First Name of "Settlor" and Primary Trustee
Middle Name of "Settlor" and Primary Trustee (Put N/A if you do not have a middle name)
Last Name of "Settlor" and Primary Trustee (Include Suffix if applicable, Must match Drivers License)
This is the name of the person initiating the Trust.
This person is also a Trustee and is probably the name of the person filling out this form.
*Full Name = First Middle Last
COUNTY (or borough, parish, independent city) where the Settlor resides
e.g. Ingham County, Michigan
Substitute "County" for Parish, Borough or similar if it applies
What STATE does the Settlor reside in?
[Select]
Alabama
Alaska
American Samoa
Arkansas
Arizona
Armed Forces
Armed Forces Americas
Armed Forces Pacific
California
Colorado
Connecticut
District of Columbia
Delaware
Florida
Federated States of Micronesia
Georgia
Guam
Hawaii
Iowa
Idaho
Illinois
Indiana
Kansas
Kentucky
Louisiana
Massachusetts
Maryland
Maine
Marshall Islands
Michigan
Minnesota
Missouri
Northern Mariana Islands
Mississippi
Montana
North Carolina
North Dakota
Nebraska
New Hampshire
New Jersey
New Mexico
Nevada
New York
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Palau
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Virginia
Virgin Islands
Vermont
Washington
Wisconsin
West Virginia
Wyoming
This is the state that the Trust will be initially formed in.
Co-Trustee(s)
CO-TRUSTEES MUST BE 18 YEARS OR OLDER, AND BE ABLE TO LEGALLY POSSESS FIREARMS.
A Co-Trustee is someone you would like to allow to handle/use/transport items placed in the Trust. By adding Co-Trustees you would like to allow them to have access to the items/store the items, and have the ability to add items.
If you add a CO-Trustee they will need to complete the Responsible Party form and provide fingerprints for all NFA Form 4 Submissions. This can also be added later.
What is the Successor Trustee's Full name?
*Full Name = First Middle Last
It is necessary to have a Successor Trustee in case the current Trustee(s) for whatever future reason do not meet the requirements to possess NFA controlled items/firearms. If Co-Trustees are included, the Successor Trustee would only act if the other Trustees all became ineligible and the Settlor did not elect another Successor Trustee.
**A Co-Trustee (other than Settlor) can also be named as a Successor Trustee**
*Neither successor trustee nor beneficiary require signatures*
Beneficiary(ies) (Full Name: First Middle Last)
Please add one name per line.
Use Full Names - First Middle Last
Beneficiaries are people (or organizations etc.) that you would like the items in the Trust to be distributed to upon the death of the Settlor. DO NOT list yourself (settlor) as a beneficiary (or successor trustee)
What would you like to name the Trust?
Typically this is the last name of the Settlor and then the word "Trust". For example if the Settlor's last name is Anderson, the Trust would be named "Anderson Trust". However you can name it anything you'd like. Just remember that shorter might be better since you'll have to engrave it on anything you build on a form 1.
Email Address
This is the email address that we will send the PDF (or Word) copy of your Trust documents to.
Please be sure to check your Spam mail if you don't see your Trust documents in your inbox within 24 hrs
Phone Number
A good contact number should we have questions regarding creating your documents
I certify that the information that I have provided is complete, factual and accurate to the best of my knowledge.