Trusts
Living trusts, revocable and irrevocable trusts, and trust amendments. Free templates — download PDF or Word, no signup required (2026).
Certificate of Trust
Create a professional Certificate of Trust with our free online generator. This sworn legal document provides essential information about a trust without disclosing its full contents. It confirms the trust's existence, identifies the trustees and their powers, and specifies the trust's legal name and date of creation. Commonly used by banks, title companies, and financial institutions to verify trust authority during real estate transactions or account openings. The certificate protects the grantor's privacy while satisfying third-party verification requirements. Fill out the interactive form, preview in real time, and download as PDF or Word. Includes notary section and electronic signature support. Valid in all US jurisdictions.
Discretionary Trust Deed (Family Trust) — Australia
Create an Australian Discretionary (Family) Trust Deed compliant with the Income Tax Assessment Act 1936 and 1997 (Cth) and applicable state trustee legislation. Includes settlor, individual or corporate trustee, primary and general class beneficiaries, Appointor with succession provisions, 80-year vesting date, trustee powers, Family Trust Election provisions, income distribution mechanics, CGT 50% discount, stamp duty obligations, and ATO registration requirements. Suitable for asset protection, estate planning, and tax-effective income splitting among family members.
Unit Trust Deed (Fixed Unit Trust) — Australia
Create an Australian Fixed Unit Trust Deed compliant with the Income Tax Assessment Act 1936 and 1997 (Cth) and applicable state trustee legislation. Includes settlor, individual or corporate trustee, unit classes, unit holder register, issue and redemption price mechanics, fixed proportional income distributions, capital gains and franking credit flow-through, transfer restrictions, 80-year vesting date, winding up provisions, and ATO registration requirements. Suitable for property investment, joint ventures, and structured investment arrangements between multiple investors.
Family Holding Company Brazil (Holding Familiar)
A Family Holding Company agreement (Holding Familiar) for Brazil — governed by the Código Civil and Lei 6.404/1976 (Corporations Law), establishing a holding structure for family wealth management, succession planning, and tax optimization through a Sociedade Limitada or Sociedade Anônima.
Certificate of Trust — Affidavit (Canada)
Create a Canadian Certificate of Trust (Affidavit of Trust) to certify the existence, terms, and Trustee authority of an existing trust to third parties. Covers trust identification, Trustee powers, property types, and revocability status under provincial Trustee Acts. Includes optional sworn affidavit section before a Commissioner for Oaths or Notary Public.
Irrevocable Trust Agreement (Canada)
A Canadian Irrevocable Trust Agreement that permanently transfers assets from the settlor to a trustee for the benefit of named beneficiaries. Covers trustee powers, distribution provisions, 21-year deemed disposition rule, and provincial trust law compliance. Useful for estate planning, asset protection, and tax minimization.
Trust Amendment Form (Canada)
Create a legally valid Canadian Trust Amendment to modify an existing inter vivos (living) trust. Change beneficiaries, distribution provisions, trustees, or trust powers while complying with provincial Trustee Acts and the Income Tax Act (Canada). Includes tax provisions for the 21-year rule, T3 reporting, and CRA beneficial ownership requirements.
Charitable Remainder Trust
Establish a Charitable Remainder Trust (CRT) to receive an income stream during your lifetime while donating the remainder to charity upon termination. This template covers both CRAT (annuity trust) and CRUT (unitrust) structures, IRC Section 664 compliance, trustee duties, qualified charity designation, and IRS reporting obligations under Treasury Regulations.
Civil Trust Chile (Fideicomiso Civil)
A Civil Trust (Fideicomiso Civil) for Chile governed by Código Civil Articles 733–763, by which the owner (constituyente) transfers property to a fiduciario who holds it subject to the condition that it will pass to the fideicomisario upon occurrence of a specified condition, executed before a Notario Público and inscribed at the Conservador de Bienes Raíces.
Administration Trust Agreement Colombia (Fiducia de Administración)
An Administration Trust Agreement (Contrato de Fiducia Mercantil de Administración) for Colombia governed by the Código de Comercio Articles 1226 through 1244. Establishes a fiduciary relationship where a fiduciaria administers assets on behalf of the fideicomitente according to specified instructions, under the supervision of the Superintendencia Financiera de Colombia.
Guarantee Trust Agreement Colombia (Fiducia en Garantía)
A Guarantee Trust Agreement (Contrato de Fiducia Mercantil en Garantía) for Colombia governed by Código de Comercio Articles 1226 through 1244 and Ley 1676 de 2013 (Garantías Mobiliarias). Establishes a fiduciary guarantee where the fideicomitente transfers assets to a sociedad fiduciaria as collateral to secure obligations owed to an acreedor garantizado (secured creditor).
