Trust Agreement

This trust amendment allows for the modification of an existing revocable trust instrument in any US jurisdiction without creating a new trust instrument or restating the existing one.

This template appoints a successor trustee of an irrevocable trust and can be customized for use in any US jurisdiction.

This document appoints a successor trustee of a revocable trust when the settlor is not the outgoing trustee, and can be customized for use in any US jurisdiction.

This template appoints a successor trustee of a revocable trust when the settlor resigns, becomes incapacitated, or dies, and can be customized for use in any US jurisdiction.

This document is a template for appointing a successor trustee of an irrevocable trust in California.

This document is a template for appointing a successor trustee of an irrevocable trust in Florida.

This document is a template for appointing a successor trustee of an irrevocable trust in Georgia.

This document is a template for appointing a successor trustee of an irrevocable trust in New Jersey.

This document is a template for appointing a successor trustee of an irrevocable trust in New York.

This document is a template for appointing a successor trustee of an irrevocable trust in Pennsylvania.

This document is a template for appointing a successor trustee of an irrevocable trust in Texas.

This document appoints a successor trustee of a revocable trust in California when the settlor is not the outgoing trustee.

This document is a template for appointing a successor trustee of a revocable trust in Georgia when the settlor is not the outgoing trustee.

This document is a template for appointing a successor trustee of a revocable trust in California when the settlor resigns, becomes incapacitated, or dies.

This document appoints a successor trustee of a revocable trust in Florida when the settlor is not the outgoing trustee.

This document appoints a successor trustee of a revocable trust in New Jersey when the settlor is not the outgoing trustee.

This document appoints a successor trustee of a revocable trust in New York when the settlor is not the outgoing trustee.

This document is a template for appointing a successor trustee of a revocable trust in Pennsylvania when the settlor is not the outgoing trustee.

This document appoints a successor trustee of a revocable trust in Texas when the settlor is not the outgoing trustee.

This document appoints a successor trustee of a revocable trust in Florida when the settlor resigns, becomes incapacitated, or dies.

This document is a template for appointing a successor trustee of a revocable trust in Georgia when the settlor resigns, becomes incapacitated, or dies.

This document is a template for appointing a successor trustee of a revocable trust in New Jersey when the settlor resigns, becomes incapacitated, or dies.

This document appoints a successor trustee of a revocable trust in New York when the settlor resigns, becomes incapacitated, or dies.

This document is a template for appointing a successor trustee of a revocable trust in Pennsylvania when the settlor resigns, becomes incapacitated, or dies.

This document is a template for appointing a successor trustee of a revocable trust in Texas when the settlor resigns, becomes incapacitated, or dies.

This document template allows for the transfer of an unsecured promissory note to a revocable trust, and can be tailored to any US jurisdiction.

This document template creates an irrevocable CRAT in California for two non-charitable beneficiaries to receive a guaranteed annuity concurrently then consecutively for a specified term, with the property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Florida for two non-charitable beneficiaries to receive a guaranteed annuity concurrently and consecutively for a specified term, with the property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT for a settlor in Georgia, providing two non-charitable beneficiaries with a guaranteed annuity concurrently and consecutively for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT for a settlor in Illinois with concurrent and consecutive annuity interests for two measuring lives, providing a guaranteed annuity to two non-charitable beneficiaries before the property is distributed to one or more charitable beneficiaries.

This document template creates an irrevocable CRAT for a settlor in Massachusetts with concurrent and consecutive annuity interests for two measuring lives, initially benefiting two non-charitable beneficiaries, and ultimately distributing the property to one or more charitable beneficiaries.

This document template creates an irrevocable CRAT in New Jersey for two non-charitable beneficiaries to receive a guaranteed annuity concurrently and consecutively for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in New York for two non-charitable beneficiaries, with an annuity period based on concurrent and consecutive interests for two measuring lives, and the property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust in Pennsylvania for two non-charitable beneficiaries to receive a guaranteed annuity concurrently and consecutively for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in California with two non-charitable beneficiaries receiving a guaranteed annuity for a specified term, followed by distribution of the property to one or more charitable beneficiaries.

This document template creates an irrevocable CRAT in Florida with an annuity period based on consecutive interests for two measuring lives, with the initial benefit going to two non-charitable beneficiaries and the final distribution to one or more charitable beneficiaries.

This document template creates an irrevocable CRAT in Georgia with an annuity period based on consecutive interests for two measuring lives, with the initial benefit going to two non-charitable beneficiaries and the final distribution to one or more charitable beneficiaries.

This document template creates an irrevocable CRAT in Illinois with an annuity period based on consecutive interests for two measuring lives, with the initial benefit going to two non-charitable beneficiaries and the final benefit going to one or more charitable beneficiaries.

This document template creates an irrevocable CRAT in Massachusetts for two non-charitable beneficiaries, who receive a guaranteed annuity consecutively for a specified term, with the property distributed to one or more charitable beneficiaries at the end of the term.

