Deposits and renewal fees can now be made through INtrust! Log in to your account to make a deposit or pay a renewal fee! If you need help, contact your account manager!

 

During the December Holidays, we will only be doing disbursements on Monday, December 23rd and Friday, January 3rd. The office will be CLOSED December 24th-26th and December 31st – January 1st.

 

Wishing you a safe holiday season!

Which Trust Do I Need?

Whose Money is going into the trust?

Trust I

Family or Friends’ Money

  • Parents planning for future inheritance
  • Gift from friends or family
  • Fundraising for a specific purchase

Trust I Joinder Agreement
Trust I Fee Sheet
Frequently Asked Questions About Trust I

Trust II

Individual’s Own Money

  • Earnings from employment
  • Social Security funds
  • Lawsuit settlement
  • Unexpected inheritance or gift to individual

Trust II Joinder Agreement
Trust II Fee Sheet
Frequently Asked Questions About Trust II

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