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Trust Documents

The Berks Community Trust utilizes a master trust agreement in conjunction with an instrument of adoption for each beneficiary. The master trust agreement contains the basic terms creating the trust and describing how it is operated. Specific provisions for each beneficiary are set forth in a separate instrument of adoption.

Click here to see the master trust agreement

Click here to see our instrument of adoption form

Prior to completing an instrument of adoption, we strongly recommend you do two things: meet with our administrative coordinator, Pam Blumer, and consult your attorney to discuss how your trust account should be set up.