Client Data Form

The form below is used to collect the data that we need to do the administrative function for a Charitable Remainder Trust.

It may be a good idea to give us a call (800) 572-6394 before a trust is drafted and funded to make sure the proper steps are followed.

A Trust Administration Agreement should be signed before the following form is begun. The appropriate fee, as stated in the agreement, should be sent with the contract. However, call us for help putting the transaction together.

Just call our toll free number and we will help you with the parts of the form that may not be clear.

Donor Information

 

Trustee Information

 

Financial Advisor Information

 

Trust Information

 

Trust Funding Information

  • Closely held stock and real estate require a qualified appraisal by a qualified appraiser.
 

Verification