Picture of Family Trust Final Distribution and Windup Package | Canada Picture of Family Trust Final Distribution and Windup Package | Canada Picture of Family Trust Final Distribution and Windup Package | Canada Picture of Family Trust Final Distribution and Windup Package | Canada

Family Trust Final Distribution and Windup Package | Canada

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Prepare the resolutions and documents to  make a final distribution of trust assets to the beneficiaries and wind up a family trust with this package of forms for Canada.

  • The package contains the following forms:
    • Letter from the responsible law firm to the trustees;
    • Resolution of the trustees distributing all of the trust property and assets to the beneficiaries;
    • Receipt for trust property, to be signed by each beneficiary upon receipt of their share of the trust property;
    • Final reporting letter from the law firm to the trustees enclosing the signed documents;
    • Resolution of the corporation in which the family trust holds shares, authorizing the share transfers from the family trust to the beneficiaries;
    • Resolution of the trustees paying out the balance of a loan and cancelling a promissory note securing the loan.
  • The forms are provided in one package, as a downloadable and customizable Microsoft Word file.
  • Governed by Canadian tax laws and intended to be used only within Canada.
Document Type: Microsoft Word
Last Updated: 09-December-2025
SKU: 9218
$21.99
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Establish a trust fund and appoint trustees for a family trust with this package of forms for Canada.

  • The Family Trust package contains the following documents:
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    • Receipt for the settlement from the settlor.
    • Consent to Act as Trustee form.
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  • Available in MS Word format.
  • Governed by Canadian tax laws and intended to be used only in Canada.
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Canada Family Trust Annual Resolutions

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Prepare annual resolutions for a family trust in Canada with this easy-to-use forms package which contains:

  • Trustee resolutions naming the records office, appointing the accountants, and confirming the acts of the trustees.
  • Trustee resolutions resolving that all income allocations and expense payments required to be made have been or will be made for the year, and that the trust will not be liable for income tax under Part 1 of the Income Tax Act (Canada).
  • This forms package is a downloadable MS Word file containing all of the resolutions. Fully editable and easy to use.
  • Intended to be used only in Canada.
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Prepare an Alter Ego Trust Deed with this easy-to-use template, pursuant to the provisions of the Income Tax Act (Canada).

  • Who Can Use This Form. An alter ego trust can only be created by an individual aged 65 or older, who will have the exclusive right to receive all income from the trust.
  • Trust Income.  During the settlor's lifetime no person other than the settlor may receive or otherwise obtain the use of any part of the trust's income or capital.
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  • Legal Jurisdiction. This Alter Ego Trust Deed template is governed by Canadian tax laws and is intended to be used only within Canada.
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