UNITED STATES

Don't let income and estate taxes eat up your personal or business assets. Put them into a trust with these easy to use Trust Agreement templates.

  • State-specific as well as generic document templates available.
  • All forms are easy to edit and customize to fit your unique needs.
  • Prepared in accordance with U.S. tax laws.
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Picture of Amendment to Living Trust for Charitable Gift | USA

Amendment to Living Trust for Charitable Gift | USA

Amend your Revocable Living Trust to make a charitable gift with this downloadable template form for USA trusts.

  • This Amendment lets you gift some of the trust property to a charity or non-profit organization.
  • You can change the original Trust Agreement giving the trustee instructions to make the charitable gift.
  • This template is only for trust agreements made in the United States.
  • The form is provided in MS Word format and is easy to fill in and print.
$6.29 $5.99
Picture of Business Trust Declaration and Agreement | USA

Business Trust Declaration and Agreement | USA

Use this template Business Trust Declaration and Agreement to set up a U.S. business trust to protect your assets and reduce taxes.

  • The trustees will hold all property, income and profit of the business in trust for the beneficial shareholders.
  • The trustees are authorized to sign documents, hold title to property, buy and sell property, conduct business, commence or defend litigation, adopt and enforce bylaws and regulations, and carry out other actions in the name of the Trust.
  • Shareholders are not liable, and every obligation entered into by the trustees must stipulate in writing that the shareholders are not liable for any debt or liability incurred in connection with such obligation.
  • Trustees are only liable for their own actions, and not for the actions of the other trustees. No trustee shall be personally liable for any act or duty carried out on behalf of the Trust.
  • Available in MS Word format.
  • Intended to be used only within the United States.
$17.99
Picture of California Revocable Living Trust Agreement

California Revocable Living Trust Agreement

Protect your assets and avoid probate proceedings by placing your estate property into trust with this Revocable Living Trust Agreement for California residents.

  • The trustee will pay the trust income to the settlor (maker of the trust), and such portion of the principal of the trust as the trustee sees fit for the medical care, maintenance and welfare of the settlor.
  • If the settlor becomes unable to manage his/her affairs, the trustee may pay the trust income and principal to the settlor's spouse and/or children.
  • The settlor may make changes to or revoke the Trust Agreement by written notice to the trustee.
  • Upon the settlor's death, the remaining trust property is to be distributed to the beneficiaries in a manner set out in a schedule to the Agreement.
This California Revocable Living Trust Agreement is in MS Word format, and is fully editable to fit your circumstances.
$17.99
Picture of Charitable Trust Deed | USA

Charitable Trust Deed | USA

Set up an IRS-approved charitable trust with this template Charitable Trust Deed for US residents.

  • The trust will be administered by a corporate trustee and one or more individual trustees.
  • The trust property and income are to be used only for the charitable purposes stated in the Trust Deed and not to benefit any person or company.
  • The trustees must make distributions in such a manner as not to subject the trust to any tax, and shall not engage in any self dealing as described in Section 4941 of the Internal Revenue Code.
  • The trustees shall not retain any excess business holdings as defined in Section 4943 of the Code and shall not make any investments as defined in Section 4944 of the Code.
  • The trustees must not make any taxable expenditure which would subject the Trust or any corporate trustee to tax under Section 4945 of the Code.
  • This template is provided in MS Word format and is easy to use.
  • Governed by American tax laws and intended for use only in the United States.
$12.49
Picture of Illinois Land Trust Agreement

Illinois Land Trust Agreement

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

  • A land trust is a method of real estate ownership in which a trustee holds legal title to the real estate.
  • The trust's beneficiaries have full power to dispose of the property and complete control over its management.
  • The beneficiaries' rights and powers pass to their executors upon their death, and do not form part of their estate.
  • The beneficiaries have the right to revoke, alter or amend the trust agreement on written notice to the trustee.
  • The beneficiaries are responsible for filing tax reports and paying all real estate taxes and charges on the property.
  • Available in MS Word format and fully editable.
  • Intended for use only in the State of Illinois.
$17.99
Picture of Irrevocable Trust Declaration | USA

Irrevocable Trust Declaration | USA

Prepare an Irrevocable Trust Declaration to set up trusts for the benefit of a grantor's adult children with this template form for the USA.

  • In the event of a beneficiary's death, the assets will be distributed per stirpes, but if the deceased beneficiary has no children, the share is distributed to the other beneficiaries.
  • The net income will be distributed at the end of each calendar quarter. The body of the trust will be paid to the beneficiaries when they reach a specified age.
  • The grantor cannot borrow any part of the trust property or income without adequate security and interest.
  • The property or income of the trust cannot be sold for less than adequate compensation.
  • This form is available in MS Word format. It can be easily customized to fit your circumstances.
  • Governed by U.S. laws and intended for use only within the United States.
$17.99
Picture of Receipt for Trust Assets and Discharge of Trustee | USA

Receipt for Trust Assets and Discharge of Trustee | USA

Terminate a trust and discharge the trustee with this Receipt for Trust Assets and Discharge of Trustee form for the USA.

  • The beneficiaries of the trust must sign the form.
  • The receipt portion of the form states that all of the trust property has been distributed to the beneficiaries.
  • The trustee is discharged from his/her duties as trustee following the distribution.
  • The form is available in MS Word format.
  • Intended to be used only for trusts established in the United States.
$2.49
Picture of Revocable Living Trust Deed for Family Trust | USA

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
Picture of Revocation of Revocable Living Trust Deed | USA

Revocation of Revocable Living Trust Deed | USA

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.
$0.00
Picture of Trade Secret Deposit and Protection Agreement | USA

Trade Secret Deposit and Protection Agreement | USA

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.
$14.99
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