We provide the following trust documents for the ease of access of our enrolling clients.
Master Trust for 1st Party Trusts
JLA Trust Enrollment Guide
TrueLink Partnership and Investment Options
Deposit Instructions
Spending Plan
To enroll in a 1st Party trust, the following forms should be filled out in their entirety, and returned to JLA Trust.
Enrollment Checklist
Joinder (signed and notarized)
Letter of Intent (optional)
The following documents include important legal and financial details about our trusts and should be read before you elect to set up a trust.
Master Trust for 3rd Party Trusts
JLA Trust Enrollment Guide
TrueLink Partnership and Investment Options
Deposit Instructions
To enroll in a 3rd Party trust, the following forms should be filled out in their entirety, and returned to JLA Trust.
Enrollment Checklist
Joinder (should be signed and notarized)
Letter of Intent (optional)
The following documents include important legal and financial details about our trusts and should be read before you elect to set up a trust.
Future Funded Joinder
JLA Trust Enrollment Guide
TrueLink Partnership and Investment Options
Deposit Instructions
To enroll in a Future Funded trust, the following forms should be filled out in their entirety, and returned to JLA Trust.
Enrollment Checklist
Joinder (signed and notarized)
Letter of Intent (optional)