Trust Forms & Instruction Guides

Note about the Format

These forms are available as PDF documents. The Adobe Reader allows you to read, edit and print PDF documents. Only those forms that can be submitted to the court by a member of the public are available in revisable PDF. Therefore, not all forms listed are available in that format. Note: "Instructions" and "Samples" cannot be edited. However, they can be printed by using the print feature of your Internet browser. Download the free Adobe Reader.

How to Fill Out Revisable PDF Forms

To fill out a form, open the form by clicking on it. Click inside the first field you wish to edit and begin typing. Use your "Tab" key to navigate forward through the different fields and hold the "Shift" and "Tab" keys together to go back. Print the form by holding the "Ctrl" button and the letter "p."

Forms

• Account for Trust (PDF)
• Consent of Non-Resident Fiduciary (PDF)
• Inventory for Trust (PDF)
• Trust Information Form (PDF)

For Your Information

• Account for Trust Sample Form (PDF)
• Inventory for Trust Sample Form (PDF)
• Fee Schedule Trust Filings (for Commissioner of Accounts Office) (PDF)
• Important Deadlines to Remember (PDF)
• Instructions and Duties of a Testamentary Trustee (PDF)
• Letter from the Commissioner of Accounts (PDF)
• List of Local Bond Companies (PDF)
• Taxpayer Identification Numbers (PDF)