Trust Agreements

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.

Keep your estate assets out of probate by setting up a living trust under this Revocable Trust Deed form for Canadian residents.

• The trust can be used to hold many kinds of assets including cash, real property, personal property, stocks and bonds.
• The trustees can use cash held in the trust fund to pay taxes, mortgage payments, maintenance and other costs associated with any real estate properties that form part of the trust assets.
• The beneficiaries can use and enjoy any real property held in trust until the division date (i.e. the date on which the trust assets are distributed and the trust is wound up).
• The trustees are authorized to divide and distribute any share of the trust in order to ensure that taxable capital gains required to be paid by the trust are kept to a minimum.
• The trustees are given specific instructions for handling payments to be made to minor beneficiaries or beneficiaries who are incapacitated.
• Trustees must disclose any potential conflict of interest and refrain from voting on any decisions which may put them in a position of conflict.
• The trustees are indemnified and held harmless against claims and losses arising from their acting in good faith as a trustee.
• This is a revocable trust which can be revoked by the trustees in their discretion.
• The package includes:
  • a Consent of Trustee form which should be signed by each trustee and successor trustee at the time they accept the appointment,
  • a Resolution of the Trustees to establish the trust,
  • a Trustees Register.
• Available in MS Word format.
• The Trust Deed template can be used in most provinces and territories of Canada. Some jurisdictions, such as Quebec, may require a French translation.

Terminate a living trust with this free Revocation Form for US-based trusts.

• This revocation form can only be used to collapse a revocable trust. By its very nature, an irrevocable trust cannot be revoked.
• The grantor (the person who set up the trust) has the authority to wind up the living trust.
• The grantor gives directions to the trustee to return all remaining trust property to the grantor.
• The trustee's appointment as trustee is revoked once the trust property has been returned.
• Available in MS Word format.

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 child;
• spendthrift trusts.

The Trust Structure in Canada is information for Canadian residents and is copyright by the author.

Place intellectual property in trust under the terms of this Trade Secret Deposit and Protection Agreement under US laws.

• Parties. The Agreement is between the owner of the trade secrets and a trustee who will hold the trade secrets in trust.
• Purpose of Trust. The owner deposits certain confidential business documentation with the trustee in order to maintain the audit trail documenting the ownership and creation dates of the trade secrets.
• Ownership. The ownership of all materials deposited with the trustee remains with the owner.
• Confidentiality. The trustee will keep the information confidential and will not disclose any of such information to third parties.
• Liability of Trustee. The trustee will not be liable for any damages. The owner indemnifies the trustee against liability or costs associated with its good faith actions under the agreement.
• Legal Costs. If the trustee is called upon to take part in any legal proceedings, the owner will pay all costs incurred by the trustee, and pay the trustee a per diem or per hour rate.
• Governing Law. This legal document template is governed by the laws of the United States.
• How to Obtain the Form. You can download the MS Word form immediately following purchase. The template is reusable and can be modified to meet your unique business needs.

Prepare a Trust Agreement for Land with this downloadable template form.

• The agreement is between a trustee corporation and a party that wants to purchase the land.
• The trustee corporation agrees to hold the land as bare trustee on behalf of the purchaser, which will be the beneficial owner.
• This is a generic legal form which does not contain references to any specific statutes.
• The Trust Agreement for Land is available in MS Word format and is fully customizable to meet your requirements.

Transfer ownership of shares to a trustee with this Trust Agreement for Shares.

• The trustee will hold the shares as a bare trustee on behalf of the beneficiaries of the trust.
• Aside from holding the shares in trust, the trustee has no other duties to perform.
• The trustee will not be paid any compensation for acting as trustee.
• This is a generic legal form which is not country specific.
• The Trust Agreement for Shares is a downloadable and fully editable template in MS Word format.

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.
• Available in MS Word format and fully editable.
• Intended to be used only in Canada.

Prepare a Trust Declaration for a trustee who is holding shares in trust with this easy-to-use template.

• The trustee declares that the shares registered in its name are being held in trust on behalf of another party, who is the beneficial owner of the shares.
• This form of declaration is commonly used when a parent holds shares in trust for a child, until the child reaches maturity.
• This is a generic legal form which can be used in many countries.
• Available in MS Word format.

Prepare a Trust Declaration for a trustee who holds voting shares with this easy-to-use template.

• The trustee declares that the shares are being held in trust on behalf of one or more other parties who are the beneficial owners of the shares.
• The trustee will vote the shares as he sees fit and the beneficial owners appoint the trustee as their proxy in that regard.
• This is a generic (not country-specific) legal form.
• The Trust Declaration with Voting Provisions is in MS Word format and is fully editable.