The Declaration of Trust Form forms a brand-new trust and nominates a trustee to manage the newly formed trust. The legal document really should be tailored to include any unique stipulations you ‘d like to include in the trust. It is your duty to guarantee that declaration of trust form incorporates the distinct arrangements you ‘d like developed for the trust and outlines the jobs and requirements of the individual you assign as the trustee.

How To Complete the Declaration of Trust Form

Completing the Declaration of Trust form is quite simple:

• On the top line enter the name you would like to give the trust
• Enter the date on which the trust is being formed
• On the line for Grantor, enter the name of names of the person(s) setting up the trust
• Enter the name of the person being appointed as Trustee
• In the section for Payments During The Grantor’s Lifetime, enter how often you would like to receive payments from the trust, such as monthly or every 6 months.
• Information that is required for the Death Of The Grantor section is self-explanatory.
• Enter your choice of a second and third trustee as backups in the Additional Trustee Provisions section
• Near the end of the document, list your spouse and children
• Sign the document
• Have the appointed Trustee sign the document
• Have the declaration of trust notarized

Example of Declaration of Trust Form

We offer the free Declaration of Trust in Microsoft Word as well as a free PDF form. The Word file can be printed as is so you can fill in the blanks by hand. It can also be customized in case you want to change, add, or delete sections. The PDF version is chosen most often by users who want to print the document and fill in the blanks.

Declaration of Trust Forms

Select the appropriate file to download the Declaration of Trust in Microsoft Word format. You may also create the Declaration of Trust Form using our free fillable PDF version. The PDF has fillable fields into which you can type the required information.

Microsoft Word

Declaration of Trust Form Word

PDF

Declaration of Trust Form PDF

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The Declaration of Trust Form establishes a brand-new trust and chooses a trustee to oversee it. It is your obligation to guarantee that form consists of the precise stipulations you ‘d like set up for the trust and includes the obligations and liabilities of the individual you appoint as the trustee.

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