Estate & Gift Planning Forms | FMF Financial Services

FORMS: ESTATE & GIFT PLANNING

Estate Planning Document Information Form

Endowment Application

Securities Gift Information Form

FMF Direct Deposit Form

Charitable Remainder Unitrust Information Form

Charitable Annuity Trust Information Form

MEDIA LIBRARIES

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We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care.

Hours

Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
Friday: 8:00am – 4:00pm
Saturday: Closed
Sunday: Closed

FMF Financial Services

8050 Spring Arbor Rd
PO Box 580
Spring Arbor, MI 49283
(517) 750-2727: phone
(517) 750-2752: fax