Completed the settlors details 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date of the Trust. Ensure this date is on or after the last signature date on page 8.
3. Fill in the settlor's details, including their name, address, and date of birth. If there are joint settlors, include both names and addresses.
4. Next, designate at least one additional trustee by providing their name, address, and date of birth. You can add up to four additional trustees.
5. Complete the section for beneficiaries by listing any individuals who will benefit from the Trust. Make sure not to include any excluded persons.
6. If desired, give your Trust a name in the designated field. This step is optional but can help identify your Trust easily.

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