Trust Package Options

Our trust options are designed to cater to your unique needs. We offer the Essential Package, providing all the necessary elements for most trusts, and the Premium Package, which includes advanced features for enhanced flexibility. Choose the one that best aligns with your estate planning objectives.

Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for appointing a single successor trustee and a single alternate successor trustee. This package comes with standard typefaces, ensuring clarity and simplicity in all your documentation.

For those with more complex requirements, we offer our Premium Package. This package is specifically designed to accommodate non-standard needs, such as differing grantors and trustees, and multiple successor trustees. To enhance readability and ensure your documents meet the highest standards, this package includes court-approved premium typefaces.

Joint Per Stirpes Trust

Person Placing the Order

Kindly provide the name of the financial professional who is facilitating this order on behalf of the Grantor(s). If you are creating this trust for yourself, please enter ‘self’.

Order eMail Address

Please provide the email address where you would like to receive the link to your completed trust documents.

Package

Select the package you are ordering.

Essential $675

Premium $725

State

What state is the trust for?

Notary Information

Please provide state and county information for the notary forms. If left blank, blank lines will populate the notary sections.

Trust Name

“Please specify the trust name, for example, ‘The Gil Hibben Trust’.”

Trust Date

What is the Trust Date for this trust?

MM

DD

YYYY

First Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

First Grantor's Gender

Second Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

Second Grantor's Gender

Grantor's Address

Please enter the full address of the Grantors

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grantor's County

Please enter the County the Grantors reside in.

Successor Trustee's Name

Enter the name of the Successor Trustee exactly how you want it to appear in the Trust.

Additional Successor Trustees (Premium Only)

Premium Package Only: If there are Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Alternate Successor Trustee

Enter the name of the Alternate Successor Trustee here exactly as you want it to appear in the trust.

Additional Alternate Successor Trustees (Premium Only)

Premium Package Only: If there are Alternate Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Number of Living Children

Enter the total number of living children the Grantors collectively have.

Names of Living Adult Children

Please list the names of all adult children who are alive and were born during the current marriage of the grantors.

Names of Living Minor Children

Please provide the names and birth-dates of the living minor children from the Grantors’ current marriage.

Guardian(s) for Minor Children

Please list the guardians, including any alternates, for minor children.

Separate Living Children of First Grantor

If the First Grantor has children who are not also children of the Second Grantor, please provide their names here.

Separate Living Children of Second Grantor

If the Second Grantor has children who are not also children of the First Grantor, please provide their names here.

Names of Deceased Children

Please provide the names of any deceased children of the Grantors. If these children are from separate relationships, please indicate as such. Also, please note whether each child has any heirs.

Names of Beneficiaries

Please provide the names of the beneficiaries for this trust. You will have the opportunity to detail their specific distributions later in this form. If the children are the beneficiaries you can simply enter, "Same as children"

Names of any Deputy Trustees

If there are deputy trustees, list their names here exactly how you want them to appear in the trust.

Power of Attorney

Would you like to establish a Durable Power of Attorney agreement between the two Grantors?

Yes

No

Additional Power of Attorney

If additional Durable Power of Attorney agreements are needed, kindly provide the names of the involved parties, along with their respective counties and states. Please refer to the example provided. Note that incomplete information will result in blank spaces in the documents.

Health Care Agents

Would you like the two Grantors of this trust to act as Health Care Agents for each other in their Living Wills

Yes

No

First Grantor's Health Care Agent

If you answered, "NO" above, please enter the name of the Health Care Agent for the First Grantor here exactly how you want it to appear in the Trust. If you entered, "YES", skip this and move on.

Second Grantor's Health Care Agent

If you answered, "NO" above, please enter the name of the Health Care Agent for the Second Grantor here exactly how you want it to appear in the Trust. If you entered, "YES", skip this and move on.

Alternate Health Care Agents, First Grantor

Please provide the names of up to three alternate health care agents for the first Grantor, listed in order of preference.

Alternate Health Care Agents, Second Grantor

Please provide the names of up to three alternate health care agents for the Second Grantor, listed in order of preference.

Special Distribution

This trust includes a standard equal distribution. If you wish to specify any additional rules for the distribution of this trust, please provide them here.

