Trusts

About this category:

Trusts documents are legal documents used to create and manage trusts. They outline the terms of the trust, including the purpose of the trust, the trustee’s duties and responsibilities, the beneficiaries, and the assets of the trust. Trusts documents also provide instructions for how the trust should be managed and administered, and how the assets should be distributed upon the death of the grantor.

Templates in this category:

Letter to Financial Institution: Transfer of Accounts to Revocable Trust (Georgia)

This legal template is a letter drafted by an individual residing in Georgia, under the jurisdiction of USA law, to a financial institution. It requests the transfer of their accounts to a revocable trust, ensuring proper estate planning and asset management.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
26
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Revocable Joint Trust for Married Couple: Simple

This legal template is a straightforward document outlining the formation of a revocable joint trust specifically designed for a married couple. It likely includes provisions for asset distribution, estate planning, and instructions for management and revocation of the trust.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Funding Irrevocable Life Insurance Trust (Single Individual with Trust for Children) (Client Memorandum)

This legal template is a client memorandum that provides guidance on funding an Irrevocable Life Insurance Trust for a single individual, with a specific focus on providing financial security for their children. It outlines the steps and considerations involved in establishing and managing such a trust.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Will for Individual with Spouse or Partner: Pot Trust for Children (Pennsylvania)

This legal template likely pertains to a will for an individual residing in Pennsylvania who wants to provide for their spouse or partner as well as set up a trust for their children. The pot trust ensures that the assets are managed and distributed among the children in a fair and efficient manner.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
10
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Letter to Client: Drafts of Wills with Disclaimer Trust for Married Individual (Florida)

This legal template is a letter to a client in Florida, USA, providing drafts of wills that include a disclaimer trust for married individuals. The document addresses legal considerations and options for estate planning in accordance with US law.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
14
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Letter to Client: Drafts of Wills with Marital Trust and Clayton Provision for Married Individual (New York)

This legal template is a letter to a client regarding the drafting of wills. It specifically deals with wills that include provisions for a marital trust and the Clayton provision, which are relevant for married individuals in New York under USA law.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Letter to Client: Drafts of Wills with Separate Share Trusts for Children for Individual with Spouse or Partner (New York)

This legal template is a letter addressed to a client in New York, providing drafts of wills that include separate share trusts for children, for individuals who have a spouse or partner, in accordance with USA law.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
16
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Letter to Client: Drafts of Wills with Disclaimer Trust for Married Individual (Pennsylvania)

This legal template is a letter addressed to a client in Pennsylvania, USA. It pertains to the creation of draft wills, specifically for a married individual, incorporating a disclaimer trust.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
25
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Letter to Client: Drafts of Revocable Trusts with Pot Trust for Children for Individual with Spouse or Partner (New Jersey)

This legal template is a letter to a client providing drafts of revocable trusts with pot trust for children. It is specifically tailored for individuals in New Jersey who have a spouse or partner and seeks to comply with USA law.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
26
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Appointment of Successor Trustee (Illinois)

This legal template pertains to the appointment of a successor trustee in the state of Illinois, in accordance with the laws and regulations of the United States. It outlines the process by which a successor trustee is designated to take over the responsibilities and management of a trust in the event that the current trustee is unable or unwilling to fulfill their duties.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Flip-CRUT and Flip-NIMCRUT Unitrust Payment Options for Term of Concurrent and Consecutive Interests (CRUT)

This legal template provides options for unitrust payments for Flip-CRUT and Flip-NIMCRUT, which are charitable remainder unitrusts with concurrent and consecutive interests, under the laws of the United States of America. It outlines the terms for receiving periodic payments from these trusts.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Letter to Client: Outline Simple Revocable Joint Trust for Married Couple (Texas)

This legal template is a brief letter intended to outline the details of a Simple Revocable Joint Trust for a married couple residing in Texas, as per the laws of the United States.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Will for Individual with Partner: Trust for Partner (Florida)

This legal template likely pertains to an individual in Florida who wants to create a will, including provisions for their partner. It may also involve establishing a trust to ensure the partner's financial security and outline specific instructions for the distribution of assets after the individual's death.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Appointment of Successor Trustee For Irrevocable Trust

This legal template serves the purpose of appointing a successor trustee for an irrevocable trust, in accordance with the laws prevailing in the United States.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Letter to Client: Outline Will with Pot Trust for Children for Single Individual (Texas)

