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    Canada Family Trust Forms to Set Up Trust


    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:

    • Trust Deed.
    • Resolutions of the original trustee accepting the trust, acknowledging the settlement and providing for execution of documents and banking authority.
    • Receipt for the settlement from the settlor.
    • Consent to Act as Trustee form.
    • Appointment of additional trustees.
    • Trustee resolutions to be signed by the additional trustees.

    This Family Trust Forms Package is available as a MS Word downloadable file which contains all the forms. Only for use in Canada.

    Download Type: Microsoft Word
    Last Updated: 09-December-2019
    SKU: 4195
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    Trusts and Tax Planning in Canada


    Learn about the various trust structures available to Canadians, and their tax benefits to the individual or business.

    This guide contains information on:
    • family trusts (bearer, inter vivo or "living" trusts and testamentary),
    • real estate investment trusts (REITs),
    • royalty trusts,
    • income trusts.
    Trusts and Tax Planning in Canada is provided by McClure Financial Services Ltd. and contains information relevant to Canadian residents and is in Adobe PDF format.