Create your Financial Trust from scratch

Step 1: Start with DocHub's free trial.

Go to the DocHub website and sign up for the free trial. This gives you access to every feature you’ll need to build your Financial Trust with no upfront cost.

Step 2: Navigate to your dashboard.

Log in to your DocHub account and navigate to the dashboard.

Step 3: Craft a new document.

Hit New Document in your dashboard, and select Create Blank Document to design your Financial Trust from scratch.

Step 4: Utilize editing tools.

Insert different elements such as text boxes, radio buttons, icons, signatures, etc. Arrange these fields to suit the layout of your document and assign them to recipients if needed.

Step 5: Organize the form layout.

Rearrange your document quickly by adding, repositioning, deleting, or merging pages with just a few clicks.

Step 6: Create the Financial Trust template.

Transform your freshly designed form into a template if you need to send many copies of the same document repeatedly.

Step 7: Save, export, or distribute the form.

Send the form via email, distribute a public link, or even publish it online if you aim to collect responses from more recipients.