Real Estate Trust Agreement Colombia (Fiducia Inmobiliaria)
A Real Estate Trust Agreement (Contrato de Fiducia Mercantil Inmobiliaria) for Colombia governed by Código de Comercio Articles 1226 through 1244 and Ley 546 de 1999. Establishes a fiduciary relationship for real estate development projects where the fideicomitente transfers land to a sociedad fiduciaria for the administration, development, and sale of real estate units.
Investment Fiducia Trust Agreement Colombia (Contrato de Fiducia de Inversión)
A Fiducia Mercantil de Inversión agreement under Colombian law, governed by Articles 1226–1244 of the Código de Comercio and Decreto 663 de 1993 (EOSF), through which a fideicomitente transfers assets to an authorized sociedad fiduciaria for professional investment management under defined portfolio objectives.
Civil Trust Colombia (Fideicomiso Civil)
A Civil Trust (Fideicomiso Civil) document for Colombia governed by Articles 794–822 of the Código Civil colombiano, establishing a fiduciary property arrangement whereby the constituyente transfers assets to a fiduciario who holds them subject to a resolutory condition that, upon fulfillment, transfers ownership to the fideicomisario, for estate planning, asset protection, and generational wealth transfer purposes.
Education Trust
Establish a dedicated Education Trust to fund a beneficiary's educational expenses with this US Education Trust Agreement. Covers trustee duties, eligible education expenses, distribution standards, investment powers, and termination upon completion of schooling under the Uniform Trust Code.
Estate Fiduciary Agreement Spain (Fiducia Sucesoria)
An Estate Fiduciary Agreement (Fiducia Sucesoria) for Spain — governed by Código Civil Article 781 and applicable foral succession laws, appointing a trusted fiduciary (fiduciario) to administer estate assets for the benefit of designated beneficiaries pending distribution, with substitution and fideicomiso provisions.
Charitable Trust Deed (Ghana)
A Charitable Trust Deed for Ghana establishing a trust for charitable purposes under the Contracts Act 1960 (Act 25) and the Incorporated Private Partnerships Act 1962 (Act 152), covering the objects, trustees, management, and dissolution of the charitable trust.
Deed of Trust (Ghana)
A Deed of Trust for Ghana establishing a private express trust under the Contracts Act 1960 (Act 25), section 1, to hold and manage assets for the benefit of named beneficiaries under Ghanaian trust law.
Family Trust Deed (Ghana)
A Family Trust Deed for Ghana establishing a private trust to hold and manage family assets for the benefit of named beneficiaries under the Trusts Act 1962 (Act 106) and the Head of Family (Accountability) Law 1985 (PNDC Law 143).
Living Trust Deed (Ghana)
A Living Trust Deed for Ghana creating an inter vivos trust to hold and manage assets during the settlor's lifetime and distribute them to beneficiaries, governed by the Contract Act 1960 (Act 25) and equitable principles recognised by the High Court of Ghana.
Trust Amendment Deed (Ghana)
A Trust Amendment Deed for Ghana formally amending an existing trust instrument under the Contracts Act 1960 (Act 25) and customary trust principles recognised by the High Court of Ghana.
Asset Protection Trust Deed (Hong Kong)
An Asset Protection Trust Deed for Hong Kong shielding assets from creditors and future claims while providing for designated beneficiaries.
Bare Trust Deed (Hong Kong)
A Bare Trust Deed for Hong Kong where the trustee holds assets on behalf of a single beneficiary who has absolute entitlement to both income and capital.
Discretionary Trust Deed (Hong Kong)
A Discretionary Trust Deed for Hong Kong granting the trustee discretion over distributions to beneficiaries, commonly used for asset protection and family wealth management.
Family Trust Deed (Hong Kong)
A Family Trust Deed for Hong Kong holding and managing family assets for the benefit of family members across generations.
Fixed Trust Deed (Hong Kong)
A Fixed Trust Deed for Hong Kong where beneficiaries have defined, predetermined entitlements to trust income and capital.
Testamentary Trust (Hong Kong)
A testamentary trust provision for Hong Kong wills, establishing a trust to hold and manage assets for beneficiaries after death, governed by the Trustee Ordinance (Cap. 29).
Trust Amendment Deed (Hong Kong)
A Trust Amendment Deed for Hong Kong modifying the terms of an existing trust deed, including changes to beneficiaries, trustees, or distribution provisions.
Charitable Trust Deed (Hong Kong) (Trusts)
A Charitable Trust Deed for Hong Kong establishing a charitable trust under the Trustee Ordinance (Cap. 29) and common law charitable trust principles. Covers charitable objects (relief of poverty, advancement of education, religion, or other beneficial community purposes), trustee powers, tax exemption under section 88 of the Inland Revenue Ordinance (Cap. 112), and Inland Revenue Department approval.
