First Party Pooled Trust

Trust Documents

Arizona Community Self-Settled Pooled Trust **Updated 1/1/2021

Arizona Community Self-Settled Joinder Agreement

Third Party Pooled Trust

Trust Documents

4th Restated Arizona Community Third Party Master Trust

Arizona Community Third Party Joinder Agreement

2024 Fee Schedules Updated

Pay As You Go Fee Schedule

Individual Trust Fee Schedule
AC Self-Settled Trust Fee Schedule

AC Third Party Funded-Active Fee Schedule