Education Trust Plus

Education Trust Plus combines the Education Trust with a Life Insurance Policy. It allows the Settlor (creator of the Trust) to take out a life policy naming the Trustee as the beneficiary of the policy. Thus, upon the death or incapacity of the Settlor, the Trustee can access the benefits to be applied for the education of the Child(ren) or Ward(s).

At ARM Trustees, we understand how hard you work to provide for the people important to you and how much you want to leave a legacy that ensures they are always taken care of.

Downloads

After completing the forms, please print three copies and execute, then bring these three original versions to our office. Please ask to see a Trust Advisor.