The Trust Point Information Organizer is created to help aid you in compartmentalizing all of your important information regarding assets, accounts, funeral plans, etc. This is also helpful to pass on to your personal representative, Executor, and/or Trustee(s) upon time of death.
View and download an electronic copy by clicking here.
If you have questions or would like help getting started, call Trust Point at 1-800-658-9474. We’re here to help!