This legal template is a letter addressed to a client and provides an outline for creating a will specifically for a single individual living in Texas, USA. It focuses on incorporating a pot trust to ensure the effective management and distribution of assets to their children.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Charitable Remainder Annuity Trust (CRAT): Number of Years (Texas)

This legal template pertains to the establishment and administration of a Charitable Remainder Annuity Trust (CRAT) in the state of Texas, in accordance with the laws of the United States of America. It specifically deals with determining the number of years for the trust to remain active.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Resignation of Trustee

This legal template could outline the process and necessary details for the resignation of a trustee from their position within a trust arrangement, including the transfer of responsibilities and assets to a successor trustee.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
26
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Letter to Client: Outline Simple Revocable Trust Contract for Single Individual (California)

This legal template provides a letter to a client outlining a simple revocable trust contract specifically designed for a single individual residing in California, in accordance with the laws of the United States.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
2
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Memorandum to Client: Funding Revocable Joint Trust for Couple (Illinois)

This legal template is a memorandum addressed to a client in Illinois, providing guidance and information regarding the establishment of a funding revocable joint trust for a couple. The template likely includes details on the legal process, requirements, and benefits of creating this type of trust in Illinois.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Letter to Client: Drafts of Revocable Trusts with Credit Shelter and QTIP Trusts for Married Individual (New York)

This legal template is a letter addressed to a client and relates to the drafting of revocable trusts with specific provisions for credit shelter and QTIP trusts. It pertains specifically to married individuals residing in New York and is based on the laws of the United States.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
11
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Drafts of Revocable Trusts with Credit Shelter and QTIP Trusts with GST Planning for Married Individual (Letter to Client)

This legal template is designed to provide a draft of a Revocable Trust for married individuals, with provisions for a Credit Shelter Trust, QTIP Trust, and GST planning. It is intended to be used as a letter to the client, outlining the details of the trust structure and its implications under USA law.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Letter to Client: Outline Will with Pot Trust for Children for Single Individual (New York)

This legal template is a letter specifically for clients in New York, USA. It provides an outline for preparing a will that includes a Pot Trust for children of a single individual, ensuring their financial security and effective distribution of assets.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Revocable Trust for Individual with Spouse or Partner: Separate Share Trusts for Children (Illinois)

This legal template could be a document that outlines the creation of a revocable trust for an individual in Illinois who has a spouse or partner. The trust may include separate share trusts for their children, specifying how assets and property should be distributed among them.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Charitable Remainder Unitrust (CRUT): NIMCRUT Unitrust Payment for Term of Consecutive Interests (Illinois)

This legal template is about a Charitable Remainder Unitrust (CRUT) specifically related to NIMCRUT Unitrust Payment for Term of Consecutive Interests in the state of Illinois, under USA law. It likely provides a framework for setting up and managing a charitable trust that allows for income payments to individuals for a specified term before the remainder is donated to a charitable cause.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Will for Individual with Partner: Trust for Partner (Texas)

This legal template could potentially be for an individual in Texas who wants to create a will that includes a trust specifically for their partner. The trust could outline how the partner will benefit from the individual's assets and ensure their financial security after the individual's passing.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
25
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (New York)

This legal template could be a document outlining the establishment of a Charitable Remainder Annuity Trust (CRAT) in New York, under the jurisdiction of USA law. It may provide guidelines on the creation, administration, and management of the trust, including the selection of a measuring life for annuity payments. This template is likely designed to help individuals or organizations with philanthropic intentions to set up a structured way of donating assets to a charitable cause while receiving periodic income.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (New Jersey)

This legal template likely pertains to the creation and regulation of a Charitable Remainder Annuity Trust (CRAT) in the state of New Jersey, under the legal framework of the United States. The template may include provisions regarding the determination of the measuring life, which refers to the individual whose lifespan determines the duration of the trust.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Revocable Trust for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (Georgia)

This legal template is a document specifically designed for married individuals residing in Georgia. It establishes a revocable trust for the purpose of utilizing credit shelter and QTIP (Qualified Terminable Interest Property) trusts, including GST (Generation-Skipping Transfer) tax planning, in order to protect and manage their assets.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
16
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (California)

This legal template is a document that outlines the arrangement of a Charitable Remainder Annuity Trust (CRAT) in California, following the laws of the United States. It focuses specifically on consecutive interests for two measuring lives, providing guidance on how to structure and manage such a trust.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Third-Party Special Needs Trust Contract (Georgia)

