Management Trust Information

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This form gathers the information the office needs to prepare the Declaration of Trust for your new public, title-holding (management) trust, through the Certification of Trust.
Please fill in every field and make sure everything is spelled exactly as it should appear on the document.
The Grantor is your primary, private trust. The new trust is the public, title-holding trust. They are two different names.
Signing, notary and certification dates are left blank. They are filled in on the day you sign.

Your full name

Your email

We email a copy of your answers here.

Your phone

Name of the new public (title-holding) trust

This is the NEW trust. It is not your private trust.

Trust EIN

The EIN of the new public trust. 9 digits.

Creation date

The date the new trust is created.

Grantor (name of your primary, private trust)

Name of the individual serving as trustee

Mail for the trust is sent in care of (c/o) the trustee at this address.

Mailing street address

City

State

ZIP code

State of situs and governing law

County of situs

All fields are required.

Your answers are sent securely to the Dominion office.