How Do I Create a Trust?

The best way to begin is with an attorney who has expertise in creating and working with trust documents.  Remember that while your attorney advises you, your wishes and informed choices should determine the disposition of your assets.  If you don't currently have that type of legal counsel, look for one who is interested in writing a trust that conforms to your wishes and needs. You could also click on The American College of Trust and Estate Council site (, an association of attorneys, for a list of its members.  When the time comes, we work with your attorney to ensure that the instructions in your trust document allow us to administer it as you choose.

If you don't currently have a relationship with a financial advisor but would like to consider one, call us for a list of our Qualified Advisors.

Please Contact Us for our Trust Account Procedures for some steps to establish a trust.