Additional Information

Should there be any further details required to finalize this trust, or if you have additional information to include, or specific items that require special attention, please kindly provide those details here.

(Premuim Only) Additional Grantors

Should there be more than two Grantors associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Trustees

Should there be more than two Trustees associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Health Care Agents

Should you want more than Three Alternate Health Care Agents listed on your living will, provide their names here. Please note, this feature is only available for the Premium Package.

Release of Liability

We, at Xavier Legal Forms, value your privacy. Rest assured, your Personally Identifiable Information is safeguarded by our privacy policy. However, please note that it is not protected by attorney-client privilege or as work product. We use your personal information solely for the specified product(s) and do not retain, sell, or use it for any other purpose. While we strive to provide top-notch legal forms, we are not a law firm or a substitute for an attorney or law firm. As such, we are unable to provide advice, explanations, opinions, or recommendations about legal rights, remedies, defenses, options, form selection, or strategies. By using our services, you agree not to hold Xavier Legal Forms, responsible for any issues, legal or otherwise, that may arise. Your Personally Identifiable Information includes: (i) Contact Data (such as your name, address, city, state, zip code, phone number, etc); (ii) Financial Data; (iii) Demographic Data (such as your zip code and sex); and (iv) other Legal Data (such as your social security number, mortgage information, automobile information, marital information, and other sensitive information necessary to generate legal documents)

I have read the privacy policy and release of liability and agree to said terms.

Joint “Per Stirpes” Trust

Essential - $675 | Premium - $725

Designed for two married grantors who also serve as trustees. This package offers a standard per stirpes distribution, but don’t worry, you can easily add specific distributions in the form. We’re here to make this process as smooth as possible for you!

Single “Per Capita” Trust

Essential - $675 | Premium - $725

Our base trust package tailored for an individual, whether married or single, who acts as both the grantor and trustee. This package includes a standard per capita distribution, but rest assured, you have the flexibility to add specific distributions directly in the form. We’re here to guide you through every step of the process.

Single Per Capita Trust

Person Placing the Order

Kindly provide the name of the financial professional who is facilitating this order on behalf of the Grantor(s). If you are creating this trust for yourself, please enter ‘self’.

Order email address

Please provide the email address where you would like to receive the link to your completed trust documents.

Package

Select the package you are ordering.

Essential $675

Premium $725

State

What state is the trust for?

Notary Information

Please provide state and county information for the notary forms. If left blank, blank lines will populate the notary sections.

Trust Name

“Please specify the trust name, for example, ‘The Gil Hibben Trust’.”

Trust Date

What is the Trust Date for this trust?

MM

DD

YYYY

Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

Grantor's Gender

Grantor's Address

Please enter the full address of the Grantor

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grantor's County

Please enter the County the Grantor resides in.

Successor Trustee's Name

Enter the name of the Successor Trustee exactly how you want it to appear in the Trust.

Additional Successor Trustees (Premium Only)

Premium Package Only: If there are Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Alternate Successor Trustee

Enter the name of the Alternate Successor Trustee here exactly as you want it to appear in the trust.

Additional Alternate Successor Trustees (Premium Only)

Premium Package Only: If there are Alternate Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Number of Living Children

Enter the total number of living children of the Grantor.

Names of Living Adult Children

Kindly provide the names of all living adult children of the Grantor.

Names of Living Minor Children

Please provide the names and birth-dates of the living minor children of the Grantor.

Guardian(s) for Minor Children

Please list the guardians, including any alternates, for minor children.

Names of Deceased Children

Please provide the names of any deceased children of the Grantor. Also, kindly note whether each child has any heirs.

Names of Beneficiaries

Please provide the names of the beneficiaries for this trust. You will have the opportunity to detail their specific distributions later in this form. If the children are the beneficiaries you can simply enter, "Same as children"

Names of any Deputy Trustees

If there are deputy trustees, list their names here exactly how you want them to appear in the trust.

Power of Attorney

If Durable Power of Attorney agreements are needed, kindly provide the names of the involved parties, along with their respective counties and states. Please refer to the example provided. Note that incomplete information will result in blank spaces in the documents.

