OK. Try for a strong sounding name. DO NOT use your surname or sequential numbering, e.g. My Trust #1, My Trust #2, etc. That would indicate there is more than one.
3. Name the Creator; a third party is necessary for the Creation of the Trust and Appointment of the First Trustee. This person has no further obligation, liability or authority in the Trust.
4. You are the Investor(s).
5. The Creator appoints you as First (and Second) Trustee Nominee(s).
6. You must name at least one Successor Trustee.
The cost of a Charitable Trust is $1,695.00 each.