Get Preneed Cemetery Merchandise And Services Master Trust Agreement (revised 11/2015) This Irrevocable

Filling out the Preneed Cemetery Merchandise and Services Master Trust Agreement can seem daunting, but this guide will provide you with a clear, step-by-step approach. By following these instructions, you can successfully navigate the form and ensure all necessary information is accurately provided.

Follow the steps to complete the form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in your browser.
2. Begin by entering the date on which the agreement is made in the space provided on the first page.
3. Input the legal name and address of the Cemetery Authority in the designated fields. Make sure all information is correct and current.
4. Next, fill in the details of the Trustee, including their legal name and address, following the same procedure as with the Cemetery Authority.
5. Review Article I, Trust Purpose, and check the box indicating your understanding of the Trust's creation and intentions.
6. Proceed to Article II, Preneed Deposits, and provide any required financial details regarding Preneed Funds that may be deposited into the Trust.
7. In Article III, Duties of the Trustee, ensure you acknowledge the responsibilities and title to assets as specified.
8. Article IV details the powers of the Trustee; confirm and initial that you understand and accept these powers.
9. Continue through Articles V to XII, filling out any optional or required fields as you go, ensuring accuracy in disclosing information.
10. Finally, review the entire document to catch any errors or omissions before completing the signing area with the appropriate signatures from the Cemetery Authority and Trustee.
11. Once completed, save your changes, and consider downloading or printing the agreement for your records.

Complete your documents online with confidence today!