This legal template could be about a contract to establish a special needs trust in the state of Georgia, where a third party agrees to manage and distribute assets for the benefit of an individual with special needs, ensuring their financial security and maintaining eligibility for government benefits.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
4
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Acknowledgment of Disclosure Regarding Attorney or Relative of Attorney as Trustee (Florida)

This legal template is likely an agreement where a party acknowledges that they have been informed that an attorney or a relative of an attorney is acting as a trustee, in accordance with the laws of Florida, USA.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Funding morandum to Client: Funding o Client: Funding Irrevocable Inter Vivos Gift Trust for Non Spouse Beneficiary (Client Memorandum)

This legal template is a memorandum intended for a client regarding the establishment of a Funding Irrevocable Inter Vivos Gift Trust. The trust is designed to provide financial support to a non-spouse beneficiary, and this document outlines the details and implications for the client.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
14
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Revocable Trust for Individual with Spouse or Partner: Pot Trust for Children (Florida)

This legal template is likely a document that outlines the creation of a revocable trust in Florida, specifically designed for individuals who have a spouse or partner. The trust may also include provisions for a "pot trust" which allows for the distribution of assets to children.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Revocable Trust for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (Illinois)

This legal template is designed for married individuals in Illinois who wish to create a revocable trust that combines credit shelter and qualified terminable interest property (QTIP) trusts. It also includes provisions for generation-skipping transfer (GST) tax planning.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
13
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Revocable Living Trust Agreement (Genie AI)

This legal template could be about a legal document that establishes a revocable living trust agreement, which allows a person to transfer their assets into a trust during their lifetime and have control over them while they are alive, while also providing the ability to easily amend or revoke the trust as needed.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Revocable Trust for Single Individual: Separate Share Trusts for Children (Illinois)

This legal template is likely a document relating to a revocable trust for a single individual in the state of Illinois. It specifically involves the creation of separate share trusts for the individual's children, allowing for efficient and flexible management and distribution of assets to each child.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Will for Single Individual: Separate Share Trusts for Children (New York)

This legal template is designed for single individuals in New York who want to create a will with separate share trusts for their children. The template helps outline how the individual's assets will be divided and managed for each child, ensuring their financial security and protection after the individual's passing.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Revocable Trust for Married Individual: Disclaimer Trust (California)

This legal template is likely a document that outlines the creation of a revocable trust for a married individual in the state of California. Specifically, it focuses on a disclaimer trust, which allows the spouse to disclaim or decline a portion of their inheritance, thereby passing it on to further beneficiaries for tax planning and other purposes.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
13
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Will For Single Individual: Separate Share Trusts For Children

This legal template is designed for a single individual who wishes to create separate share trusts for their children in their will. The template likely includes provisions to ensure the individual's assets are distributed to their children in separate trusts, with specific instructions on when and how these funds can be accessed.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Charitable Remainder Unitrust (CRUT): NIMCRUT Unitrust Payment for Term of Consecutive Interests (New York)

This legal template outlines the terms and conditions for a Charitable Remainder Unitrust (CRUT) in New York under USA law. It specifically covers the unitrust payment for a consecutive term of interests, specifically for a Net Income with Makeup Charitable Remainder Unitrust (NIMCRUT).

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
6
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Certification of Trust (Pennsylvania)

This legal template is likely a document that certifies the existence and details of a trust in the state of Pennsylvania, in accordance with the laws of the United States. It may include information about the trustee, beneficiaries, assets, and other relevant details pertaining to the trust.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
19
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Revocable Trust for Individual with Spouse or Partner: Separate Share Trusts for Children (Massachusetts)

This legal template is focused on creating a Revocable Trust specifically tailored for individuals in Massachusetts who have a spouse or partner. The trust also includes provisions for the creation of separate share trusts for their children.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
6
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Revocable Trust for Individual with Spouse or Partner: Pot Trust for Children (Pennsylvania)

This legal template likely provides a framework for creating a revocable trust for an individual with a spouse or partner in the state of Pennsylvania. Additionally, it may include provisions for establishing a pot trust to benefit children.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Irrevocable Life Insurance Trust for Married Individual: Trust for Spouse and Children (Pennsylvania)

This legal template is a document that establishes a trust for a married individual in Pennsylvania under USA law. Specifically, it creates an Irrevocable Life Insurance Trust for the benefit of the individual's spouse and children.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (New Jersey)

