Set up a trust to protect your personal and business assets with a customizable Trust Agreement.

  • Province-specific forms as well as documents that can be used anywhere within Canada.
  • These legal documents were prepared pursuant to Canadian law and should only be used within their intended jurisdiction.
  • All documents can be easily edited to fit your unique needs.
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Alberta Trust and Indemnification Agreement for Land

Draw up a Trust Agreement for land in Alberta with this downloadable template.

  • The Agreement is made in respect of land which will be registered in the name of the trustee as bare trustee, to be held in trust on behalf of another party who is the beneficial owner.
  • The parties will each pay their separate debts, except for expenses already incurred, which will be paid by the owner.
  • The parties will keep each other indemnified against claims arising with res.....

Canada Alter Ego Trust Deed

Prepare an Alter Ego Trust Deed with this easy-to-use template, pursuant to the provisions of the Income Tax Act (Canada).

  • An alter ego trust can only be set up for an individual aged 65 or older.

  • The individual has the exclusive right to receive all income from the trust.

  • No other person, prior to the individual's death, may receive or otherwise obtain the use of any part of the trust's income or.....


Canada Bills of Sale for Spousal Trust Asset Transfer

Prepare four Bills of Sale for an asset transfer into a spousal trust, for use only in Canada.

This package contains bill of sale templates for the following:
  1. a transfer of assets from the spousal trust to an individual,
  2. a transfer of assets from the individual to a holding company,
  3. a transfer of assets from the holding company to an international investment corporation,
  4. a transfer of assets from the investment corporation to the trust.

Canada Family Trust Annual Resolutions

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.
The .....

Canada Family Trust Forms Package to Establish the Trust

Establish a trust fund and appoint trustees for a family trust with this package of forms for Canada.

The package contains the following documents:
  • 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 sign.....

Canada Family Trust Forms Package to Replace Trustee

Appoint a trustee for a family trust to replace one who is resigning with this package of forms for Canada, which includes:

  1. Appointment and Replacement of Trustee form.
  2. Consent to Act as Trustee.
  3. Resignation of Departing Trustee.
  4. Trustee Resolutions to be signed by the new trustee and the remaining trustees.
The Canada Family Trust Forms Package to Replace Trustee is a MS Word download. All forms are contained in one fil.....

Canada Irrevocable Discretionary Trust Deed

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 oc.....

Canada Trust Declaration by Nominee Trustee

Prepare a Trust Declaration by a nominee trustee who is the registered owner of shares with this template form for Canadian corporations.

  • The nominee trustee declares that the shares are held in trust for a beneficiary.
  • The trustee will exercise the voting rights of the shares as the beneficiary directs.
  • The trustee will deal with the shares as nominee only and in accordance with the beneficiary's instructions.
This Canada Declaration of Nomine.....

The Trust Structure in Canada

Learn about the trust structure in Canada in this free expert guide.

The guide provides an overview of the structure of a trust, the advantages of a tax structure as a vehicle for income splitting and tax planning for residents of Canada, and the characteristics of specific types of discretionary trusts, such as:
  • spousal (family) trusts;
  • trusts for minor children;
  • trusts for adult children;
  • trusts for long-term maintenance of a handicapped.....