Funded trust 2026

1. Click ‘Get Form’ to open the funded trust document in the editor.
2. Begin by entering the date of the trust agreement and the names and addresses of both Grantors in the designated fields.
3. In Section I, specify the assets being transferred to the Trustee. Ensure you list any life insurance policies included in Schedule A.
4. Complete Section III by detailing any contributions made while both Grantors are alive, including withdrawal rights for their children.
5. Fill out Section IV regarding distributions, specifying how funds will be managed and distributed upon the death of either Grantor.
6. In Section V, confirm the name of the initial Trustee and provide details on resignation procedures if applicable.
7. Review all sections for accuracy before saving your changes. Utilize our platform's features to sign and share your completed document securely.

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