Trust Tool- Informal Revocable Trust Account Cheat Sheet
Updated 04/02/2026
This tool offers a general overview of the key components of a formal revocable trust and can be tailored by the bank as necessary. This document is not a substitute for official legal documentation.
Rule: Federal Deposit Insurance Corporation (FDIC) Trust Accounts; Uniform Trust Code; State laws.
Toolkit: Trust Tools
Keywords: Trust Account, Informal Revocable Trust Account Cheat Sheet, Informal Trust, Revocable Trust, Revocable Trust Account.
4/2/2026 – Updated FDIC Insurance Coverage and Certification of Trust sections.
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