Testamentary Trust (Ireland)
An Irish Testamentary Trust declaration establishing a trust within a will to hold assets for beneficiaries, managed by trustees under the Succession Act 1965 and Trustee Act 1893.
Trust Agreement (Ireland)
An Irish Trust Agreement (Declaration of Trust) creating a discretionary or fixed trust for the benefit of named beneficiaries, governed by Irish trust law and the Trustee Act 1893.
Charitable Trust Deed (India)
A Charitable Trust Deed under the Indian Trusts Act 1882, Charitable Endowments Act 1890, and Income Tax Act 1961 establishing a public charitable trust for purposes such as education, medical relief, relief of poverty, or general public utility. Structured to qualify for 80G income tax exemption and 12A/12AB registration.
Declaration of Trust (India)
A Declaration of Trust under the Indian Trusts Act 1882 by which a trustee declares that property held in their name is held in trust for specified beneficiaries. Used to clarify beneficial ownership, establish trust without a separate settlor, and document beneficial interest in jointly held or nominee-held property.
Education Trust (India)
An Education Trust Deed under the Indian Trusts Act 1882 and Income Tax Act 1961 establishing a trust dedicated to educational purposes — running schools, colleges, or scholarships. Structured for 12AB registration and 80G income tax exemption. Includes management provisions and UGC/CBSE affiliation considerations.
Family Trust Deed (India)
A Family Trust Deed under the Indian Trusts Act 1882 establishing a private trust for the benefit of family members, providing for management and distribution of family assets, succession planning, and protection of wealth across generations. Includes trustee appointment, beneficiary schedule, and trust property schedule.
Irrevocable Trust (India)
An Irrevocable Trust Deed under the Indian Trusts Act 1882 under which the settlor permanently transfers assets to trustees without retaining any power of revocation. Provides asset protection from creditors, potential tax efficiency for determinate beneficiary trusts, and robust succession planning under Indian law.
Private Trust Deed (India)
A legally valid Private Trust Deed for India, governed by the Indian Trusts Act 1882. Creates a private trust for the benefit of defined beneficiaries, with full provisions for appointment of trustees, trust property, powers of trustees, and administration. Suitable for family wealth management, minor beneficiaries, and asset protection.
Public Charitable Trust Registration (India)
A Public Charitable Trust Deed for India, governed by the Bombay Public Trusts Act 1950 (Maharashtra, Gujarat) and equivalent State Trust Acts. Creates a public trust for charitable or religious purposes, with provisions for trustees, trust property, objects, and administration. Required before applying for 12A/80G income tax exemption registrations.
Religious Trust Deed (India)
A Religious Trust Deed for India, governed by the Indian Trusts Act 1882 and the Religious Endowments Act 1863, with applicable state legislation for religious and charitable endowments. Establishes a trust for the management of a temple, mosque, church, gurudwara, or other place of worship, with provisions for trustees, endowment property, and religious objects.
Revocable Trust (India)
A Revocable Trust Deed under the Indian Trusts Act 1882 allowing the settlor to retain full power to revoke, amend, or terminate the trust during their lifetime. Provides estate planning flexibility while allowing assets to pass outside probate on the settlor's death.
Trust Deed Amendment (India)
A Deed of Amendment to an existing Trust Deed under the Indian Trusts Act 1882, formally amending specified provisions of the original trust — such as trustee composition, investment policy, administrative procedures, or beneficiary schedule (where permitted). Must be registered if the original Trust Deed was registered.
Irrevocable Trust
Establish an irrevocable trust to remove assets from your taxable estate, protect assets from creditors, and provide for beneficiaries with this US Irrevocable Trust Agreement.
Charitable Trust Deed (Kenya)
A Kenya Charitable Trust Deed establishing a charitable trust for public benefit, compliant with the Trusts Act No. 11 of 2020 and applicable to NGO registration under the Non-Governmental Organisations Co-ordination Act.
Living Trust Agreement
Establish a revocable or irrevocable living trust in Kenya to manage and transfer assets during your lifetime and after death, governed by the Trusts Act No. 11 of 2020.
Trust Deed (Kenya)
A Kenya Trust Deed establishing a private trust over assets, compliant with the Trusts Act No. 11 of 2020 and the Law of Contract Act Cap. 23.
Unit Trust Deed (Kenya)
A Kenya Unit Trust Deed establishing a collective investment scheme, compliant with the Capital Markets Act Cap. 485A and the Trusts Act No. 11 of 2020.
Living Trust Form
Create a comprehensive Living Trust with our free online template. A living trust is a legal arrangement that places your assets under the management of a trustee for the benefit of your chosen beneficiaries. It allows your estate to avoid probate, provides privacy, and enables a smooth transfer of assets upon your death or incapacity. Specify how your assets should be distributed, name beneficiaries, appoint a successor trustee, and include provisions for minor children or special needs dependents. Fill out guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support. Valid in all 50 US states.
