A
Initial Client Meeting
-Explain Concepts
-Collect Data
B
YTA Prepares
Custom Proposal
C
Attorney Creates Document
D
Sign Trust and
Administration Agreement
E
Obtain Tax I.D. Number
F
Transfer Assets to the Trust
G
Trustee Directs the Sale
and Reinvests the Assets
H
Send Requested Information to
YTA
I
YTA
Provides Annual Reports and Trust Tax Return
Yellowstone Trust Administration, Inc.
2070 Overland, Suite 104 Billings, MT 59102 - Phone: (888) 343-3132 Fax: (406) 255-8685
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