Trust Agreements

Keep your assets out of probate when you die with this USA Declaration of Nominee Trust.

• A nominee trust is a trust created for the purpose of holding property on behalf of beneficiaries whose identities are kept secret.
• The trustee's sole duty is to hold the trust property and pay over any trust income to the beneficiaries. The trustee has no power to deal with the property except as directed by the beneficiaries.
• Unless terminated earlier by one or more beneficiaries, the trust will automatically terminate twenty years after its effective date.
• The trust will not be administered by any court.
• Any termination of the trust, amendments to the Trust Declaration, and any changes in trustees must be recorded in the county records.

It's never to early to start your estate planning. Buy the USA Declaration of Nominee Trust and get started on yours now.

Make a gift of real or personal property to a minor with this free Delivery & Receipt of Gift form under the Uniform Gifts to Minors Act (UGMA).

• The UGMA has been enacted in several states to allow assets to be held on behalf of a minor without the need to set up a special trust fund.
• The property is transferred to a custodian who will hold the property on behalf of the minor child.
• Download the form, fill it in and print it, ready for your signature.

The USA Delivery & Receipt of Gift to Minor form is a free download in MS Word format.

If you have property in other states that you want to place in trust, you need this USA Revocable Living Trust Agreement with a change of jurisdiction clause.

• This Trust Agreement allows the Trustee to move the trust property from one state to another if it will benefit the trust or any beneficiary with respect to taxes or any other reason.
• The Trustee will distribute the trust income as the grantors direct during their lifetime, and following their death, the trust estate is to be distributed to the beneficiaries specified by the grantors.
• The shares of minor beneficiaries are to be held in trust by the trustee and paid out to them when they reach a specific age.
• The share of any beneficiary who dies before receiving all of their share will be paid to any children of that beneficiary or, if there are no children, among the living descendants of the grantors, per stirpes.
• Any beneficiary or legal heir of the grantors who contests the terms of the trust is specifically disinherited by the grantors.
• The grantors may revoke the trust in whole or in part, or amend the Agreement at any time.

The USA Revocable Living Trust Agreement with Change of Jurisdiction Clause is ideal for anyone with out-of-state assets.

Set up a living trust as part of your estate plan with this template USA Revocable Living Trust Declaration.

• Placing your property in a living trust during your lifetime automatically avoids probate, and ensures that when you die your estate will be distributed to your beneficiaries.
• The settlor's property is transferred to the trustee, who holds it in trust on behalf of the beneficiaries.
• After the settlor's death, the trustee will pay all of the estate expenses and then distribute the remainder of the trust proceeds to the beneficiaries.
• This is a revocable trust, which means it can be revoked in whole or in part at any time during your lifetime.
• It should be used in connection with a Pour Over Will.
• Also included is an Approval from Spouse form, which the settlor's spouse must sign to consent to the transfer and release all rights to the trust property.

Set up a voting trust in the USA with this Voting Trust Agreement for Shares, between several stockholders and a trustee.

• deposit of the stock certificates with the trustee,
• issuance of trust certificates to the stockholders,
• the trustee is granted voting privileges and exercise rights associated with the shares.

Set up a voting trust to vote the shares in a corporation with this template Voting Trust Agreement for Shares.

• The parties to the Agreement are the corporation's shareholders, the trustee and a depositary with whom the shares are deposited.
• The purpose of the voting trust is to ensure continuity of the corporation's management and policies.
• The trustee is granted voting privileges and exercise rights associated with the shares.
• This is a generic legal form which is not specific to any country.
• The Voting Trust Agreement for Shares template is provided in MS Word format and is fully editable.

Use this easy template to prepare a Voting Trust Declaration with Right of First Refusal.

• The trustee holds certain shares as bare trustee on behalf of a number of beneficiaries.
• The trustee will vote and deal with the shares as the owners direct.
• The owners appoint the trustee as their proxy, and each one grants the other owners a right of first refusal to purchase their shares.
• This is a generic legal form template (not country-specific) and is fully editable.
• Available in MS Word format.

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.

Set up a land trust to preserve certain lands for conservation, agricultural or recreational purposes with this Land Trust Agreement for British Columbia.

• The trustee will have the powers necessary to lease, sell, mortgage or otherwise deal with the land but shall only exercise these powers at the direction of the beneficiaries.
• The trustee is required to maintain a current list of all beneficiaries and to furnish the beneficiaries with an annual statement of Trust income and expenses.
• The trustee will have no personal liability for any obligation of the Trust.
• The agreement provides for the resignation and replacement of the Trustee.
• The beneficiaries are individually responsible for reporting their respective share of the profits and earnings from the Trust.
• The trustee is instructed to terminate the trust and distribute the Trust property prior to the legally permitted time period for the existence of the Trust under applicable laws.

Appoint a replacement trustee for a trust with this package of forms for Canada.

• The package contains the following:
  • Appointment and Replacement of Trustee form.
  • Consent to Act as Trustee.
  • Resignation of Departing Trustee.
  • Trustee Resolutions to be signed by the original trustee(s), appointing the new trustee.
• This forms package is a downloadable digital product. All forms are contained in one file.
• Intended to be used only in Canada.