Create your Individual Trust Form from scratch

Step 1: Access DocHub to set up your Individual Trust Form.

Begin by accessing your DocHub account. Utilize the pro DocHub functionality free for 30 days.

Step 2: Navigate to the dashboard.

Once logged in, head to the DocHub dashboard. This is where you'll create your forms and handle your document workflow.

Step 3: Create the Individual Trust Form.

Click on New Document and select Create Blank Document to be taken to the form builder.

Step 4: Design the form layout.

Use the DocHub toolset to insert and configure form fields like text areas, signature boxes, images, and others to your document.

Step 5: Insert text and titles.

Include needed text, such as questions or instructions, using the text tool to guide the users in your document.

Step 6: Customize field settings.

Modify the properties of each field, such as making them mandatory or formatting them according to the data you expect to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Individual Trust Form, make a final review of your document. Then, save the form within DocHub, transfer it to your selected location, or share it via a link or email.