Products tagged with 'living trust form'

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Picture of Revocable Trust Deed | Canada

Revocable Trust Deed | Canada

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.
$49.99
Picture of Pour Over Will | USA

Pour Over Will | USA

Are you planning to use a Living Trust to avoid probate after your death? Be sure none of your property gets excluded from the trust with this USA Pour Over Will.

  • The purpose of a Pour Over Will is to ensure any property that has been intentionally or unintentionally left out of your trust during your lifetime will be transferred upon your death.
  • The Pour Over Will is not designed to reduce inheritance taxes payable by the beneficiaries of your estate.
  • It can ONLY be used in connection with creating a Living Trust.
  • Available in MS Word format.
  • This form is for United States residents only.
  • A Pour Over Will is essential when putting estate assets in trust.
$15.99
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 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 Joint Spousal Trust Deed | Canada

Joint Spousal Trust Deed | Canada

Prepare a Joint Spousal Trust Deed with this downloadable template, pursuant to the provisions of the Income Tax Act (Canada).

  • A joint spousal trust is an inter vivos trust established to benefit both spouses during their lifetimes and includes provisions for the remaining spouse after one passes away.
  • When both spouses die, the trust property passes to the remainder beneficiaries named in the trust agreement.
  • The assets held within the trust bypass the probate process.
  • The trust deed is governed by Canadian tax laws and is intended to be used only within Canada.
  • Available in MS Word format.
$14.99
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