Client Packet

Thank you for choosing CTC to serve as your Trustee.

We require that you complete and submit the requested information and supporting documentation contained in our Client Packet prior to CTC accepting Trusteeship of your Trust(s). Our Client Packets are customized based upon type of trust and whether or not the trust is a new trust or a transfer (existing) trust. Should you have any questions regarding the Client Packets, please contact us at Click on one of the below links and you will be redirected to that particular form of Client Packet.