Health Care Agent

Kindly list the name of the Grantor's Heath Care Agent for their Living Will.

Alternate Health Care Agents

Please provide the names of up to three alternate health care agents for the Grantor, listed in order of preference.

Special Distribution

This trust includes a standard equal distribution. If you wish to specify any additional rules for the distribution of this trust, please provide them here.

Additional Information

Should there be any further details required to finalize this trust, or if you have additional information to include, or specific items that require special attention, please kindly provide those details here.

(Premuim Only) Additional Grantors

Should there be more than two Grantors associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Trustees

Should there be more than two Trustees associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Health Care Agents

Should you want more than Three Alternate Health Care Agents listed on your living will, provide their names here. Please note, this feature is only available for the Premium Package.

Release of Liability

We, at Xavier Legal Forms, value your privacy. Rest assured, your Personally Identifiable Information is safeguarded by our privacy policy. However, please note that it is not protected by attorney-client privilege or as work product. We use your personal information solely for the specified product(s) and do not retain, sell, or use it for any other purpose. While we strive to provide top-notch legal forms, we are not a law firm or a substitute for an attorney or law firm. As such, we are unable to provide advice, explanations, opinions, or recommendations about legal rights, remedies, defenses, options, form selection, or strategies. By using our services, you agree not to hold Xavier Legal Forms, responsible for any issues, legal or otherwise, that may arise. Your Personally Identifiable Information includes: (i) Contact Data (such as your name, address, city, state, zip code, phone number, etc); (ii) Financial Data; (iii) Demographic Data (such as your zip code and sex); and (iv) other Legal Data (such as your social security number, mortgage information, automobile information, marital information, and other sensitive information necessary to generate legal documents)

I have read the privacy policy and release of liability and agree to said terms.

Joint “Per Capita” Trust

Essential - $675 | Premium - $725

Designed for two married grantors who also serve as trustees. It incorporates a standard per capita distribution that can be modified seamlessly within the form. We’re here to make this process as smooth as possible for you!

Joint Per Capita Trust

Person Placing the Order

Kindly provide the name of the financial professional who is facilitating this order on behalf of the Grantor(s). If you are creating this trust for yourself, please enter ‘self’.

Order eMail Address

Please provide the email address where you would like to receive the link to your completed trust documents.

Package

Select the package you are ordering.

Essential $675

Premium $725

State

What state is the trust for?

Notary Information

Please provide state and county information for the notary forms. If left blank, blank lines will populate the notary sections.

Trust Name

“Please specify the trust name, for example, ‘The Gil Hibben Trust’.”

Trust Date

What is the Trust Date for this trust?

MM

DD

YYYY

First Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

First Grantor's Gender

Second Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

Second Grantor's Gender

Grantor's Address

Please enter the full address of the Grantors

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grantor's County

Please enter the County the Grantors reside in.

Successor Trustee's Name

Enter the name of the Successor Trustee exactly how you want it to appear in the Trust.

Additional Successor Trustees (Premium Only)

Premium Package Only: If there are Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Alternate Successor Trustee

Enter the name of the Alternate Successor Trustee here exactly as you want it to appear in the trust.

Additional Alternate Successor Trustees (Premium Only)

Premium Package Only: If there are Alternate Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Number of Living Children

Enter the total number of living children the Grantors collectively have.

Names of Living Adult Children

Please list the names of all adult children who are alive and were born during the current marriage of the grantors.

Names of Living Minor Children

Please provide the names and birth-dates of the living minor children from the Grantors’ current marriage.

Guardian(s) for Minor Children

Please list the guardians, including any alternates, for minor children.

Separate Living Children of First Grantor

If the First Grantor has children who are not also children of the Second Grantor, please provide their names here.

Separate Living Children of Second Grantor

If the Second Grantor has children who are not also children of the First Grantor, please provide their names here.

Names of Deceased Children

Please provide the names of any deceased children of the Grantors. If these children are from separate relationships, please indicate as such. Also, please note whether each child has any heirs.

