If an instrument sets out as a party the name of a trust or IRA and the name of the trust refers to an individual or individuals, then the name should be entered:
As a non-human business name, and
Once as an individual for each individual name presented with the word “TRUST” following the last given name. No comma or other mark shall separate the last given name form the word “TRUST” and
In the name of each Trustee presented followed by the word “TRUSTEE”
Individual and family trusts present special problems. While such trust names may or may not be technically entities of their own, it is reasonable to expect to find such names in an index under the names of the individuals involved, that is why we need to index them two ways.
Name Presented: Alfred c Jones & Amanda Jones Family Trust
Would be indexed as:
ALFRED C JONES & AMANDA JONES FAMILY TRUST
JONES, ALFRED C TRUST
JONES, AMANDA TRUST
Name presented: Living Trust of Alfred C. Jones and Amanda Jones
Would be indexed as:
LIVING TRUST OF ALFRED C JONES & AMANDA JONES
JONES, ALFRED C TRUST
JONES, AMANDA TRUST
Name presented: Alfred C. Jones Trust
Would be indexed as:
ALFRED C JONES TRUST
JONES, ALFRED C TRUST
Name presented: Jones Family Trust
Would be indexed as:
JONES FAMILY TRUST
Name presented: Melissa J. Roberts and Debra C. Carlton Irrevocable Trust
Would be indexed as:
MELISSA J ROBERTS & DEBRA C CARLTON IRREVOCABLE TRUST
ROBERTS, MELISSA J TRUST
CARLTON, DEBRA C TRUST
Name Presented: Robert P. Thompson IRA
Would be indexed as:
ROBERT P THOMPSON IRA
THOMPSON, ROBERT P TRUST
Name Presented: QUEST TRUST CO FBO NANCY POSER IRA #16894-24
Would be indexed as:
QUEST TRUST CO FBO NANCY POSER IRA #16894 24
NANCY POSER IRA #16894 24
POSER, NANCY TRUST