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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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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