A Charitable Remainder Annuity Trust (CRAT) is a trust that provides consecutive interests for two measuring lives in New Jersey.

This document template creates an irrevocable CRAT in New York with an annuity period based on consecutive interests for two measuring lives, providing a guaranteed annuity to two non-charitable beneficiaries before the property is distributed to one or more charitable beneficiaries.

This document template creates an irrevocable CRAT in Pennsylvania for two non-charitable beneficiaries to receive a guaranteed annuity consecutively for a specified term, with the property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Texas for two non-charitable beneficiaries to receive a guaranteed annuity for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in California for a non-charitable beneficiary to receive a guaranteed annuity for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Florida for a non-charitable beneficiary to receive a guaranteed annuity for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Georgia for a non-charitable beneficiary to receive a guaranteed annuity for a set period of time, after which the property is distributed to charitable beneficiaries.

This document template creates an irrevocable CRAT in Illinois for a non-charitable beneficiary to receive a guaranteed annuity for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Massachusetts for a non-charitable beneficiary to receive a guaranteed annuity for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in New Jersey for a non-charitable beneficiary to receive a guaranteed annuity for a specified term, after which the property is distributed to one or more charitable beneficiaries.

This document template creates an irrevocable CRAT in Pennsylvania for a non-charitable beneficiary to receive a guaranteed annuity for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Texas for a non-charitable beneficiary to receive a guaranteed annuity for a specified term, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in California for a non-charitable beneficiary to receive a guaranteed annuity for life, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Florida for the benefit of a non-charitable beneficiary, with the remainder of the trust property distributed to one or more charitable beneficiaries upon the end of the annuity period.

This document template creates an irrevocable CRAT in Texas for a non-charitable beneficiary to receive a guaranteed annuity for their life, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Illinois with a non-charitable beneficiary receiving a guaranteed annuity for their life, followed by the property being distributed to one or more charitable beneficiaries.

This document template creates an irrevocable CRAT in Massachusetts with an annuity period based on one measuring life for a non-charitable beneficiary, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in New Jersey with a non-charitable beneficiary receiving a guaranteed annuity for life, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in New York for a non-charitable beneficiary to receive a guaranteed annuity for their life, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Pennsylvania with an annuity period based on one measuring life, providing a guaranteed annuity to a non-charitable beneficiary and distributing the remaining property to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT in Texas for a non-charitable beneficiary to receive a guaranteed annuity for their life, with the remaining property distributed to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable trust with a specified annuity period based on concurrent and consecutive interests for two measuring lives, which can be customized for use in any US jurisdiction and distributes the property to one or more charitable beneficiaries at the end of the term.

This document template creates an irrevocable CRAT with a consecutive annuity period based on two measuring lives for use in any US jurisdiction.

This document provides notice to beneficiaries of an irrevocable trust of their right to withdraw contributions made to the trust.

This template provides a declaration of homestead in Massachusetts for transferring an individual's primary residence to a revocable trust.

This letter template provides a comprehensive estate planning package for married or unmarried couples with children, including revocable trust contracts, pour-over wills, powers of attorney, and advance health care directives, and is customizable for use in any US jurisdiction.

This letter template provides a comprehensive overview of estate planning documents for married couples with children, including revocable trust contracts, pour-over wills, powers of attorney, and advance health care directives, with integrated notes and drafting tips.

This letter template provides comprehensive estate planning documents for married couples with children, including revocable trusts, QTIP trusts, pour-over wills, powers of attorney, and advance health care directives, with integrated notes and drafting tips.

This letter template provides married couples with children a comprehensive estate planning package, including revocable trust contracts, pour-over wills, powers of attorney, and advance health care directives, with integrated notes and drafting tips for customization in any US jurisdiction.

This template letter provides married couples with children a comprehensive estate planning package, including a QTIP trust with a Clayton provision, pour-over wills, powers of attorney, and advance health care directives, along with integrated notes and drafting tips.

This letter template provides comprehensive estate planning documents for married or unmarried couples with children, including a pot trust, separate share trusts, pour-over wills, powers of attorney, and advance health care directives, and is customizable for use in any US jurisdiction.

This letter template provides comprehensive estate planning documents for unmarried partners, including same-sex couples, with or without children, that can be customized for use in any US jurisdiction.

This online document provides a customizable template for settlors and trustees to use when funding and administering an irrevocable life insurance trust (ILIT) created by a married individual for the benefit of their spouse and children, with integrated notes providing important explanations and drafting tips.

This trust contract allows for annual exclusion gifts to an irrevocable trust for the benefit of a minor without requiring Crummey withdrawal rights.

This document is a template for an irrevocable inter vivos trust contract designed to allow the settlor to make annual gifts to the trust that qualify for the GST tax and federal gift tax annual exclusion.