This legal template is a letter addressed to a client in New Jersey, USA, regarding the draft of wills and the inclusion of a Pot Trust for children of an individual with a spouse or partner. The letter likely provides instructions, terms, and legal requirements to ensure the client's wishes are properly executed in accordance with state law.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Restatement of Revocable Trust Contract

This legal template encompasses a comprehensive review and restatement of a revocable trust contract. It aims to clarify and update the terms and provisions governing the trust, ensuring accuracy, compliance, and a clear understanding for all involved parties.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
14
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Charitable Remainder Unitrust (CRUT): NICRUT Unitrust Payment for a Term of Years (Florida)

This legal template likely pertains to a charitable trust established under USA law in the state of Florida. Specifically, it focuses on a Charitable Remainder Unitrust (CRUT) arrangement called NICRUT, wherein periodic payments are made for a fixed term of years.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Revocable Trust for Individual with Spouse or Partner: Pot Trust for Children (Illinois)

This legal template is a document specifically designed for individuals in Illinois who have a spouse or partner and would like to create a revocable trust. The trust includes a pot trust provision that ensures the assets are managed for the benefit of their children.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (Massachusetts)

This legal template is a letter addressed to a client in Massachusetts, USA, regarding the drafts of wills. It specifically includes provisions for establishing a pot trust for the client's children, taking into consideration their spouse or partner's involvement.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Letter to Client: Drafts of Wills with Credit Shelter and QTIP Trusts with GST Tax Planning for Married Individual (New York)

This legal template is a letter addressed to a client and specifically focuses on drafting wills for a married individual in New York under USA law. The wills include provisions for Credit Shelter and QTIP Trusts, along with GST Tax Planning. The letter likely provides guidance on executing these trusts to help the client minimize potential taxes and protect their assets.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
9
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Revocable Trust for Married Individual: Disclaimer Trust (New Jersey)

This legal template is a revocable trust document specifically designed for married individuals in New Jersey. It establishes a disclaimer trust, allowing the grantor to transfer assets to the trust while retaining control and flexibility over the assets during their lifetime. The trust document also includes provisions that enable the grantor's spouse to disclaim a portion of the trust assets, which may have significant tax benefits.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Irrevocable Life Insurance Trust for Married Individual: Trust for Spouse and Children (Georgia)

This legal template is a document that outlines the establishment and management of an Irrevocable Life Insurance Trust specifically designed for a married individual residing in Georgia, USA. The trust focuses on providing financial protection for the spouse and children of the insured individual.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Letter to Client: Outline Will with Separate Share Trusts for Children for Single Individual

This legal template is a letter addressed to a client, providing an outline for a will that includes separate share trusts for children. The template is specifically tailored for single individuals, and is in accordance with the laws of the United States of America.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
13
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner (Massachusetts)

This legal template is a letter sent to a client and provides drafts of simple revocable trust contracts specifically designed for individuals with a spouse or partner in Massachusetts, under the jurisdiction of USA law.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (Massachusetts)

This legal template likely pertains to the establishment and regulation of a Charitable Remainder Annuity Trust (CRAT) in the state of Massachusetts, USA. It likely involves determining the designated measuring life for the trust and outlines the legal requirements and provisions specific to CRATs under US law.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Declination of Trusteeship (Pennsylvania)

This legal template outlines the process and provisions for trustees in Pennsylvania to decline their trusteeship responsibilities under the jurisdiction of the United States. It includes the necessary legal steps and requirements for trustees to formally withdraw from their duties.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
16
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Charitable Lead Unitrust (CLUT) (Texas)

This legal template likely pertains to the establishment and operation of a Charitable Lead Unitrust (CLUT) in the state of Texas under USA law. CLUT is a type of trust that provides annual payments to a charitable organization for a specified period, after which the remaining assets are distributed to beneficiaries named in the trust. The template might include provisions related to trust management, beneficiary designations, terms and conditions, and compliance with Texas and federal laws.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Irrevocable Life Insurance Trust for Married Individual: Trust for Spouse and Children (California)

This legal template is designed to create an Irrevocable Life Insurance Trust for married individuals residing in California under the jurisdiction of USA law. The trust's purpose is to provide financial security for the spouse and children by managing life insurance policy proceeds.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Revocable Trust for Married Individual: Marital Trust and Clayton Provision (Texas)

