Abacus Planning Group - Strategic Partners

Resources for Attorneys

» Sample Amendment Naming National Advisors Trust Company, FSB, as Successor Trustee and Appointing a National Advisors Holding, Inc. Shareholder Firm, as Investment Advisor (PDF, ~350k)

» Sample for Creating a New Trust Naming National Advisors Trust Company, FSB, as Trustee and Appointing a National Advisors Holdings, Inc. Shareholder Firm, as Investment Advisor (PDF, ~165k)

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