We offer Trust-Owned Accounts for members who have established a revocable trust. The purpose of a trust is to manage the grantor’s property before or after death or if he/she becomes incapacitated. Revocable trusts have many advantages:
To open a Trust-Owned Account, submit the following supporting sections of the trust document along with your completed PDF application:
Please note that 利记app官网 does not manage trusts or create trust documents, but we can refer you to an Attorney, 如果需要. We may be able to accept some irrevocable trusts.