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Document Requirement: Trust Agreement

Document Requirement: Trust Agreement

Owned by Amanda Nappier
Dec 22, 2023
1 min read

Requested during the application if the business indicated its owners have a trust. The format will vary by State and legal preparation service, but it will be a legal document which outlines:

  • Grantor(s)

  • Beneficiary

  • Trustee(s)

 

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