I thought I remember reading somewhere, to make copies before signatures are made, and to keep several copies of said doc - but for the life of me I cannot find it anymore. If it was for the Form 1, or the Trust paperwork?
Could someone tickle my brain for me?
The 5320.20, 5320.23, and form FD-258 would be the most useful to have prefilled yet unsigned copies of for re-use.