Set up a trust to protect your personal and business assets with these template Trust Agreements for the United States.
Prepare the agreement you need quickly and easily with these ready-made forms for voting trusts, discretionary trusts, irrevocable trusts, family and spousal trusts. All USA Trust Agreement forms are downloadable and fully editable to meet your needs. Save time and money on legal fees.
Affidavit of Death of Trustee (California)
Record the death of a trustee holding property under a declaration of trust with this Affidavit of Death of Trustee form for the State of California. 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 proper...
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Download this 6-page article which discusses the pros and cons of Asset Protection Trusts for residents of Canada and the USA. Topics of the article include: characteristics and structure of an asset protection trust, how to establish a successful asset protection trust, the limitations of...
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Business Trust Declaration (USA)
Set up a USA unincorporated business trust, protect your assets and reduce income taxes with this Business Trust Declaration and Agreement. The trustees will hold all property, income and profit of the business in trust for the beneficial shareholders. The trustees are authorized to sign documen...
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Charitable Remainder Unitrust Trust Deed (USA)
Set up a Charitable Remainder Unitrust with this template Trust Deed for the USA, under Rev. Pro. 89-20 and section 664(d)(2) of the Internal Revenue Code. 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...
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Set up an IRS-approved Charitable Trust with this template Trust Deed for the USA. The trust will be administered by a corporate trustee as well as 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 not to ben...
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Declaration of Life Insurance Trust (USA)
Assign all of your rights in a life insurance policy to a Trustee to be held in trust with this Declaration of Life Insurance Trust template for the USA. Upon the death of the trustor, the trustee may purchase assets from the trustor's estate. The Life Insurance Trust is irrevocable. The trust...
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Declaration of Nominee Trust (USA)
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...
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Delivery & Receipt of Gift Under Uniform Gifts to Minors Act (USA)
Make a gift of real or personal property to a custodian who will hold the property on behalf of a minor child with this free Delivery & Receipt of Gift Under Uniform Gifts to Minors Act form. This USA Uniform Gifts to Minors Act form is provided in MS Word format, and is easy to fill in and p...
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Irrevocable Trust Agreement (USA)
Prepare an Irrevocable Trust Agreement to set up trusts for the benefit of a grantor's adult children with this template form for the USA. Provision of the agreement include: Per stirpes disposition in the event of a beneficiary's death, but if the deceased beneficiary has no children, the shar...
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Land Trust Agreement (Illinois)
Set up an Illinois land trust with this ready-made Trust Agreement. A land trust is a method of real estate ownership in which a trustee holds legal title to real estate, while the trust's beneficiaries have full power to dispose of the property and complete control over its management. The bene...
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Liquidating Trust Agreement (USA)
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 d...
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Qualified Settlement Funds Trust Agreement re Chapter 11 Filing (USA)
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 ...
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Receipt for Trust Assets and Discharge of Trustee (USA)
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...
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Revocable Living Trust Agreement (California)
Protect your assets and avoid probate proceedings by placing your estate property into trust with this Revocable Living Trust Agreement for California. Provisions of the Trust Agreement include: The trustee will pay the trust income to the settlor (maker of the trust), and such portion of the pri...
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Revocable Living Trust Agreement with Change of Jurisdiction Clause (USA)
Protect your assets and minimize taxes with this Revocable Living Trust Agreement for USA 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 any beneficiary with re...
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Revocable Living Trust Declaration (Ohio)
Set up a Revocable Living Trust in the State of Ohio with this ready-made Trust Declaration. The trust will operate as the principal means of management and disposition of the estate of the grantor (the person establishing the trust). Provisions of the Trust Declaration include: The grantor will...
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Revocable Living Trust Deed Establishing a Family Trust (USA)
Protect your assets and avoid probate proceedings by placing your estate property into trust with this Revocable Living Trust Deed for the USA. 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...
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Substitution of Trustee (California)
Replace the original trustee named in a previously recorded Deed of Trust by filing this Substitution of Trustee form for the State of California. The form provides the name and contact information for the replacement trustee. The new trustee must sign the form to acknowledge the appointment. ...
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Trust Transfer Deed (California)
Transfer title of a real estate property into a trust under Section 62 of the Revenue and Taxation Code with this Trust Transfer Deed for the State of California. This form of grant deed is excluded from Reappraisal under Proposition 13, and the grantor declares that no consideration has been pai...
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Set up a voting trust in the USA with this Voting Trust Agreement, 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 with the t...
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