This template is an irrevocable inter vivos gift trust contract designed to allow the settlor to make annual gifts to a trust for the benefit of a non-spouse beneficiary and remove the trust assets from the settlor's gross estate for federal estate tax purposes.

This ILIT contract is a customizable online document designed to hold life insurance policies for the benefit of the settlor's family, with the proceeds excluded from the settlor's estate for estate tax purposes.

This letter template provides California couples with children a comprehensive estate planning package, including revocable trust contracts, pour-over wills, powers of attorney, and advance health care directives, with integrated notes and drafting tips.

This template letter provides an overview of estate planning documents for married or unmarried couples with children in Florida, including revocable trust contracts, pour-over wills, powers of attorney, designations of health care surrogate, and living wills.

This letter template provides an overview of estate planning documents for married or unmarried couples with children in New Jersey, including revocable trust contracts, pour-over wills, powers of attorney, and advance directives for health care.

This letter template provides married or unmarried couples with children in New York with draft estate planning documents, including revocable trust contracts, pour-over wills, powers of attorney, health care proxies, and living wills, along with integrated notes and explanations.

This letter template provides married or unmarried couples with children in Pennsylvania with draft estate planning documents, including revocable trust contracts, pour-over wills, powers of attorney, and advance health care directives, along with integrated notes and explanations.

This letter template provides Texas couples (married or unmarried) with children a comprehensive estate plan, including revocable trust contracts, pour-over wills, statutory durable powers of attorney, medical powers of attorney, and directives to physicians, with integrated notes and drafting tips.

This template letter provides a comprehensive overview of estate planning documents for a married couple with children in California, including revocable trust contracts, pour-over wills, powers of attorney, and advance health care directives.

This template letter provides a comprehensive overview of estate planning documents for a married couple with children in Florida, including revocable trust contracts, pour-over wills, powers of attorney, designations of health care surrogate, and living wills, with integrated notes and drafting tips.

This template letter outlines the estate planning documents for a married couple with children in New York, including revocable trust contracts, pour-over wills, powers of attorney, health care proxies, and living wills, with integrated notes and drafting tips.

This letter template provides married couples in Texas with draft estate planning documents, including revocable trust contracts, pour-over wills, powers of attorney, and directives to physicians, along with integrated notes and drafting tips.

This template letter provides married couples with children in California draft estate planning documents, including revocable trust contracts, credit shelter trusts, QTIP trusts, pour-over wills, powers of attorney, and advance health care directives, with integrated notes and drafting tips.

This template letter outlines the estate planning documents for a married couple with children in New York, including revocable trust contracts, pour-over wills, powers of attorney, health care proxies, and living wills, with integrated notes and drafting tips.

This template letter provides married couples with children in Pennsylvania a comprehensive estate plan, including revocable trust contracts, pour-over wills, powers of attorney, and advance health care directives, with integrated notes and drafting tips.

This letter template provides married couples in Texas with comprehensive estate planning documents, including trusts and wills, that take into account the GST tax, with integrated notes and drafting tips.

This template letter provides a comprehensive overview of estate planning documents for a married couple with children in California, including revocable trust contracts, pour-over wills, powers of attorney, and advance health care directives, with integrated notes and drafting tips.

This template letter provides a comprehensive overview of estate planning documents for a married couple with children in Florida, including a revocable trust, pour-over wills, powers of attorney, designations of health care surrogate, and living wills, with integrated notes and drafting tips.

This template letter provides married couples with children in New Jersey draft estate planning documents including revocable trust contracts, pour-over wills, powers of attorney, and advance directives for health care, along with integrated notes and drafting tips.

This template letter outlines the key provisions of estate planning documents for a married couple with children in New York, including a revocable trust contract, pour-over wills, powers of attorney, health care proxies, and living wills, and provides integrated notes with explanations and drafting tips.

This template letter provides a comprehensive estate planning package for a married couple with children in Pennsylvania, including detailed explanations and drafting tips.

This template letter provides an overview of the estate planning documents for a married couple with children in Texas, including a revocable trust contract, pour-over wills, statutory durable powers of attorney, medical powers of attorney, and directives to physicians, with integrated notes and drafting tips.

This template letter provides a comprehensive overview of estate planning documents for a married couple with children in California, including a QTIP trust with a Clayton provision, pour-over wills, powers of attorney, and advance health care directives.

This letter template provides a comprehensive overview of estate planning documents for a married couple with children in Florida, including a QTIP trust with a Clayton provision, pour-over wills, powers of attorney, designations of health care surrogate, and living wills.

This letter template provides married couples with children in New York a comprehensive estate plan, including a QTIP trust with a Clayton provision, pour-over wills, powers of attorney, health care proxies, and living wills, with integrated notes and drafting tips.

This letter template provides married couples in Texas with draft estate planning documents, including a QTIP trust with a Clayton provision, pour-over wills, powers of attorney, and directives to physicians, along with integrated notes and drafting tips.