Document Generator

AI-powered document creation for your trusts

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Trust Amendments

Trustee Change

Appoint or remove trustee

Beneficiary Change

Add or modify beneficiaries

General Amendment

Modify trust provisions

Certificates

Certificate of Trust

Verify trust existence

Incumbency Certificate

Verify current trustee

Letters & Notices

Crummey Letter

Gift withdrawal notice

Distribution Letter

Beneficiary distribution notice

Beneficiary Notice

Required annual notice

IRS Documents

Form 56 Cover Letter

Fiduciary relationship

Form 8822-B Cover Letter

Address/responsible party

Reports

Annual Trust Report

Beneficiary accounting

Asset Inventory

Trust asset listing

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Certificate of Trust

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Separate multiple trustees with commas

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Certificate of Trust

Williams Family Trust • Jan 14, 2025

Crummey Letter

Williams Dynasty Trust • Jan 10, 2025

Annual Trust Report

Williams Family Trust • Jan 5, 2025

Distribution Letter

Williams Charitable Trust • Dec 28, 2024