Trust Amendment Form
Create a comprehensive Trust Amendment with our free online template. This legal document allows you to modify specific provisions of your existing living trust without revoking and recreating the entire trust. Common amendments include adding or removing beneficiaries, changing the successor trustee, updating asset distribution instructions, or modifying trust administration terms. Ensures your estate plan stays current as your circumstances change. Fill out guided fields, preview in real time, and download as PDF or Word. Includes electronic signature support. We recommend consulting with an estate planning attorney for complex amendments. Valid in all 50 US states.
Administrative Trust Agreement Mexico (Acuerdo de Fideicomiso de Administración)
An Administrative Trust Agreement (Acuerdo de Fideicomiso de Administración) for Mexico — governed by the Ley General de Títulos y Operaciones de Crédito Articles 381–414, establishing a fiduciario (trustee), fideicomitente (settlor), and fideicomisario (beneficiary) for property administration with CNBV oversight.
Educational Trust Agreement Mexico (Acuerdo de Fideicomiso de Educación)
An Educational Trust Agreement (Acuerdo de Fideicomiso de Educación) for Mexico — governed by the Ley General de Títulos y Operaciones de Crédito Articles 381–414, creating a dedicated trust fund for the education expenses of one or more beneficiaries, with CNBV-authorized fiduciario and SAT fiscal transparency rules.
Family Trust Agreement Mexico (Contrato de Fideicomiso Familiar)
A Family Trust Agreement (Contrato de Fideicomiso Familiar) for Mexico — governed by LGTOC Articles 381–414, covering transfer of family assets to a Mexican financial institution trustee, beneficiary designations, asset protection, administration terms, and SAT tax obligations for the fideicomitente and fideicomisarios.
Succession Trust Agreement Mexico (Contrato de Fideicomiso Sucesorio)
A Succession Trust Agreement (Contrato de Fideicomiso Sucesorio) for Mexico — governed by LGTOC Articles 381–414 and CCF art. 1285, enabling orderly asset transfer to heirs upon death without probate proceedings, with CNBV-authorised fiduciario administration and SAT-compliant beneficiary distribution.
Testamentary Trust Mexico (Fideicomiso Testamentario)
A Testamentary Trust (Fideicomiso Testamentario) for Mexico — governed by CCF art. 1285 and LGTOC art. 381, constituted within a testamento público abierto before a Notario Público, enabling asset management for heirs by a CNBV-authorised fiduciario upon the testator's death.
Restricted Zone Real Estate Trust Mexico (Fideicomiso Zona Restringida)
A Restricted Zone Real Estate Trust (Fideicomiso para Adquisición de Inmuebles en Zona Restringida) for Mexico — governed by the Ley de Inversión Extranjera (LIE) Article 11 and the Ley General de Títulos y Operaciones de Crédito (LGTOC) Articles 381–414, enabling foreign nationals (personas extranjeras) to hold residential or commercial real property rights within the 50-kilometre coastal strip and 100-kilometre border zone through a Mexican bank trustee (institución fiduciaria).
Charitable Trust Deed (Malaysia)
A Charitable Trust Deed for Malaysia that establishes a formal trust for charitable, educational, religious, or public benefit purposes under the Trustee Act 1949 and the Societies Act 1966. Enables perpetual charitable giving, tax exemption under Section 44(6) of the Income Tax Act 1967, and structured philanthropic legacy.
Declaration of Trust (Malaysia)
A Declaration of Trust for Malaysia by which a legal owner of property declares that they hold it on trust for the benefit of named beneficiaries under the Trustee Act 1949 and civil equity principles. Commonly used for property held on behalf of family members, business associates, or minor children.
Discretionary Trust (Malaysia)
A Discretionary Trust deed for Malaysia under the Trustee Act 1949, giving trustees full discretion over distributions of income and capital among a class of beneficiaries. Suitable for family wealth protection, special needs planning, and business succession in Malaysia.
Hibah Trust (Malaysia)
A Hibah Trust declaration for Malaysia combining Islamic hibah (gift) with a trust structure under the Trustee Act 1949, used by Muslim asset owners to transfer assets to beneficiaries during their lifetime while retaining management control through a trustee or Amanah Raya Berhad.
Insurance Trust Nomination (Malaysia)
An Insurance Trust Nomination form for Malaysia that appoints a trustee to hold life insurance policy proceeds on trust for named beneficiaries under Section 23 of the Civil Law Act 1956. Protects insurance proceeds from estate creditors and enables direct distribution outside faraid and probate.
Living Trust (Malaysia)
A revocable Living Trust (inter vivos trust) for Malaysia under the Trustee Act 1949, allowing a settlor to transfer assets to a trustee during their lifetime for management and distribution to named beneficiaries, avoiding probate delays at the High Court of Malaya.
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