INSTRUCTIONS FOR COMPLETING APPLICATION
- Complete Your Name, Your Address etc. as usual.
- 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.
- 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.
- You are the Investor(s).
- You must List what you are exchanging into the Trust.
- The Creator appoints you as First Trustee.
- You appoint a second Trustee, if applicable.
- You must name at least ONE Successor Trustee, but it CANNOT be YOU.
Indicator Information Institute
Carol Werelius, Executive Trustee
Jim Knox, Executive Trustee
Call: 877-333-5018 10 am to 5 pm EST – eMail: email@example.com
The cost of a Charitable Trust is $1,695.00 each.