Resource Center

ATG Trust Company maintains a Resource Center; note that some documents are limited for use only by ATG Trust Legal Advisors. Review the list and click a title to view a PDF.

NOTE: ATG Trust Company does not assume responsibility for the use of any document listed below in any particular case. Practitioners using any document should independently verify the accuracy and completeness of the document and satisfy themselves as to the tax and other legal consequences of the provisions.

Exchange Services 

Disbursement Request (PDF)

Template form letter to use as a request for the disbursement of exchange funds to purchase replacement property or request funds for an earnest money deposit.

Disbursement Request (Word Doc)

Template form letter to use as a request for the disbursement of exchange funds to purchase replacement property or request funds for an earnest money deposit.

Exchange Agreement (PDF)

Fill in the blank document to initiate a 1031 Exchange through ATG Trust Company

Exchange Agreement Instructions

Step-by-step instructions to complete a 1031 Starker Exchange Agreement

Land Trusts 

Amendment to Trust Agreement

Used to make any necessary changes to land trust agreement.

Amendment to Trust Agreement/Power of Direction

Used to amend the beneficial designation and/or power of direction in a trust agreement.

Assignment of Beneficial Interest

Used to assign current beneficial interest designation.

Collateral Assignment of Beneficial Interest

Used to lodge collateral assignment with ATG Trust Company as Land Trustee

Direction to Convey

Used to cause a deed to be issued by ATG Trust Company as Land Trustee

Direction to Execute Documents

Used to direct ATG Trust Company to execute documents as Land Trustee (do not use to request Deed, please see Direction to Convey).

Facsimile Assignment of Beneficial Interest

For property in Cook County when any assignment is made OR in all Illinois counties if there is a sale transaction.

General Direction

Used to direct ATG Trust Company to act, as Land Trustee, on a request from beneficiary.

Land Trust Informational Brochure

One page summary of ATG Trust Company Land Trust Services

Land Trust Procedures

Instructions on how to set up a Land Trust using ATG Trust Company as the Land Trustee.

Limited Liability Company Certification

To be used when the beneficiary(s) of a land trust is a Limited Liability Company.

Notarial Record

Residential Real Property Transactions

Partnership Certification

To be used when the beneficiary(s) of a land trust is a Partnership.