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USA Trust Agreements

Set up a trust to protect your personal and business assets with these template Trust Agreements for the United States.

    • Asset Protection Trusts

      This 6-page article discusses the pros and cons of Asset Protection Trusts for residents of Canada and the USA. Topics covered in the article include: characteristics and structure of an asset protection trust, how to establish a successful asset protection trust, the limitations of a trust,...

      Price: $9.99

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    • California Affidavit of Death of Trustee

      Record the death of a trustee holding property under a declaration of trust with this California Affidavit of Death of Trustee form. The Affidavit is made by the successor trustee under the declaration of trust, and is filed with the County Records Office to have the trust property transferred into...

      Price: $4.99

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    • California Revocable Living Trust Agreement

      Protect your assets and avoid probate proceedings by placing your estate property into trust with this Revocable Living Trust Agreement for California residents. The trustee will pay the trust income to the settlor (maker of the trust), and such portion of the principal of the trust as the trustee ...

      Price: $24.99

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    • California Substitution of Trustee

      Replace the original trustee named in a previously recorded Deed of Trust with this California Substitution of Trustee form. The form sets out the name and contact information for the replacement trustee. The new trustee must sign the form to acknowledge the appointment. This California Substitut...

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    • California Trust Transfer Deed

      Transfer California real estate into a trust under Section 62 of the Revenue and Taxation Code with this California Trust Transfer Deed. This form of grant deed is excluded from Reappraisal under Proposition 13, and the grantor declares that no consideration has been paid for the transfer. This is...

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    • Illinois Land Trust Agreement

      Place title to certain land into a trust with this template Illinois Land Trust Agreement. A land trust is a method of real estate ownership in which a trustee holds legal title to the real estate. The trust's beneficiaries have full power to dispose of the property and complete control over its m...

      Price: $14.99

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    • Ohio Revocable Living Trust Declaration

      Set up a living trust with this Ohio Revocable Living Trust Declaration. A Living Trust gives your executor a means of distributing your estate after your death without having to go through Probate Court. This is a revocable trust, which means it can be revoked at any time during the grantor's lif...

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    • USA Amendment to Living Trust to Make Charitable Gift

      Amend your Revocable Living Trust to make a charitable gift with this downloadable template form for USA trusts. This Amendment lets you gift some of the trust property to a charity or non-profit organization. You can change the original Trust Agreement giving the trustee instructions to make the ...

      Price: $4.99

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    • USA Business Trust Declaration and Agreement

      Set up an unincorporated business trust in the United States, protect your assets and reduce income taxes with this USA Business Trust Declaration and Agreement. The trustees hold all property, income and profit of the business in trust for the beneficial shareholders. The trustees are authorize...

      Price: $24.99

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    • USA Charitable Remainder Unitrust Trust Deed

      Set up a Charitable Remainder Unitrust under Rev. Pro. 89-20 and section 664(d)(2) of the Internal Revenue Code, with this template form for US residents. In each taxable year of the trust, the trustee will pay to the designated recipient a unitrust amount equal to at least 5% of the fair market va...

      Price: $9.99

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    • USA Charitable Trust Deed

      Set up an IRS-approved charitable trust with this template Charitable Trust Deed for US residents. The trust will be administered by a corporate trustee and one or more individual trustees. The trust property and income are to be used only for the charitable purposes stated in the Trust Deed and n...

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    • USA Declaration of Life Insurance Trust

      Transfer your rights in a life insurance policy to a trustee with this USA Declaration of Life Insurance Trust. The policy will be held in trust by the trustee, for the benefit of the trustor (the person assigning the policy). Upon the death of the trustor, the trustee may purchase assets from the...

      Price: $9.99

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    • USA Declaration of Nominee Trust

      Set up a nominee trust with this ready-made Declaration of Nominee Trust template for the USA. A nominee trust is a trust created for the purpose of holding property on behalf of beneficiaries whose identities are kept secret. The trustee's sole duty is to hold the trust property and pay over an...

      Price: $14.99

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    • USA Delivery & Receipt of Gift Under Uniform Gifts to Minors Act

      Make a gift of real or personal property to a minor with this free Delivery & Receipt of Gift Under Uniform Gifts to Minors Act form. The property is transferred to a custodian who will hold the property on behalf of the minor child. This USA Uniform Gifts to Minors Act form is provided in MS...

      Price: FREE

    • USA Irrevocable Trust Declaration

      Prepare an Irrevocable Trust Declaration to set up trusts for the benefit of a grantor's adult children with this template form for the USA. In the event of a beneficiary's death, the assets will be distributed per stirpes, but if the deceased beneficiary has no children, the share is distributed t...

      Price: $14.99

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    • USA Liquidating Trust Agreement

      Prepare a Liquidating Trust Agreement between a corporation and a financial institution appointed as trustee with this comprehensive template for the USA. The capital stock of a subsidiary of the corporation will be transferred to the trust for the benefit of the corporation's stockholders as a div...

      Price: $24.99

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    • USA Qualified Settlement Funds Trust Agreement re Chapter 11 Filing

      Set up a Qualified Settlement Funds Trust with this Irrevocable Trust Agreement template for the USA. A QSF trust is created pursuant to Section 468B of the Internal Revenue Code, following a debtor's filing of a Chapter 11 bankruptcy petition. The trustee will hold the assets and proceeds of th...

      Price: $24.99

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    • USA Receipt for Trust Assets and Discharge of Trustee

      Terminate a trust and discharge the trustee with this Receipt for Trust Assets and Discharge of Trustee form for the USA. The beneficiaries sign the form to indicate that the trust property has been distributed and to discharge the trustee from his/her duties following the distribution. This U...

      Price: $4.99

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    • USA Revocable Living Trust Agreement with Change of Jurisdiction Clause

      Set up a Revocable Living Trust Agreement to protect your assets and minimize taxes with this template form for US residents. The Trust Agreement has a special change of jurisdiction provision allowing the Trustee to move the trust property from one state to another if it will benefit the trust or ...

      Price: $24.99

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    • USA Revocable Living Trust Declaration

      Set up a living trust as part of your estate plan with this template USA Revocable Living Trust Declaration. Placing your property in a living trust during your lifetime automatically avoids probate, and ensures that when you die your estate will be distributed to your beneficiaries. The settlorâ€...

      Price: $24.99

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    • USA Revocable Living Trust Deed Establishing a Family Trust

      Protect your assets and avoid probate proceedings by placing your estate property into a family trust with this USA Revocable Living Trust Deed. This Trust Deed sets up a family trust from which the grantor's spouse and children will be paid distributions of income and principal after the grantor's...

      Price: $24.99

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    • USA Revocation of Revocable Living Trust Deed

      Terminate a living trust and revoke the trustee's appointment with this free USA Revocation of Revocable Living Trust Deed form. This form allows the person who created the trust (the grantor) to wind up the living trust and give directions to the trustee to return all remaining trust property to t...

      Price: FREE

    • USA Voting Trust Agreement for Shares

      Set up a voting trust in the USA with this Voting Trust Agreement for Shares, between several stockholders and a trustee. The purpose of the voting trust is to ensure continuity of the corporation's management and policies. Provisions of the Agreement include: deposit of the stock certificates w...

      Price: $9.99

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