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WebNov 13, 2024 · Steps 1. Decide who will be the Trustee. The Trustee is the person in charge of the assets in the trust. He or she collects... 2. Determine who the beneficiaries will be. You may name anyone you chose as a … WebApr 14, 2015 · Make a living trust: A quick checklist 1. List your assets and decide which you’ll include in the trust. To be sure you have a complete picture of your estate,... 2. … WebStep 1Legally establish your trust. For trust accounts, you’ll need to consult with an attorney to draft the details of your trust. Ensure this step is completed before starting your application; otherwise, we won’t be able to open your trust account. Once you have your official trust documents, create a digital copy of them to include with ... chills stuffy nose sore throat