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Client Resources

Commonwealth is pleased to serve as your trustee. Please contact businessdevelopment@comtrst.com if you have any questions about the below resources.
Commonwealth Brochure
Learn more about Commonwealth and how we work with our client and adviser partners.
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Client Packet New Trust
We require that you complete and submit the requested information and supporting documentation contained in our Client Packet prior to Commonwealth accepting trusteeship of your trust(s).
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Client Packet APT New Trust
We require that you complete and submit the requested information and supporting documentation prior to Commonwealth accepting trusteeship of your new APT trust(s).
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Client Packet APT Transfer Trust
We require that you complete and submit the requested information and supporting documentation prior to Commonwealth accepting trusteeship of your transfer or existing trust(s).
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