Names of Beneficiaries

Please provide the names of the beneficiaries for this trust. You will have the opportunity to detail their specific distributions later in this form. If the children are the beneficiaries you can simply enter, "Same as children"

Names of any Deputy Trustees

If there are deputy trustees, list their names here exactly how you want them to appear in the trust.

Power of Attorney

Would you like to establish a Durable Power of Attorney agreement between the two Grantors?

Yes

No

Additional Power of Attorney

If additional Durable Power of Attorney agreements are needed, kindly provide the names of the involved parties, along with their respective counties and states. Please refer to the example provided. Note that incomplete information will result in blank spaces in the documents.

Health Care Agents

Would you like the two Grantors of this trust to act as Health Care Agents for each other in their Living Wills

Yes

No

First Grantor's Health Care Agent

If you answered, "NO" above, please enter the name of the Health Care Agent for the First Grantor here exactly how you want it to appear in the Trust. If you entered, "YES", skip this and move on.

Second Grantor's Health Care Agent

If you answered, "NO" above, please enter the name of the Health Care Agent for the Second Grantor here exactly how you want it to appear in the Trust. If you entered, "YES", skip this and move on.

Alternate Health Care Agents, First Grantor

Please provide the names of up to three alternate health care agents for the first Grantor, listed in order of preference.

Alternate Health Care Agents, Second Grantor

Please provide the names of up to three alternate health care agents for the Second Grantor, listed in order of preference.

Special Distribution

This trust includes a standard equal distribution. If you wish to specify any additional rules for the distribution of this trust, please provide them here.

Additional Information

Should there be any further details required to finalize this trust, or if you have additional information to include, or specific items that require special attention, please kindly provide those details here.

(Premuim Only) Additional Grantors

Should there be more than two Grantors associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Trustees

Should there be more than two Trustees associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Health Care Agents

Should you want more than Three Alternate Health Care Agents listed on your living will, provide their names here. Please note, this feature is only available for the Premium Package.

Release of Liability

We, at Xavier Legal Forms, value your privacy. Rest assured, your Personally Identifiable Information is safeguarded by our privacy policy. However, please note that it is not protected by attorney-client privilege or as work product. We use your personal information solely for the specified product(s) and do not retain, sell, or use it for any other purpose. While we strive to provide top-notch legal forms, we are not a law firm or a substitute for an attorney or law firm. As such, we are unable to provide advice, explanations, opinions, or recommendations about legal rights, remedies, defenses, options, form selection, or strategies. By using our services, you agree not to hold Xavier Legal Forms, responsible for any issues, legal or otherwise, that may arise. Your Personally Identifiable Information includes: (i) Contact Data (such as your name, address, city, state, zip code, phone number, etc); (ii) Financial Data; (iii) Demographic Data (such as your zip code and sex); and (iv) other Legal Data (such as your social security number, mortgage information, automobile information, marital information, and other sensitive information necessary to generate legal documents)

I have read the privacy policy and release of liability and agree to said terms.

Joint Irrevocable Trust

Special Needs Trust

Essential - $675

This package encompasses all the necessary documents required to establish an Individual Special Needs Trust. This type of trust is specifically designed to manage resources for a person with disabilities while maintaining their eligibility for public assistance benefits. The package is meticulously crafted to ensure compliance with all relevant laws and regulations, providing a robust legal framework for the secure and efficient management of the trust’s assets.

Special Needs Trust

Person Placing the Order

Kindly provide the name of the financial professional who is facilitating this order on behalf of the Grantor(s). If you are creating this trust for yourself, please enter ‘self’.

Order email address

Please provide the email address where you would like to receive the link to your completed trust documents.

Notary Information

Please provide state and county information for the notary forms. If left blank, blank lines will populate the notary sections.

State

What state is the trust for?

Marriage Status

What is the marital status of the Grantor?

Trust Name

“Please specify the trust name, for example, ‘The Gil Hibben Trust’.”

Trust Date

What is the Trust Date for this trust?

MM

DD

YYYY

Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

Grantor's Gender

Grantor's Address

Please enter the full address of the Grantor

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grantor's County

Please enter the County the Grantor resides in.

Beneficiary's Name

Enter the name of the Beneficiary of this Special Needs Trust. Usually the same as the Grantor.

