Trusts

This document is used to accept an appointment as trustee of a revocable or irrevocable trust in California.

This template can be used to accept an appointment as trustee of a revocable or irrevocable trust in any US jurisdiction.

This document is used to accept an appointment as a trustee of a revocable or irrevocable inter vivos trust or a testamentary trust in Florida.

This document is a template for accepting an appointment as trustee of a revocable or irrevocable inter vivos trust or a testamentary trust in Georgia.

This document template can be used to accept an appointment as trustee of a revocable or irrevocable trust in Illinois.

This document serves as a template for accepting an appointment as trustee of a revocable or irrevocable trust in Massachusetts.

This document template can be used to accept an appointment as a trustee of a revocable or irrevocable inter vivos trust in New Jersey.

This document is used to accept an appointment as a trustee of a revocable or irrevocable trust in New York.

This document is a template for accepting an appointment as a trustee of a revocable or irrevocable inter vivos trust or a testamentary trust in Pennsylvania.

This document template can be used to accept an appointment as a trustee of a revocable or irrevocable trust in Texas.

This document template outlines the necessary disclosures that must be made to the trust creator before the attorney (or relative of the attorney) can be appointed as trustee and receive compensation.

This trust amendment allows for modifications to an existing California revocable trust instrument without the need to create a new trust instrument or restate the existing one.

This trust amendment enables a client to modify an existing Florida revocable trust instrument without having to create a new trust instrument or restate the existing one.

This trust amendment allows for the modification or restatement of an existing Georgia revocable trust instrument without creating a new trust instrument or restating the existing one in its entirety.

This trust amendment allows for the modification of an existing Illinois revocable trust instrument without the need to create a new trust instrument or restate an existing one.

This trust amendment allows for modifications to an existing Massachusetts revocable trust instrument without creating a new trust instrument or restating the existing instrument.

This trust amendment allows for modification of an existing New Jersey revocable trust instrument without creating a new trust instrument or restating the existing one.

This trust amendment allows for modifications to an existing Pennsylvania revocable trust instrument without creating a new trust instrument or restating the existing instrument.

This document appoints a successor trustee of a revocable or irrevocable trust in Illinois.

This document appoints a successor trustee of a revocable or irrevocable trust in Massachusetts.

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 is used for transferring property to a revocable trust in California.

This document template is used to transfer property to a revocable trust in Florida.

This document template is used for transferring property to a revocable trust in the state of Georgia.

This document template is used for transferring property to a revocable trust in Illinois.

This document template is used for transferring property to a revocable trust in New Jersey.

This document template is used to transfer property to a revocable trust in Pennsylvania.

This document template is used for transferring property to a revocable trust in Texas.

This document template certifies the existence of a trust and provides information about its essential terms without revealing the full trust instrument.

This document template provides a certification of trust to certify the existence of a trust and its essential terms without providing a full copy of the trust instrument.

This document template certifies the existence of a trust and provides information about its essential terms without disclosing the full trust instrument.

This document template provides a certification of trust in Florida, outlining the settlor, trustee, and trustee's power and authority without providing a full copy of the trust instrument.

This document template certifies the existence of a trust and provides information about its essential terms without revealing the full trust instrument.

This document template provides information about a trust without revealing its full terms, including the creator, trustee, and trustee's power and authority.

This document template provides information about a trust without disclosing its full contents, including the settlor, trustee, and their powers and authority.

This document template certifies the existence of a trust and provides information about its essential terms without disclosing the full trust instrument.

This document template provides a certification of trust in Pennsylvania, outlining the settlor, trustee, and trustee's power and authority without providing a full copy of the trust instrument.

This document template provides a certification of trust in Texas, outlining the settlor, trustee, and trustee's power and authority without providing a full copy of the trust instrument.

This document template creates a Charitable Lead Annuity Trust (CLAT) for a settlor in New Jersey, providing a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a Charitable Lead Annuity Trust (CLAT) for a settlor residing in New York, which provides a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to one or more non-charitable remainder beneficiaries at the end of the term.

This document template creates a CLAT in Pennsylvania for a settlor, providing a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a CLAT in Texas for a settlor, providing a fixed annuity to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a CLUT, a type of CLT that provides a stream of income to charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable beneficiaries at the end of the term, and can be customized for use in any US jurisdiction.

This document template creates a California-based charitable lead unitrust (CLUT) for a settlor, providing a stream of income to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a CLUT in Florida for a settlor, with a stream of income for one or more charitable beneficiaries for a specified term, followed by a distribution of the remaining property to one or more non-charitable remainder beneficiaries.

This document template creates a CLUT in Georgia for a settlor, providing an annual stream of income to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable beneficiaries at the end of the term.

This document template creates a CLUT for a settlor in Illinois, providing a stream of income to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a charitable lead unitrust (CLUT) in New Jersey, providing a stream of income to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a New York-based charitable lead unitrust (CLUT) which provides a stream of income to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a Pennsylvania-based CLUT, which provides a stream of income to charitable beneficiaries for a set period of time, with the remaining assets distributed to non-charitable remainder beneficiaries at the end of the term.

This document template creates a Texas-based Charitable Lead Unitrust (CLUT) for a settlor, which provides a stream of income to one or more charitable beneficiaries for a specified term, with the remaining property distributed to non-charitable remainder beneficiaries at the end of the term.

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 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 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 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 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 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.