So you have heard about having a trust and how important it is to do so. Well, congratulations on taking the first step in securing your new Grantor Revocable Trust by visiting this page.
If you would, please fill out the information below, making sure everything is correct then submit the form. Someone from our Team Support will contact you at the telephone number you provided to validate the request and move forward.
Please note that you will need to obtain an EIN from the IRS website for a GRANTOR REVOCABLE TRUST, where YOU the Grantor, are also the TRUSTEE. Please click here to be taken to the IRS.GOV online application page and FOLLOW the instructions. Otherwise, scroll down and get started.
Please fill out the form and someone will contact you to discuss your options.
This form DOES NOT remember your information until you hit SUBMIT at the end. If you navigate away from, or refresh this page, you will have to re-enter all your information.