Beneficiary's Gender

Beneficiary's Birthdate

Enter the birthdate for the Beneficiary

MM

DD

YYYY

Trustee's Name

Please enter the name(s) of the Trustee or Co-Trustees separated by a comma, exactly as you want them to appear in the trust.

Alternate Trustees

If there are Alternate Trustees for this trust, enter their name(s) here exactly as you want them to appear in the trust.

Distribution Beneficiaries

Kindly provide the names of the individuals who are designated to receive any remaining assets from the trust, following the the primary trust beneficiary’s passing.

Base Distribution

Select an initial base distribution for this trust. You will have the opportunity to specify a more detailed distribution in the subsequent field.

Per Stirpes

Per Capita

Distribution of Trust Remainder

Please specify the allocation of any residual assets from this special needs trust following the primary beneficiary’s passing.

Additional Information

Should there be any further details required to finalize this trust, or if you have additional information to include, or specific items that require special attention, please kindly provide those details here.

Release of Liability

We, at Xavier Legal Forms, value your privacy. Rest assured, your Personally Identifiable Information is safeguarded by our privacy policy. However, please note that it is not protected by attorney-client privilege or as work product. We use your personal information solely for the specified product(s) and do not retain, sell, or use it for any other purpose. While we strive to provide top-notch legal forms, we are not a law firm or a substitute for an attorney or law firm. As such, we are unable to provide advice, explanations, opinions, or recommendations about legal rights, remedies, defenses, options, form selection, or strategies. By using our services, you agree not to hold Xavier Legal Forms, responsible for any issues, legal or otherwise, that may arise. Your Personally Identifiable Information includes: (i) Contact Data (such as your name, address, city, state, zip code, phone number, etc); (ii) Financial Data; (iii) Demographic Data (such as your zip code and sex); and (iv) other Legal Data (such as your social security number, mortgage information, automobile information, marital information, and other sensitive information necessary to generate legal documents)

I have read the privacy policy and release of liability and agree to said terms.

Essential - $675 | Premium - $725

Please note a new ruling by the IRS states that property held in an irrevocable trust that is not included in the taxable estate at death will not receive a step-up in basis any longer.

This package is designed for two individuals who wish to establish an Irrevocable Trust. It’s important to note that the distribution details must be specified in the form. The package includes the Living Trust, Schedule A, an Affidavit Regarding Powers of Trustee, and Deputy Trustee forms.

Joint Irrevocable Trust

Person Placing the Order

Kindly provide the name of the financial professional who is facilitating this order on behalf of the Grantor(s). If you are creating this trust for yourself, please enter ‘self’.

Order email address

Please provide the email address where you would like to receive the link to your completed trust documents.

Package

Select the package you are ordering.

Essential $675

Premium $725

State

What state is the trust for?

Notary Information

Please provide state and county information for the notary forms. If left blank, blank lines will populate the notary sections.

Trust Name

“Please specify the trust name, for example, ‘The Gil Hibben Trust’.”

Trust Date

What is the Trust Date for this trust?

MM

DD

YYYY

First Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

First Grantor's Gender

Second Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

Second Grantor's Gender

Grantor's Address

Please enter the full address of the Grantors

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grantor's County

Please enter the County the Grantors reside in.

Successor Trustee's Name

Enter the name of the Successor Trustee exactly how you want it to appear in the Trust.

Additional Successor Trustees (Premium Only)

Premium Package Only: If there are Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Alternate Successor Trustee

Enter the name of the Alternate Successor Trustee here exactly as you want it to appear in the trust.

Additional Alternate Successor Trustees (Premium Only)

Premium Package Only: If there are Alternate Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Number of Living Children

Enter the total number of living children the Grantors collectively have.

Names of Living Adult Children

Please list the names of all adult children who are alive and were born during the current marriage of the grantors.

Names of Living Minor Children

Please provide the names and birth-dates of the living minor children from the Grantors’ current marriage.

Guardian(s) for Minor Children

Please list the guardians, including any alternates, for minor children.

Separate Living Children of First Grantor

If the First Grantor has children who are not also children of the Second Grantor, please provide their names here.

