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

Fee Schedules Updated 2/26/22

Pay As You Go Fee Schedule

Individual Trust Fee Schedule
AC Self-Settled Trust Fee Schedule

AC Third Party Funded-Active Fee Schedule