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- To open a revocable trust account, follow these steps:
- Complete a revocable living trust form appropriate for your state. This form identifies you as the grantor, names the trustee and successor trustee, selects beneficiaries, and lists the assets held in trust1.
- Choose a financial institution or brokerage.
- Find or request an application for a trust account.
- Provide required documentation, which may include the trust agreement.
- Verify your identity as a grantor or trustee.
- Open the account and transfer trust assets2.
Learn more:✕This summary was generated using AI based on multiple online sources. To view the original source information, use the "Learn more" links.To create a revocable living trust, you need to complete a revocable living trust form appropriate for your state. This document identifies you as the grantor, names the trustee and successor trustee, selects your beneficiaries, identifies the assets held in trust, and lays out the terms of the trust (when and to whom assets will be distributed).www.legalzoom.com/articles/revocable-living-trust…How Do You Open a Trust Account?
- Choose a financial institution or brokerage.
- Find or request an application for a trust account.
- Provide required documentation, which may include the trust agreement or a portion of it.
www.forbes.com/advisor/banking/best-banks-for-tr… How to Open a Trust Account - NerdWallet
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Log in to your Vanguard account and follow the instructions to open a trust account. Note: If you’re a new client, call us at 877-662-7447. A legally established trust with your attorney.
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