Peace of Mind You Can Trust

Quality Trust Services

Helpful Forms

Please Note: All checks should be made payable to: PROTECT YOUR FAMILY (making sure to list client name on memo line)

All forms and checks should be mailed to:
303 Merrick Road
Suite 505
Lynbrook, NY 11563

If you have any questions or need assistance in filling out the paperwork, please call PYF at (516) 837-3737 or email and someone will be happy to help you step-by-step. We are here for you!

Automatic Recurring Bill Request Form

Background and Joinder

Background and Joinder Spouses

Bill Submission Form

Fee Schedule

Fee Schedule Spouses

Master Pooled Trust Agreement

Policies and Procedures

PYF Trust Brochure

Submission Checklist

Asset Trust - Background and Joinder

Asset Trust - Fee Schedule

Asset Trust - Master Pooled Trust II

Asset Trust - Policies and Procedures

Get in touch

Contact us with any questions you may have

  • 303 Merrick Rd. Ste. 505, Lynbrook, NY 11563
  • (516) 837-3737
  • (516) 837-9430

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