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Charitable Trusts Information Form
Interested in setting up a charitable trust but want more information? We're here to support you. Fill out the form below and a member of our team will reach out to answer your questions and get you started.
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* Indicates required question
Email
*
Your email
Name:
*
Your answer
Phone Number:
*
Your answer
Mailing Address:
Your answer
Preferred method of contact:
*
Email
Phone
Mail
Which of the following describes your goals?
*
I am interested in creating a charitable lead trust (CLT)
I am interested in creating a charitable remainder trust (CRT)
I would like more information on the different trust structures
Other:
Required
The amount I am aiming to invest in a trust is:
*
Your answer
I currently already work with a/an:
*
Accountant
Wealth Manager
Attorney
None of the above
Other:
Required
Please provide any additional information you would like to share with us about your interest in creating a trust and your overall estate planning goals:
Your answer
A copy of your responses will be emailed to the address you provided.
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