This legal template is a document that creates a revocable trust specific to married individuals in Texas. It includes provisions for a marital trust and a Clayton provision, which allows the surviving spouse to have control over certain trust assets while ensuring protection for beneficiaries.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
14
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Will for Individual with Spouse or Partner: Separate Share Trusts for Children (Texas)

This legal template is a document that helps individuals in Texas create their will. It specifically caters to those who have a spouse or partner and want to establish separate share trusts for their children. The template outlines the process and guidelines for dividing and distributing assets and properties to ensure the well-being of both the spouse/partner and the children after the individual's demise.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Revocable Trust for Single Individual: Pot Trust for Children (California)

This legal template is a document that outlines the creation of a revocable trust specifically designed for a single individual residing in California. The trust aims to distribute assets to children, providing financial support and management through a pot trust structure.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Revocable Trust for Individual with Spouse or Partner: Simple

This legal template could be a document outlining the terms and conditions for a revocable trust created by an individual who has a spouse or partner. The purpose of this trust may be to manage assets and provide for the financial security of the beneficiary and their partner. The template likely offers a simple and easily customizable framework for creating such a trust.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner (Florida)

This legal template is a letter addressed to a client and contains drafts of simple revocable trust contracts tailored for individuals who have a spouse or partner in the state of Florida, under the jurisdiction of United States law.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Charitable Lead Annuity Trust (CLAT) (Pennsylvania)

This legal template likely provides a framework for establishing a Charitable Lead Annuity Trust (CLAT) in the state of Pennsylvania under the laws of the United States. A CLAT is a type of charitable trust that provides an income stream to a charitable organization for a predetermined period, after which the remaining assets are passed on to non-charitable beneficiaries.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Will for Single Individual: Separate Share Trusts for Children (Massachusetts)

This legal template is likely a document that specifies the distribution of assets and guardianship of minor children in the event of the single individual's death. By creating separate share trusts for each child, it ensures the individual's estate is divided appropriately and managed on behalf of each child until they reach adulthood, as per Massachusetts law.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Charitable Remainder Unitrust (CRUT): Fixed Percent Unitrust Payment for Term of One Measuring Life (Florida)

This legal template is likely a document that outlines the terms and conditions of a Charitable Remainder Unitrust (CRUT) payment plan in the state of Florida, under the jurisdiction of USA law. It specifically focuses on a fixed percentage unitrust payment for the duration of one person's measured life.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Georgia)

This legal template is likely a document outlining the establishment and operation of a Charitable Remainder Annuity Trust (CRAT) in the state of Georgia, following the regulations and guidelines set by United States law. The template may address the consecutive interests of two measuring lives, which typically refer to the individuals whose lifespans are used to determine the duration and distribution of the trust's income.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
11
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Revocable Joint Trust for Married Couple: Simple (New Jersey)

This legal template is likely about a revocable joint trust designed for married couples residing in New Jersey. It provides a straightforward way for couples to manage their assets and ensure they can revise or revoke the trust as needed.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Irrevocable Life Insurance Trust for Single Individual: Trust for Children (Texas)

This legal template is a document that outlines the establishment of an Irrevocable Life Insurance Trust specifically designed for a single individual residing in Texas under the laws of the United States. The purpose of this trust is to provide financial protection and support for the individual's children.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Drafts of Revocable Trusts with Marital Trust and Clayton Provision for Married Individual (Letter to Client)

This legal template showcases a written communication to a client regarding the preparation of a Revocable Trust, specifically tailored for married individuals in the United States. The document includes provisions for a Marital Trust and Clayton Provision, allowing for customization and protection of assets.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Revocable Trust for Individual with Spouse or Partner: Pot Trust for Children (Texas)

This legal template likely pertains to the creation of a revocable trust in Texas, specifically for an individual who has a spouse or partner. The trust may include provisions for a pot trust, which is a type of trust that distributes assets to multiple beneficiaries, potentially including children.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
16
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Third-Party Special Needs Trust Contract (Texas)

This legal template is likely a contract specifically tailored for establishing a third-party special needs trust in the state of Texas. It may include provisions related to the creation, management, and distribution of funds for the benefit of a person with special needs, ensuring their financial support while still maintaining eligibility for government assistance programs.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Letter to Client: Drafts of Revocable Trust with Separate Share Trusts for Children for Individual with Spouse or Partner (Pennsylvania)

