Welcome PLAN of CT Professional Members

PLAN of CT Trust Documents

Please direct QUESTIONS & Trust SUBMISSIONS to INFO@PLANOFCT.ORG

Linked below are the Trust documents required to establish a PLAN of CT Trust.  The PLAN of CT Trust Committee meets the second Thursday of each month to review and approve new Trust submissions.  Trust submissions must be received by 4:00 pm the Friday prior to the meeting.

Pooled Trusts

Pooled Trust Subsciber Agreement

Pooled Trust Language

Standalone Trusts

3rd Party Trust Adoption Agreement

A – Revocable Trust

B – Irrevocable Trust

C – Irrevocable Trust w/ Insurance

D4a Self Settled trust Adoption Agreement

D4a Trust Language – Court

D4a Trust Language – Family (Use for SELF)

Accompanying Trust Documents & Instructions

Pooled Trusts

Pooled Trust Subsciber Agreement

Pooled Trust Language

Standalone Trusts

3rd Party Trust Adoption Agreement

A – Revocable Trust

B – Irrevocable Trust

C – Irrevocable Trust w/ Insurance

D4a Self Settled trust Adoption Agreement

D4a Trust Language – Court

D4a Trust Language – Family (Use for SELF)