Financial Forms
Create paperwork for your financial transactions and do your tax planning with these downloadable document templates.
Download customizable and reusable templates for lending, borrowing, collecting and investing money.
- We offer easy-to-use documents and information to help you manage your debt, accounts payable and receivables.
- Protect your assets and lower your taxes with effective tax planning strategies.
- Download template mortgages, bills of sale, loan agreements, promissory notes, and supporting documentation.
- Find information and forms to help you with retirement and succession planning.
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Ontario Forms to Establish Family Trust
Set up a family trust as part of your tax planning strategy with this package of forms for Ontario.
- The package contains the following forms:
- Irrevocable Trust Agreement,
- Consent of Proposed Trustee, which must be signed by each of the designated trustees,
- Resolutions of the Trustees establishing the trust,
- Receipt for the initial trust property,
- Promissory Note,
- Register of Trustees.
- The trust will be an irrevocable discretionary trust.
- The division date will be the first to occur of (i) the date of the principal or (ii) the day before the 21st anniversary of the execution date of the trust agreement.
- The agreement provides for the incapacity of a trustee or a beneficiary.
- The settlor will derive no income or capital or other benefit from the trust.
- The settlor cannot act as a trustee.
- The settlor cannot revoke the trust.
- For the purposes of the Income Tax Act, the trust can only be resident in Canada.
- The trustees will be indemnified and held harmless against claims, losses and damages in connection with their acting as trustees. The indemnities and protections afforded to any trustee under the agreement will continue to run even if the trustee ceases to hold the position of trustee.
- No distributions of capital or income shall be made at any time that there are less than two trustees in office.
- Available in MS Word format, fully editable.
- Intended to be used only in the Province of Ontario, Canada.
$59.99
Revocable Living Trust Deed for Family Trust | USA
Protect your assets and avoid probate proceedings by placing your estate property into a family trust with this USA Revocable Living Trust Deed.
- 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's death.
- During the grantor's lifetime, the trustee will pay the income and principal of the trust to the grantor as the grantor directs, or failing any instructions, as the trustee sees fit.
- The grantor will act as the original trustee of the Trust.
- If the grantor becomes unable to manage his/her affairs, the trustee may pay the trust income and principal to the grantor's spouse and/or children.
- On the grantor's death, his/her tangible personal property is to pass to his/her spouse, or if the spouse has predeceased, in equal shares per stirpes to the children.
- The trust estate is protected against claims, encumbrances, pledge or seizure as the result of any act of a beneficiary.
- On the death or incompetency of the grantor, the grantor's spouse or, alternatively, a majority of the grantor's children have the power to remove the trustee and appoint a successor.
- Available in MS Word format.
- Intended to be used only in the United States.
$29.99
Family Trust Final Distribution and Windup Package | Canada
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.
$21.99
