Governance

About this category:
Legal needs surrounding governance activities include compliance with applicable laws and regulations, protection of intellectual property, contract negotiation and drafting, dispute resolution, and risk management. Additionally, legal advice may be needed to ensure that corporate governance policies and procedures are in compliance with applicable laws and regulations, and to ensure that the organization is operating in an ethical and responsible manner.

Templates in this category:

Acceptance of Trusteeship (California)

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

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22
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4

Acceptance of Trusteeship (Flexible)

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

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19
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2

Acceptance of Trusteeship (Florida)

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.

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1
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3

Acceptance of Trusteeship (Georgia)

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.

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22
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2

Acceptance of Trusteeship (Illinois)

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

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2
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5

Acceptance of Trusteeship (Massachusetts)

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

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23
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5

Acceptance of Trusteeship (New Jersey)

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

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23
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1

Acceptance of Trusteeship (New York)

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

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3
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1

Acceptance of Trusteeship (Pennsylvania)

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.

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25
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2

Acceptance of Trusteeship (Texas)

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

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5
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2

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

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.

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1

Amendment to Revocable Trust Contract

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.

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26
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1

Amendment to Revocable Trust Contract (California)

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.

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25
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4

Amendment to Revocable Trust Contract (Florida)

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.

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25
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4

Amendment to Revocable Trust Contract (Georgia)

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.

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7
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5

Amendment to Revocable Trust Contract (Illinois)

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.

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17
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3

Amendment to Revocable Trust Contract (Massachusetts)

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

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6
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5

Amendment to Revocable Trust Contract (New Jersey)

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.

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19
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2

Amendment to Revocable Trust Contract (Pennsylvania)

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

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18
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5

Anti-Bribery Compliance Certificate (Third-Party Intermediaries)

This resource provides a US-style, jurisdiction-neutral outline template form of compliance certificate for use in connection with cross-border and US consultant, agency, and other service contracts to certify compliance with anti-bribery and anti-corruption laws, including the US FCPA and UK Bribery Act.

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22
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6

Antitrust Compliance Manual

This document template provides an antitrust compliance manual to employees, outlining antitrust laws and providing guidance on cartels, contracts, monopolization, and interactions with competitors, customers, and suppliers, as well as a reporting system for potential violations.

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6

Appointment of Successor Trustee (Illinois)

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

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1
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1

Appointment of Successor Trustee (Massachusetts)

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

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19
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6

Appointment of Successor Trustee For Irrevocable Trust

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

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17
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3

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

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.

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12
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4

Appointment of Successor Trustee For Revocable Trust: Settlor is Outgoing Trustee

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.

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1
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2

Appointment of Successor Trustee for Irrevocable Trust (California)

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

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23
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3

Appointment of Successor Trustee for Irrevocable Trust (Florida)

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

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18
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1

Appointment of Successor Trustee for Irrevocable Trust (Georgia)

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

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15
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5

Appointment of Successor Trustee for Irrevocable Trust (New Jersey)

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

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4

Appointment of Successor Trustee for Irrevocable Trust (New York)

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

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1

Appointment of Successor Trustee for Irrevocable Trust (Pennsylvania)

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

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20
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6

Appointment of Successor Trustee for Irrevocable Trust (Texas)

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

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Appointment of Successor Trustee for Revocable Trust: Settlor Is Not Outgoing Trustee (California)

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

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1

Appointment of Successor Trustee for Revocable Trust: Settlor Is Not Outgoing Trustee (Georgia)

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

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15
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3

Appointment of Successor Trustee for Revocable Trust: Settlor Is Outgoing Trustee (California)

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

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5
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2

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (Florida)

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

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12
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26
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3

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (New Jersey)

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

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9
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6

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (New York)

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

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16
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3

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (Pennsylvania)

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

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19
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5

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (Texas)

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

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24
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2

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (Florida)

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

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26
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5

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (Georgia)

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

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14
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2

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (New Jersey)

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.

