Trust Forms

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There are several types of trusts. The most common is a joint revocable trust established by parents or grandparents. Trusts can be revocable or irrevocable. There are several other types of trusts, most designed to reduce the financial impact of income taxes. These include the Asset Protection Trust, Charitable Trust, Constructive Trust, Special Needs Trust, Spendthrift Trust, and the Tax Pass-By Trust. We do not offer legal forms for any type of business trust. Our forms consist of personal trusts commonly executed by families.

Click the type of trust form you would like to download. All of our trust forms are available in both Microsoft Word and PDF. You can print the form and fill in the blanks or use the appropriate editing software to type your information directly into the form.

TRUST FORMS

AMENDMENT TO LIVING TRUST FORM

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AMENDMENT TO LIVING TRUST FORMS BY STATE

DECLARATION OF TRUST FORM

DECLARATION OF TRUST FORMS BY STATE

JOINT LIVING TRUST FORM

JOINT LIVING TRUST FORMS BY STATE

LIVING REVOCABLE TRUST FORM

LIVING REVOCABLE TRUST FORMS BY STATE

LIVING TRUST FORM

REVOCABLE LIVING TRUST FORM

REVOCABLE LIVING TRUST FORMS BY STATE

REVOCATION OF LIVING TRUST FORM

REVOCATION OF TRUST FORMS BY STATE

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Revocable trusts are also known as living trusts. A revocable trust allow the transfer of assets without probate, yet  they allow you to retain control of the assets during your lifetime. A revocable trust is flexible and can be dissolved at any time. A revocable trust typically becomes irrevocable when the grantor dies.

Irrevocable trusts typically transfer your assets out of your estate and often avoid estate taxes and probate. An irrevocable trust cannot be changed by the grantor after it has been executed. Once you execute an irrevocable trust, you lose control of the assets and cannot change any terms or decide to dissolve the trust.

Joint trusts are typically set up by a husband and wife. Unless specified in the trust agreement, a joint trust is revocable. Some agreements state that the trust can be revoked only by the consent of both spouses. This is a legal protection to cover both spouses in the event of a divorce. Grandparents often execute joint trusts to benefit their grandchildren. Often upon the death of both grandparents, the remainder of the trust is either given to the grandchildren if they are of age or remains in the trust until the grandchildren reach the age specified in the trust agreement.

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This blank trust forms and other legal forms available on this website are provided “as is” without any express or implied warranties of any kind including, but not limited to, warranty of merchantability or fitness for any particular purpose. It is your responsibility to determine if the blank trust form is legally adequate for your needs.

As a user of this website, you assume all responsibility and risk for the use of the blank trust form and other legal forms obtained from the site. We do not assume any legal liability or responsibility for the accuracy or usefulness of the legal forms generated by the templates we offer. We will not be liable for damages or compensation, whether direct, indirect, or incidental, resulting from the loss of use or profit arising out of or in connection with the use or execution of any trust agreement, legal forms or form templates.

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