Getting Started

  • Starts with the completion of our Consumer Information Form (CIF). 
  • Fax, email, or mail to Arlington Heritage Group. 
  • Contracts and other paperwork for opening the trust will be sent to the decision maker for signing.  
  • Trust documents and initial deposit check will be sent to AmeriServ Trust & Financial Co. — thereby establishing the account.  
  • Consumers have up to three years to fund the trust. If the trust is not funded within three years, a small adjustment is made for inflation. 

Click here to fill out a Consumer Information Form