This legal template is a letter to a client providing drafts of a revocable trust tailored for individuals with spouses or partners, including separate share trusts for their children. It specifically applies to residents of Pennsylvania, in accordance with US law.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Will for Individual with Spouse or Partner: Separate Share Trusts for Children (Florida)

This legal template is a will specifically designed for individuals with a spouse or partner in the state of Florida. It involves the creation of separate share trusts for their children, ensuring that each child's share of the estate is protected and managed separately.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Charitable Remainder Unitrust (CRUT): NIMCRUT Unitrust Payment for Term of Consecutive Interests (Georgia)

This legal template is likely a document outlining the terms and conditions for a Charitable Remainder Unitrust (CRUT) in the state of Georgia, USA. It may specify the payment structure for a NIMCRUT unitrust over a certain period, highlighting the consecutive interests involved and ensuring compliance with applicable laws.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
4
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Restatement of Revocable Trust Contract (New Jersey)

This legal template is a document that restates the terms and conditions of a revocable trust contract specifically applicable in the state of New Jersey. It provides a comprehensive and updated outline of the rights, responsibilities, and provisions governing the trust agreement.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Will for Single Individual: Separate Share Trusts for Children (Georgia)

This legal template is a will specifically designed for a single individual in Georgia who wants to establish separate share trusts for their children. It outlines the details of how their assets should be distributed and managed for the benefit of their children, ensuring their financial security and well-being.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
25
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Will for Individual with Partner: Trust for Partner (New York)

This legal template likely pertains to an individual residing in New York who wishes to create a will that includes provisions for their partner. Additionally, it may include a trust specifically designed for the partner's benefit.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Revocable Trust for Individual with Spouse or Partner: Separate Share Trusts for Children (New Jersey)

This legal template likely pertains to the creation of a revocable trust in New Jersey for an individual with a spouse or partner. It may outline the provisions for separate share trusts for their children, allowing them to distribute assets according to their wishes while maintaining control over the trust.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
6
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Amendment to Revocable Trust Contract (Illinois)

This legal template is a document that outlines an amendment to a Revocable Trust Contract in the state of Illinois under the jurisdiction of USA law. It is used to make changes or additions to the original trust contract, ensuring that the trust's terms align with the current needs and intentions of the individual(s) involved.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Revocable Trust for Single Individual: Separate Share Trusts for Children (Texas)

This legal template could be a document related to estate planning in Texas, specifically a revocable trust established by a single individual. It may outline the creation of separate share trusts for the individual's children, ensuring their inheritance is protected and managed according to specified terms and conditions.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
26
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Trust Under Agreement (Genie AI)

This legal template is most likely a document that outlines the creation and operation of a trust established by an individual, with the assistance of Genie AI. It likely includes details on the responsibilities of the trustee, beneficiaries, and the distribution of assets or funds within the trust.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Revocable Trust for Single Individual: Separate Share Trusts for Children (Massachusetts)

This legal template is designed to create a revocable trust for a single individual in Massachusetts. It includes provisions to establish separate share trusts for the individual's children, ensuring their inheritance is protected and managed according to their specific needs and circumstances.

Contract template sketch
5
An outline stencil of a pencil to represent the number of uses this contract template has had.
25
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Revocable Trust for Individual with Spouse or Partner: Pot Trust for Children (Georgia)

This legal template is likely an agreement that establishes a revocable trust for an individual who is married or in a domestic partnership. The trust includes a provision known as a "pot trust" to benefit their children in the state of Georgia. The document outlines the terms and conditions for managing and distributing the assets held in this trust.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
2
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Revocable Trust for Individual with Spouse or Partner: Pot Trust for Children (California)

This legal template likely pertains to the establishment of a revocable trust specifically designed for an individual who has a spouse or partner. The trust might include provisions for a pot trust, which aims to provide for the welfare and financial needs of the couple's children in the state of California.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
16
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Exercise of Inter Vivos Power of Appointment (Florida)

This legal template pertains to the execution of an Inter Vivos Power of Appointment in Florida under USA law. It likely provides a framework or guidelines for exercising this power during one's lifetime to appoint beneficiaries for assets or property.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Charitable Lead Unitrust (CLUT) (Illinois)

