Service 16
Trust Documents & Trust Bank
Paralegal-level trust document checklists plus the member Trust dashboard — a vault for retained instruments. Not a depository bank.
Members can organize revocable and irrevocable trust packets, pour-over wills, assignments of personal property, and related estate papers, then store them in the Trust dashboard (Trust Bank). Trust Bank is confidential document retention — not a bank, not a trustee, not a financial institution, and not a place to deposit money. Uploading papers does not create an attorney-client relationship and does not make Selective your trustee. We do not draft trusts as licensed counsel. When a jurisdiction requires a lawyer to create or fund a trust, we refer you. Open the vault from /trust (also at /trust-bank). Estate and trust document guidance is led by founder Marquibe Brooks, a certified Estate, Fund Trust, Tax and Income specialist via the Institute of Business and Finance (IBF). He is a Primerica member.