Trust Forms
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Review Our Trust Documents
Complete & Submit These Forms To Establish Your New Trust
Self-Settled Trusts
PT-2-Joinder-Agreement–3.18.20 (WORD doc)
CLC Pooled Trust 2 (Amended & Restated) – Fully signed (2016)Amended Restated CLC Pooled Trust 2 Agreement (PDF)
Third Party Trusts
PT-1-Joinder-Agreement_3.27.2020 (Word Document)
Other Documents
Policies and Procedures (PDF)
Fee Schedule (PDF)