This legal template could be a document outlining the terms and conditions for establishing a Charitable Lead Unitrust (CLUT) in the state of Illinois, following the laws and regulations of the United States of America. A CLUT is a type of charitable trust that provides income to a designated charity for a specific period, after which the remaining assets are distributed to non-charitable beneficiaries. This template would likely contain provisions related to the establishment, administration, and distribution of assets within a CLUT, as well as other legal requirements.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Revocable Trust for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (New York)

This legal template is designed for married individuals in New York who wish to establish a revocable trust that includes credit shelter and QTIP trusts. The template also incorporates GST tax planning strategies to minimize potential tax liabilities.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Revocable Trust for Married Individual: Disclaimer Trust (New York)

This legal template is likely a document that outlines a revocable trust for a married individual in the state of New York. It specifically pertains to a disclaimer trust, which allows the trust's beneficiaries to disclaim their interest in the trust, redirecting it to other beneficiaries or to pass it down to future generations.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Appointment of Successor Trustee for Irrevocable Trust (Florida)

This legal template is a document used in Florida under USA law to appoint a successor trustee for an irrevocable trust. The template outlines the necessary details and instructions for naming a new trustee to manage the trust in the event that the current trustee becomes incapacitated or unable to fulfill their duties.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Irrevocable Life Insurance Trust for Single Individual: Trust for Children (Georgia)

This legal template could be a document designed for a single individual in Georgia, USA, who wants to establish an Irrevocable Life Insurance Trust for the benefit of their children. The template likely contains provisions and guidelines for the management, distribution, and protection of life insurance proceeds to secure the financial future of the children as per state and federal laws.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Declination of Trusteeship (Massachusetts)

This legal template is likely about a document that allows someone to formally decline or reject the role of a trustee in Massachusetts, USA. It outlines the necessary information and procedures according to relevant US law.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
3
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Will for Individual with Spouse or Partner: Pot Trust for Children (Illinois)

This legal template is designed for individuals residing in Illinois who have a spouse or partner and wish to create a will. The template includes provisions for establishing a pot trust to manage and distribute assets to their children, ensuring their financial well-being.

Contract template sketch
2
An outline stencil of a pencil to represent the number of uses this contract template has had.
5
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Appointment of Successor Trustee For Revocable Trust: Settlor is Not Outgoing Trustee

This legal template could be a document designed to appoint a new trustee to manage a revocable trust in the United States. It specifies that the settlor (creator of the trust) will no longer serve as the trustee, necessitating the appointment of a successor trustee.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Letter to Client: Outline Revocable Trust with Separate Share Trusts for Children for Single Individual (Texas)

This legal template is a letter addressed to a client in Texas, outlining the creation of a revocable trust with separate share trusts for children of a single individual. The document provides legal guidance and complies with USA law.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Will for Single Individual: Separate Share Trusts for Children (New Jersey)

This legal template is likely a document designed to help a single individual residing in New Jersey create a will that establishes separate share trusts for their children. The template would lay out the necessary provisions and conditions for distributing assets, ensuring that each child receives their designated share of the estate.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
18
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Will For Individual with Partner: Trust For Partner

This legal template is likely about the creation of a will for an individual who has a partner, and involves the establishment of a trust specifically for the partner. This could include instructions for how assets should be distributed and managed after the individual's death.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
13
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Revocable Joint Trust for Married Couple: Credit Shelter and QTIP Trusts with GST Tax Planning (California)

This legal template is likely a document that helps married couples in California establish a Revocable Joint Trust. This trust may include provisions for Credit Shelter and QTIP trusts, which can help minimize estate taxes. Additionally, the template might also provide guidance for GST (Generation-Skipping Transfer) tax planning.

Contract template sketch
10
An outline stencil of a pencil to represent the number of uses this contract template has had.
25
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Letter to Client: Outline Will with Separate Share Trusts for Children for Single Individual (Florida)

This legal template is a letter addressed to a client in Florida, USA, regarding the creation of a will with separate share trusts for each of their children. It outlines the process and legal provisions that need to be considered to ensure the proper distribution of assets and protection for the children in the event of the individual's passing.

Contract template sketch
8
An outline stencil of a pencil to represent the number of uses this contract template has had.
17
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Letter to Financial Institution: Transfer of Accounts to Revocable Trust (Massachusetts)

This legal template is a letter addressed to a financial institution regarding the transfer of accounts to a revocable trust in Massachusetts under the laws of the United States.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
21
Share icon, to represent the number of times this template has been shared by Genie AI users
2