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Version 07.17 MASTER TRUST AGREEMENT This Master Trust Agreement, made as of the date set forth below by and between the undersigned (the Provider) and FIDUCIARY PARTNERS TRUST COMPANY, a Wisconsin

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How to fill out this master trust agreement

01

Start by reading through the master trust agreement to understand its provisions and requirements.

02

Gather all the necessary information and documentation that will be needed to fill out the agreement, such as the names and addresses of the parties involved, the purpose of the trust, and the assets being transferred into the trust.

03

Begin filling out the agreement by entering the relevant information in the designated fields or sections. This may include details about the settlor, trustee, beneficiaries, and any specific instructions or conditions regarding the management and distribution of the trust assets.

04

Consult with legal counsel or a knowledgeable professional if you have any questions or concerns while filling out the agreement. They can provide guidance and ensure that the agreement is properly completed.

05

Review the completed agreement thoroughly to make sure all the information is accurate and the provisions align with your intentions. Make any necessary revisions or corrections.

06

Once you are satisfied with the agreement, sign it along with the other parties involved. Consider having the agreement witnessed or notarized for additional validity.

07

Keep a copy of the fully executed agreement for your records and distribute copies to all relevant parties as needed.

Who needs this master trust agreement?

01

Individuals or families who wish to establish a trust to manage and protect their assets during their lifetime and distribute them to beneficiaries after their death may need a master trust agreement.

02

Financial institutions or corporations that offer trustee services and manage multiple trusts on behalf of their clients may also require a master trust agreement to govern the relationship and responsibilities between the trustee and the trust beneficiaries.

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What is this master trust agreement?

This master trust agreement is a legal document that governs the relationship between a trustor, trustee, and beneficiary.

Who is required to file this master trust agreement?

The trustor or the entity establishing the trust is typically required to file the master trust agreement.

How to fill out this master trust agreement?

The master trust agreement can be filled out by providing detailed information about the trustor, trustee, beneficiaries, and the terms of the trust.

What is the purpose of this master trust agreement?

The purpose of this master trust agreement is to establish the terms and conditions under which the trust assets will be managed and distributed.

What information must be reported on this master trust agreement?

Information such as the names and contact information of the trustor, trustee, and beneficiaries, as well as details about the trust assets and distribution instructions must be reported on the master trust agreement.

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