Single “Per Capita” Trust
Our base trust package tailored for an individual, whether married or single, who acts as both the grantor and trustee. This package includes a standard per capita distribution, but rest assured, you have the flexibility to add specific distributions directly in the form. We’re here to guide you through every step of the process.
Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for appointing a single successor trustee and a single alternate successor trustee. This package comes with standard typefaces, ensuring clarity and simplicity in all your documentation.
For those with more complex requirements, we offer our Premium Package. This package is specifically designed to accommodate non-standard needs, such as differing grantors and trustees, and multiple successor trustees. To enhance readability and ensure your documents meet the highest standards, this package also includes court-approved premium typefaces.
Our base trust package tailored for an individual, whether married or single, who acts as both the grantor and trustee. This package includes a standard per capita distribution, but rest assured, you have the flexibility to add specific distributions directly in the form. We’re here to guide you through every step of the process.
Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for appointing a single successor trustee and a single alternate successor trustee. This package comes with standard typefaces, ensuring clarity and simplicity in all your documentation.
For those with more complex requirements, we offer our Premium Package. This package is specifically designed to accommodate non-standard needs, such as differing grantors and trustees, and multiple successor trustees. To enhance readability and ensure your documents meet the highest standards, this package also includes court-approved premium typefaces.
Our base trust package tailored for an individual, whether married or single, who acts as both the grantor and trustee. This package includes a standard per capita distribution, but rest assured, you have the flexibility to add specific distributions directly in the form. We’re here to guide you through every step of the process.
Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for appointing a single successor trustee and a single alternate successor trustee. This package comes with standard typefaces, ensuring clarity and simplicity in all your documentation.
For those with more complex requirements, we offer our Premium Package. This package is specifically designed to accommodate non-standard needs, such as differing grantors and trustees, and multiple successor trustees. To enhance readability and ensure your documents meet the highest standards, this package also includes court-approved premium typefaces.