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Trust related forms, kits, and documents for use in all states.

Trusts

Bill of Transfer to a Trust
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Bill of Transfer to a Trust

Your spouse should sign the Bill of Transfer to a Trust to eliminate any future contention that he or she had any right, title, or interest in the property transferred.


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Business Trust
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Business Trust

Business trusts are generally set up for tax and related benefits.

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Charitable Remainder Trust
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Charitable Remainder Trust

This is a standard charitable remainder trust. You should add or delete items as appropriate.


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Charitable Trust
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Charitable Trust

This is a standard charitable trust that can be easily modified to fit your needs.


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College Education Trust
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College Education Trust

This is a standard format for an educational trust. Add and modify as you see fit. The trust ends at 25, not 21. Consider whether you believe this appropriate for your circumstances.


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Declaration of Nominee Trust
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Declaration of Nominee Trust

This is a standard declaration for a nominee trust. Feel free to modify it to fit your circumstances.


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Decline to Serve as Trustee or Personal Representative
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Decline to Serve as Trustee or Personal Representative

It is a perilous task to act as a trustee or personal representative in this litigious age. You can modify this document to conform to other offices or positions you elect to decline to serve in.

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Employment Death Benefits Request
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Employment Death Benefits Request

This letter to the former employer of Decedent is intended to get maximum cooperation. If any assets are misplaced, or inadvertently hidden, employee records and close personal contacts at work may well help you uncover them.

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Living Trust
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Living Trust

A Trust is an entity which owns assets for the benefit of a third person (beneficiary). A Living Trust is an effective way to provide lifetime and after-death property management and estate planning. This is a straightforward Living Trust which can be modified as you see fit.

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Living Trust Amendment
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Living Trust Amendment

The living trust amendment is used to change a living trust. A living trust is a trust established during a person's lifetime in which a person's assets and property are placed within the trust, usually for the purpose of estate planning.

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Nominee Agreement
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Nominee Agreement

The purpose of this document is to be sure a nominee, or really a “straw” in the vernacular, remains just that.

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Revocable Living Trust
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Revocable Living Trust

An increasingly popular estate planning tool, a Revocable Living Trust is a legal document that allows for the transfer of property to the persons or organizations named in the Living Trust

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Revocation of Living Trust
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Revocation of Living Trust

This Revocation of Living Trust form is to revoke a living trust. A living trust is a trust established during a person's lifetime in which a person's assets and property are placed within the trust, usually for the purpose of estate planning.

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Transfer to Trust Request
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Transfer to Trust Request

Adapt this Letter Requesting Transfer to Trust to fit the circumstances of the various parties you must contact to collect your assets, have them properly transferred to your new trust, and be prepared to follow-up diligently to be sure all of the paperwork is in order.

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Trust Declaration, Stocks
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Trust Declaration, Stocks

Trust Declarations give you protection from the attachment of assets held personally in your name.

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Trust Preparation Personal Information Form
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Trust Preparation Personal Information Form

You should fill out a trust preparation personal information form for each member of your family and, if possible, include the related documents.

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Trust Revocation
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Trust Revocation

As with most things, getting out of them is harder than getting into them. Revoking a trust is no different. You must be sure the Trustee distributes the assets prior to signing the revocation.

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Trustee Resignation
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Trustee Resignation

Trustee resigns and ceases to serve and shall stop performing all duties and responsibilities undertaken as trustee of the trust.

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