Get Blind Trust

Creating a Blind Trust is an important step in managing your assets while maintaining privacy. This guide provides clear and concise instructions to help you fill out the Blind Trust Agreement online, ensuring a seamless experience for users of all legal backgrounds.

Follow the steps to successfully complete your Blind Trust Agreement.

1. Click ‘Get Form’ button to obtain the Blind Trust Agreement document and open it in your preferred digital format.
2. Enter the date on which the agreement is made in the provided space.
3. Fill in the name of the Trustor (the person creating the trust) along with their address details including street address, city, state, and zip code.
4. Input the name of the Trustee (the individual or corporation managing the Trust) and the state of incorporation along with their principal office address.
5. Complete Schedule A by detailing the property being transferred into the Trust, ensuring all assets are included and correctly described.
6. Review and agree to the terms regarding the administration of the Trust, including how the Trustee will manage the assets without informing any interested parties.
7. Specify the conditions for termination of the Trust, including details for written notice, death, or incompetence of the Trustor.
8. Complete any required articles regarding taxes, income reporting, and communication restrictions between the Trustor and Trustee.
9. Fill in the designated amount that the Trustee will pay to the Trustor each month during the Trust Term.
10. If applicable, input any additional powers or permissions granted to the Trustee as listed in the Agreement.
11. Once all sections are completed, review the document for accuracy and completeness.
12. Finally, save your changes, download, print, or share the completed form as necessary.

Start creating your Blind Trust online today to manage your assets effectively!