If your order includes trust or entity formation, we need to know who holds each office. Fill in a name for every role that applies to your structure — leave any role blank if it doesn't apply or isn't decided yet, and note that below.
Don't fill this out:
Individual Revocable Living Trust
The Trustor initially serves as their own Trustee while living and competent. Successor Trustees listed above take over, in order, only if the Trustor is unable or unwilling to continue serving.
California Irrevocable Non-Grantor Complex Trust
Recurring compliance task, not a one-time office: an annual review by the Trustees and tax advisor of every power held by the Grantor/Administrative Trustee, to confirm nothing has drifted into grantor-trust treatment. We'll calendar this once your trust is active.
Statutory / Business Trust
Procedural items — check off any already handled on your end:
Which open roles should we help you fill first? List up to four, in order.
This submits over this site's encrypted HTTPS connection. Names on this form identify roles within your own trust and entity structure — if any role isn't decided yet, leave it blank and let us know in the priority list above.
