Get Document: Alter Ego Trust

This guide provides a comprehensive overview on how to effectively fill out the Alter Ego Trust document online. Whether you are familiar with legal documents or new to estate planning, this guide will walk you through each section with clarity and support.

Follow the steps to complete your Alter Ego Trust document online:

1. Click the ‘Get Form’ button to obtain the document and open it in your preferred online editor.
2. Begin by entering the date on which the trust is being established. Ensure the format is month, day, year.
3. In the section identifying the parties involved, clearly input the Settlor's details as well as the First Trustee's information.
4. For Article 1, provide the name of the trust. For example, you can state 'JANE DOE ALTER EGO TRUST' unless there is a desire to rename it.
5. In Article 2, input definitions in accordance with the structure laid out. Clarify the meaning of 'beneficiary', 'Division Date', and other terms as necessary.
6. Article 3 should specify the purpose of the trust, ensuring it focuses on the benefits intended for the beneficiaries.
7. In Article 4, elaborate on how income and discretionary capital payments shall be made until the Division Date.
8. Reach Article 5 to illustrate the distribution process on the Division Date, specifying any expenses related to the Settlor.
9. Given the powers of the trustees in Article 6, indicate any additional specific powers or constraints as needed.
10. Once you have completed all required sections, save your changes, download the document, and make copies for any necessary parties.

Complete your Alter Ego Trust document online today to ensure your estate planning needs are met!