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4

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (New York)

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

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15
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Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (Pennsylvania)

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

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9
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5

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (Texas)

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

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1
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6

Assignment of Promissory Note (Unsecured) to Revocable Trust

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

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Assignment of Property to Revocable Trust (California)

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

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6
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Assignment of Property to Revocable Trust (Florida)

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

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9
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Assignment of Property to Revocable Trust (Georgia)

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

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Assignment of Property to Revocable Trust (Illinois)

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

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18
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Assignment of Property to Revocable Trust (New Jersey)

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

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Assignment of Property to Revocable Trust (Pennsylvania)

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

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15
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Assignment of Property to Revocable Trust (Texas)

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

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8
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4

Bad Actor Questionnaire: Rule 506 Offering

This template provides a form questionnaire for obtaining information from persons covered by Rule 506(d) of Regulation D under the Securities Act, to determine if any disqualifying events have occurred.

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3
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Bribery Act 2010: template statement of ethics

This template statement of ethics provides guidance for commercial organisations to prevent bribery and demonstrate top-level commitment to the Ministry of Justice.

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12
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6

Bylaws: CA Nonprofit Public Benefit Corporation (No Members)

This document outlines the rules and procedures for governing a California nonprofit public benefit corporation.

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CPSC-Compliant Social Media Recall Notice to Consumers

This online document is a template social media recall notice that meets the CPSA and CPSC standards for notifying consumers of a product recall.

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5

Certificate of Trust (New York)

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

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Certification of Trust

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.

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Certification of Trust (California)

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

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11
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Certification of Trust (Florida)

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.

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19
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Certification of Trust (Georgia)

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

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21
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Certification of Trust (Illinois)

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

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22
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Certification of Trust (Massachusetts)

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

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10
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Certification of Trust (New Jersey)

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

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17
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4

Certification of Trust (Pennsylvania)

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.

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19
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Certification of Trust (Texas)

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.

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19
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6

Charitable Lead Annuity Trust (CLAT)

This document template creates a Charitable Lead Annuity Trust (CLAT) which provides 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.

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Charitable Lead Annuity Trust (CLAT) (California)

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

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9
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Charitable Lead Annuity Trust (CLAT) (Florida)

This document template creates a Florida-based Charitable Lead Annuity Trust (CLAT) to provide 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.

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Charitable Lead Annuity Trust (CLAT) (Georgia)

This document template creates a CLAT in Georgia for the initial benefit of charitable beneficiaries, with the remainder of the trust distributed to non-charitable beneficiaries at the end of the term.

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24
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Charitable Lead Annuity Trust (CLAT) (New Jersey)

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.

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18
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Charitable Lead Annuity Trust (CLAT) (New York)

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.

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8
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Charitable Lead Annuity Trust (CLAT) (Pennsylvania)

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.

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24
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Charitable Lead Annuity Trust (CLAT) (Texas)

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.

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13
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Charitable Lead Unitrust (CLUT)

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.

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Charitable Lead Unitrust (CLUT) (California)

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.

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Charitable Lead Unitrust (CLUT) (Florida)

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.

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Charitable Lead Unitrust (CLUT) (Georgia)

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.

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2
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Charitable Lead Unitrust (CLUT) (Illinois)

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.

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8
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Charitable Lead Unitrust (CLUT) (New Jersey)

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.

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7
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Charitable Lead Unitrust (CLUT) (New York)

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.

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10
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16
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4

Charitable Lead Unitrust (CLUT) (Pennsylvania)

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.

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9
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26
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6

Charitable Lead Unitrust (CLUT) (Texas)

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.

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8
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6

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

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.

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26
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Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Florida)

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.

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

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.

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6
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23
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1

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Illinois)

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.

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18
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6

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Massachusetts)

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.

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13
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Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (New Jersey)

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.

Contract template sketch
8
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15
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6

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (New York)

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.

Contract template sketch
5
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18
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4

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Pennsylvania)

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.

Contract template sketch
6
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17
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2

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

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.

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12
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15
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5

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

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.

Contract template sketch
9
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17
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3

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

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.

Contract template sketch
7
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11
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2

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

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.

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1
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6

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

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.

Contract template sketch
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2
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5

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

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

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