Separate Living Children of Second Grantor

If the Second Grantor has children who are not also children of the First Grantor, please provide their names here.

Names of Deceased Children

Please provide the names of any deceased children of the Grantors. If these children are from separate relationships, please indicate as such. Also, please note whether each child has any heirs.

Names of Beneficiaries

Please provide the names of the beneficiaries for this trust. You will have the opportunity to detail their specific distributions later in this form. If the children are the beneficiaries you can simply enter, "Same as children"

Names of any Deputy Trustees

If there are deputy trustees, list their names here exactly how you want them to appear in the trust.

Power of Attorney

Would you like to establish a Durable Power of Attorney agreement between the two Grantors?

Yes

No

Additional Power of Attorney

If additional Durable Power of Attorney agreements are needed, kindly provide the names of the involved parties, along with their respective counties and states. Please refer to the example provided. Note that incomplete information will result in blank spaces in the documents.

Health Care Agents

Would you like the two Grantors of this trust to act as Health Care Agents for each other in their Living Wills

Yes

No

First Grantor's Health Care Agent

If you answered, "NO" above, please enter the name of the Health Care Agent for the First Grantor here exactly how you want it to appear in the Trust. If you entered, "YES", skip this and move on.

Second Grantor's Health Care Agent

If you answered, "NO" above, please enter the name of the Health Care Agent for the Second Grantor here exactly how you want it to appear in the Trust. If you entered, "YES", skip this and move on.

Alternate Health Care Agents, First Grantor

Please provide the names of up to three alternate health care agents for the first Grantor, listed in order of preference.

Alternate Health Care Agents, Second Grantor

Please provide the names of up to three alternate health care agents for the Second Grantor, listed in order of preference.

Special Distribution

This trust includes a standard equal distribution. If you wish to specify any additional rules for the distribution of this trust, please provide them here.

Additional Information

Should there be any further details required to finalize this trust, or if you have additional information to include, or specific items that require special attention, please kindly provide those details here.

(Premuim Only) Additional Grantors

Should there be more than two Grantors associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Trustees

Should there be more than two Trustees associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Health Care Agents

Should you want more than Three Alternate Health Care Agents listed on your living will, provide their names here. Please note, this feature is only available for the Premium Package.

Release of Liability

We, at Xavier Legal Forms, value your privacy. Rest assured, your Personally Identifiable Information is safeguarded by our privacy policy. However, please note that it is not protected by attorney-client privilege or as work product. We use your personal information solely for the specified product(s) and do not retain, sell, or use it for any other purpose. While we strive to provide top-notch legal forms, we are not a law firm or a substitute for an attorney or law firm. As such, we are unable to provide advice, explanations, opinions, or recommendations about legal rights, remedies, defenses, options, form selection, or strategies. By using our services, you agree not to hold Xavier Legal Forms, responsible for any issues, legal or otherwise, that may arise. Your Personally Identifiable Information includes: (i) Contact Data (such as your name, address, city, state, zip code, phone number, etc); (ii) Financial Data; (iii) Demographic Data (such as your zip code and sex); and (iv) other Legal Data (such as your social security number, mortgage information, automobile information, marital information, and other sensitive information necessary to generate legal documents)

I have read the privacy policy and release of liability and agree to said terms.

Single “Per Stirpes” Trust

Essential - $675 | Premium - $725

Our base trust package tailored for an individual, whether married or single, who acts as both the grantor and trustee. This package includes a standard per stirpes distribution, but rest assured, you have the flexibility to add specific distributions directly in the form. We’re here to guide you through every step of the process.

Single Irrevocable Trust

Essential - $675 | Premium - $725

Please note a new ruling by the IRS states that property held in an irrevocable trust that is not included in the taxable estate at death will not receive a step-up in basis any longer.

Our trust package tailored for an individual - whether single or married - who is looking to establish an Irrevocable Trust. Please note that the distribution details will need to be outlined in the provided form. This package includes the Trust, Schedule A, an Affidavit for Powers of Trustee, and Deputy Trustee forms.

Single Irrevocable Trust

Person Placing the Order

Kindly provide the name of the financial professional who is facilitating this order on behalf of the Grantor(s). If you are creating this trust for yourself, please enter ‘self’.

