Trust Forms

Below you will find a list of commonly used trust forms.

One word of caution:  If you choose to use any of the forms provided here in MS Word format, please be advised that the appearance, page breaks, margins, fonts, and other aspects of the document that you prepare may be affected by the version of Word you are using.  Please be sure that the completed document conforms to all rules governing acceptable document format, particularly those stated in General Rule 14.  This includes but is not limited to the requirement that writing/printing shall appear on one side of the page only.

If you have questions about any of these forms, please contact the Ex Parte Department.

Trust Forms
Forms	MS Word	PDF
Addendum to Court Order and Trust Document
Declaration of Proposed Trustee
Fiduciary Investment Plan
Order Approving Trust and Granting other Relief
Order Directing Creation of Trust
Petition for Approval Court-Created Trust
Petition to Open Trust File
Receipt of Funds into Blocked Financial Account