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ContractCentral® » Estate Planning » Trusts
Trust related forms, kits, and documents for use in all states.
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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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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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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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Executor Checklist
The Executor is encouraged to send out copies to heirs and interested parties to help effect an orderly collection and disbursement of assets, as permitted by law and statute.
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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
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
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
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
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
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 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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