What do I need to provide to Alliant in order to open a living trust? To open a living trust, please provide copies of the pages of your Trust Agreement or Certification of Trust that indicate: Type of trust Name of the trust Date the trust was established Names of the trustees Death certificate for deceased trustees (if applicable) Names of the successor trustees If trustees may act independently or must act together (if there is more than one trustee) Names of the beneficiaries (optional; for share insurance purposes only) Signature and notary seal If there was an amendment to the trust, please send the most recent amendment
