Legal Forms

Set up an Irrevocable Discretionary Trust with this template trust deed for Canada.

• A discretionary trust is also called a blind trust because the beneficiary has no information about the assets in the trust or how the trust is administered.
• The settlor (the person setting up the trust) is the sole beneficiary of the trust and cannot act as a trustee.
• The division date will occur either upon the death of the beneficiary or on the 21-year anniversary of the establishment of the trust, whichever is earlier.
• The settlor reserves no powers or rights, and shall receive no benefits, income or capital of the trust fund in his/her capacity as settlor.
• This trust cannot be revoked.
• During the lifetime of the settlor, no income or capital of the trust shall be distributed to the settlor's spouse or a minor child of the settlor unless the distribution does not result in attribution of income or gain to the settlor under the Income Tax Act (Canada).
• This Irrevocable Discretionary Trust Deed is a good strategy to use when it's important that the beneficiary not be aware of what assets are held in the trust so as to avoid any claims of conflict of interest.

Before you order a commodities shipment for a customer, have them sign this Irrevocable Letter of Intent and Purchase Order.

• The Letter of Intent confirms the customer's intention to buy certain commodities from the supplier.
• The order is irrevocable, in other words, it cannot be revoked (cancelled) by the customer.
• The Purchase Order portion of the form includes:
  • a schedule of products,
  • specifications,
  • delivery terms,
  • target prices, and
  • payment methods.
• Available in MS Word format.
• This is a generic template which can be used anywhere.

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 to the other beneficiaries.
• The net income will be distributed at the end of each calendar quarter. The body of the trust will be paid to the beneficiaries when they reach a specified age.
• The grantor cannot borrow any part of the trust property or income without adequate security and interest.
• The property or income of the trust cannot be sold for less than adequate compensation.
• This form is available in MS Word format. It can be easily customized to fit your circumstances.
• Governed by U.S. laws and intended for use only within the United States.

Download a copy of the Last Will of J. Pierpont Morgan (1837-1913), one of the wealthiest men in the world at the turn of the 20th century.

• John Pierpont Morgan was an American financier, banker and art collector who dominated corporate finance and industrial consolidation during his time. He entered the field of banking at the age of 20.
• Morgan made money on the American Civil War by selling rifles to US forces. During the Panic of 1893, Morgan's syndicate kept the US Treasury afloat with $65 million in gold.
• From 1890 to 1913, 42 major corporations were organized or had their securities underwritten by J. P. Morgan and Company.
• Morgan had a knack for taking over troubled businesses, reorganizing them and returning them to profitability. But he wasn't always successful in his ventures. He was one of the principal owners of the White Star Line, which owned the RMS Titanic. The ship's sinking was a financial disaster for White Star and its owners.

Source: Wikipedia.org

Download this free copy of the last will and testament of Jacqueline Kennedy Onassis (1929-1994).

• Jacqueline Lee Bouvier Kennedy Onassis was the wife of the 35th president of the United States, John F. Kennedy, and served as First Lady during his presidency from 1961 until his assassination in 1963.
• The Kennedys had two children, Caroline and John Jr. Like any First Lady, Jacqueline was thrust into the spotlight and while she did not mind giving interviews or being photographed, she preferred to maintain as much privacy as possible for herself and her children.
• She was later married to Greek shipping magnate Aristotle Onassis from 1968 until his death in 1975.
• In later years she had a successful career as a book editor. She is remembered for her contributions to the arts and historic preservation, her unique sense of style and elegance, and her public stoicism in the wake of President Kennedy's assassination.

Biographical material taken from Wikipedia.com.

Read the Last Will and Testament of James Brown (1933-2006), the Godfather of Soul.

• James Joseph Brown was an American singer and entertainer, who started singing in church and talent contests, and dancing for money as a child. From the age of 6, he lived with his aunt, who ran a brothel.
• Brown began his professional career in 1956 and gained fame quickly through a string of smash hits and electrifying live concerts.
• He has been recognized as one of the most influential figures in the 20th century popular music and was often referred to as "the hardest working man in show business".
• Brown's career spanned half a century and influenced the development of many different musical genres.
• Although he contributed much to the music industry, Brown held the record as the artist who charted the most singles on the Billboard Hot 100 chart without ever hitting the number one spot.
  
  Source: Wikipedia.org

Download a free copy of the Last Will and Testament of James Gandolfini (1961-2013).

• James Gandolfini was an American actor best known for his role as Tony Soprano in HBO's TV series "The Sopranos" from 1999 until 2007. For this role he won 3 Emmys, 5 SAG awards and one Golden Globe.
• He came from a working class Italian family and grew up in New Jersey, where he became friends with John Travolta. The two later acted together in several films.
• While earning his BA from Rutgers University, he worked as a bouncer and later also earned a living as a bartender and club manager before embarking on his acting career.
• In addition to film and television roles, Gandolfini also worked in the theater.
• Aside from Tony Soprano, his most well-known roles include Albert in Enough Said (for which he won several posthumous awards), the stuntman Bear in Get Shorty, and the voice of Carol, one of the creatures in Where The Wild Things Are.
• In addition to being an actor, Gandolfini was also a producer / executive producer of several HBO projects.
• Gandolfini died of a heart attack at the age of 51.

Biographical information exerpted from Wikipedia.org.

This is a copy of the Last Will and Testament of James Smithson, who founded the Smithsonian Institution (1765-1826).

• James Smithson was a chemist and mineralogist in the late 1700s.
• He made numerous excursions throughout Europe to collect mineral and ore samples.
• He was made a member of the Royal Society of London in 1787 only a year after he graduated from college.
• His concise one-page Will set up a fund which established the Smithsonian Institution.

This is a copy of the Last Will of English novelist Jane Austen (1775-1817).

• The will is handwritten, in Austen's distinctive hand.
• Jane Austen's romantic fiction has been so popular over the years, it has earned her a place as one of the most widely read and beloved writers in English literary history, even among scholars and critics, who admire her realism and biting social commentary.
• Austen's most well known novels include Sense and Sensibility, Pride and Prejudice, Mansfield Park, and Emma.
• Her works are concerned with moral issues and highlight the dependence of women on marriage to secure their financial security and their place in society.

Source: Wikipedia.org

Download this free copy of the Last Will and Testament of Janis Joplin (1943-1970).

• Janis Joplin was an American blues rock singer and an enduring icon of the '60's youth movement.
• Her incendiary stage performances, problems with drug and alcohol abuse, and her tumultuous love life formed the basis for the movie The Rose.
• Joplin's musical legacy changed the history of rock & roll.
• Janis Joplin died of a drug overdose in 1970, at the age of 27.