Trusts & Estates

Trusts and estates that include property that is required to be used for charitable purposes must register and file annual financial reports with the Attorney General's Office.

Below are the forms and instructions needed to properly register with the Attorney General's Charities Bureau.

Charitable Lead Trusts

Registration Form

Annual Filing Form

Annual Filing Instructions

Charitable Remainder Trusts

Registration Form

Annual Filing Form

  • There is no annual filing form for Charitable Remainder Trusts

Estates

Registration

  • There is no Registration Form for Estates With a Charitable Interest - Submit Copies of the Notice of Probate and Will

Instructions for Registration of Estates With a Charitable Interest

No Annual Filing is Required to be Submitted by Estates.