Order email address

Please provide the email address where you would like to receive the link to your completed trust documents.

Package

Select the package you are ordering.

Essential $675

Premium $725

State

What state is the trust for?

Notary Information

Please provide state and county information for the notary forms. If left blank, blank lines will populate the notary sections.

Trust Name

“Please specify the trust name, for example, ‘The Gil Hibben Trust’.”

Trust Date

What is the Trust Date for this trust?

MM

DD

YYYY

Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

Grantor's Gender

Grantor's Address

Please enter the full address of the Grantor

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grantor's County

Please enter the County the Grantor resides in.

Successor Trustee's Name

Enter the name of the Successor Trustee exactly how you want it to appear in the Trust.

Additional Successor Trustees (Premium Only)

Premium Package Only: If there are Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Alternate Successor Trustee

Enter the name of the Alternate Successor Trustee here exactly as you want it to appear in the trust.

Additional Alternate Successor Trustees (Premium Only)

Premium Package Only: If there are Alternate Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Number of Living Children

Enter the total number of living children of the Grantor.

Names of Living Adult Children

Kindly provide the names of all living adult children of the Grantor.

Names of Living Minor Children

Please provide the names and birth-dates of the living minor children of the Grantor.

Guardian(s) for Minor Children

Please list the guardians, including any alternates, for minor children.

Names of Deceased Children

Please provide the names of any deceased children of the Grantor. Also, kindly note whether each child has any heirs.

Names of Beneficiaries

Please provide the names of the beneficiaries for this trust. You will have the opportunity to detail their specific distributions later in this form. If the children are the beneficiaries you can simply enter, "Same as children"

Names of any Deputy Trustees

If there are deputy trustees, list their names here exactly how you want them to appear in the trust.

Power of Attorney

If Durable Power of Attorney agreements are needed, kindly provide the names of the involved parties, along with their respective counties and states. Please refer to the example provided. Note that incomplete information will result in blank spaces in the documents.

Health Care Agent

Kindly list the name of the Grantor's Heath Care Agent for their Living Will.

Alternate Health Care Agents

Please provide the names of up to three alternate health care agents for the Grantor, listed in order of preference.

Special Distribution

This trust includes a standard equal distribution. If you wish to specify any additional rules for the distribution of this trust, please provide them here.

Additional Information

Should there be any further details required to finalize this trust, or if you have additional information to include, or specific items that require special attention, please kindly provide those details here.

(Premuim Only) Additional Grantors

Should there be more than two Grantors associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Trustees

Should there be more than two Trustees associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Health Care Agents

Should you want more than Three Alternate Health Care Agents listed on your living will, provide their names here. Please note, this feature is only available for the Premium Package.

Release of Liability

We, at Xavier Legal Forms, value your privacy. Rest assured, your Personally Identifiable Information is safeguarded by our privacy policy. However, please note that it is not protected by attorney-client privilege or as work product. We use your personal information solely for the specified product(s) and do not retain, sell, or use it for any other purpose. While we strive to provide top-notch legal forms, we are not a law firm or a substitute for an attorney or law firm. As such, we are unable to provide advice, explanations, opinions, or recommendations about legal rights, remedies, defenses, options, form selection, or strategies. By using our services, you agree not to hold Xavier Legal Forms, responsible for any issues, legal or otherwise, that may arise. Your Personally Identifiable Information includes: (i) Contact Data (such as your name, address, city, state, zip code, phone number, etc); (ii) Financial Data; (iii) Demographic Data (such as your zip code and sex); and (iv) other Legal Data (such as your social security number, mortgage information, automobile information, marital information, and other sensitive information necessary to generate legal documents)

I have read the privacy policy and release of liability and agree to said terms.

Single Per Stirpes Trust

Person Placing the Order

Kindly provide the name of the financial professional who is facilitating this order on behalf of the Grantor(s). If you are creating this trust for yourself, please enter ‘self’.

Order email address

Please provide the email address where you would like to receive the link to your completed trust documents.

Package

Select the package you are ordering.

Essential $675

Premium $725

State

What state is the trust for?

