Trust Administration Intake Form
The intake form presented below is intended to collect basic information on the Trust you are tasked with administering, as well as information regarding your current contact information.
Please complete the form in it’s entirety. If you have any questions regarding the information requested then contact us either by phone or email.
Please note that you must click on the “I’m not a robot” button and verify it is checked before clicking on “Submit”. Otherwise the information you entered will not be transmitted to Marshall Law, P.A.
After you complete the Trust Administation Intake Form with the information for the trust and you, as trustee, then click the button below to complete the intake form for each beneficiary of the trust estate. If you have any questions regarding any of the intake forms presented, do not hesitate to contact us.
P.O. Box 940
Wildwood, FL 34785
T: (352) 432-8859
F: (888) 384-2442