What documentation and forms does a Trust, Estate of, Guardianship or Conservatorship need to establish an escrow account?

• Escrow Instructions
• Exhibit A – Disbursement
• Escrow Application
  • One for trust and each trustee
  • One for Estate and each personal rep
  • One for Guardianship and each guardian
  • One for Conservatorship and each conservator
• W9 (one per listed above)
• Copy of ID for each person
• Supporting Documents
  • Certification of Trust
  • Certified Death Certificate and court documentation
  • Guardian or Conservator court documentation

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