Notary Information

Please provide state and county information for the notary forms. If left blank, blank lines will populate the notary sections.

Trust Name

“Please specify the trust name, for example, ‘The Gil Hibben Trust’.”

Trust Date

What is the Trust Date for this trust?

MM

DD

YYYY

Grantor's Name

Enter the name of the Grantor exactly how you want it to appear in the Trust.

Grantor's Gender

Grantor's Address

Please enter the full address of the Grantor

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Grantor's County

Please enter the County the Grantor resides in.

Successor Trustee's Name

Enter the name of the Successor Trustee exactly how you want it to appear in the Trust.

Additional Successor Trustees (Premium Only)

Premium Package Only: If there are Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Alternate Successor Trustee

Enter the name of the Alternate Successor Trustee here exactly as you want it to appear in the trust.

Additional Alternate Successor Trustees (Premium Only)

Premium Package Only: If there are Alternate Successor Co-Trustees for this trust add the additional name(s) here exactly how you would like them to appear in the trust.

Number of Living Children

Enter the total number of living children of the Grantor.

Names of Living Adult Children

Kindly provide the names of all living adult children of the Grantor.

Names of Living Minor Children

Please provide the names and birth-dates of the living minor children of the Grantor.

Guardian(s) for Minor Children

Please list the guardians, including any alternates, for minor children.

Names of Deceased Children

Please provide the names of any deceased children of the Grantor. Also, kindly note whether each child has any heirs.

Names of Beneficiaries

Please provide the names of the beneficiaries for this trust. You will have the opportunity to detail their specific distributions later in this form. If the children are the beneficiaries you can simply enter, "Same as children"

Names of any Deputy Trustees

If there are deputy trustees, list their names here exactly how you want them to appear in the trust.

Power of Attorney

If Durable Power of Attorney agreements are needed, kindly provide the names of the involved parties, along with their respective counties and states. Please refer to the example provided. Note that incomplete information will result in blank spaces in the documents.

Health Care Agent

Kindly list the name of the Grantor's Heath Care Agent for their Living Will.

Alternate Health Care Agents

Please provide the names of up to three alternate health care agents for the Grantor, listed in order of preference.

Special Distribution

This trust includes a standard equal distribution. If you wish to specify any additional rules for the distribution of this trust, please provide them here.

Additional Information

Should there be any further details required to finalize this trust, or if you have additional information to include, or specific items that require special attention, please kindly provide those details here.

(Premuim Only) Additional Grantors

Should there be more than two Grantors associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Trustees

Should there be more than two Trustees associated with this trust, we kindly request you to provide all pertinent details and names here. Please note, this feature is only available for the Premium Package.

(Premium Only) Additional Health Care Agents

Should you want more than Three Alternate Health Care Agents listed on your living will, provide their names here. Please note, this feature is only available for the Premium Package.

Release of Liability

We, at Xavier Legal Forms, value your privacy. Rest assured, your Personally Identifiable Information is safeguarded by our privacy policy. However, please note that it is not protected by attorney-client privilege or as work product. We use your personal information solely for the specified product(s) and do not retain, sell, or use it for any other purpose. While we strive to provide top-notch legal forms, we are not a law firm or a substitute for an attorney or law firm. As such, we are unable to provide advice, explanations, opinions, or recommendations about legal rights, remedies, defenses, options, form selection, or strategies. By using our services, you agree not to hold Xavier Legal Forms, responsible for any issues, legal or otherwise, that may arise. Your Personally Identifiable Information includes: (i) Contact Data (such as your name, address, city, state, zip code, phone number, etc); (ii) Financial Data; (iii) Demographic Data (such as your zip code and sex); and (iv) other Legal Data (such as your social security number, mortgage information, automobile information, marital information, and other sensitive information necessary to generate legal documents)

I have read the privacy policy and release of liability and agree to said terms.

Order now, Pay later

Trust Package Options

Joint “Per Stirpes” Trust

Single “Per Capita” Trust

Joint “Per Capita” Trust

Joint Irrevocable Trust

Special Needs Trust

Single “Per Stirpes” Trust

Single Irrevocable Trust

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