Download Sample Trust Documents Free! 

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THIS WEBSITE DOES NOT SUPPORT NOR ADVOCATE TAX EVASION.  NOT PAYING TAXES IS AGAINST THE LAW.  DO NOT PARTICIPATE IN SCHEMES AND CONS THAT SUGGEST THAT YOU DON'T HAVE TO PAY TAXES JUST BECAUSE YOU HAVE A TRUST.  IF YOU HAVE ONE OR MORE LEGAL TRUSTS, YOU MAY HAVE TO PAY TAXES USING IRS FORM 1041.   TAXES CAN BE COMPLICATED AND IT IS RECOMMENDED THAT YOU SEEK PROFESSIONAL TAX ASSISTANCE FOR THE TAX PLANNING AND PREPARATION FOR YOUR TRUST(S). PLEASE DO NOT HARM YOURSELF OR YOUR FAMILY BY TAKING AN EXTREME POSITION THAT CAN RESULT IN SEVERE PROSECUTIONS.  A LIVING TRUST IS ONLY ONE OF MANY TOOLS THAT CAN REDUCE YOUR TAXES LEGALLY.

  • Here is a list of documents you will receive:

Installation of Trust
Instructions For The Board Of Trustees
Sample of Notice of Trustee Resignation Form
Sample of Successor Trustee Form
Minutes Instructions
First Trustee Meeting Sample Minutes
Second Trustee Meeting Sample Minutes
Blank Certification Form (2 collated copies)
Blank Schedule A (2 collated copies)
Blank Trustee Resignation Form (2 collated copies)
Blank Successor Trustee Form (2 collated copies)
Blank Bank Resolution Minute (2 collated copies)
Blank First Trustee Meeting Minutes (2 collated copies)
Blank Second Trustee Meeting Minutes (2 collated copies)
Blank General Trustee Meeting Minutes (2 collated copies)
Blank General Power of Attorney (2 collated copies)
Blank Specific Power of Attorney (2 collated copies)
Blank Revocation of Power of Attorney (2 collated copies)
Blank Amendment to Declaration of Trust (2 collated copies)
Blank Special P of A - Delegating the Powers of Parent... (2 collated copies)
Blank Statement of Wishes as a Supplement to Wills and Trusts (2 collated copies)
Blank Notice to Medical Facilities of Living Will (2 collated copies)
Blank Last Will and Testament (2 collated copies)
Blank Durable Power of Attorney for Health Care (2 collated copies)
Trust Articles

 


Documents are for educational purposes only and not recommended for creation of an actual Trust unless you are very familiar and understand the legal and personal ramifications of creating your own Trust.  If you do, you can certainly create and manage your own Trust, however, it is highly recommended that you contact an estate attorney for creation of the actual documents that apply to your personal situation and financial strategies and goals if you have any doubts or concerns.


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