Irrevocable Trust - Document Builder 👷‍♂️

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🏷️ Trust Name, Parties & Situs

Set the trust identity, governing law (situs), and core parties.

Trust Name

Trust Date (execution date) *

Governing Law / Situs *

Grantor / Settlor

Grantor Full Legal Name *

Grantor Email

Grantor Phone

Grantor Address *

Initial Trustee

Trustee Full Legal Name *

Trustee Email

Trustee Phone

Trustee Address *

Successor Trustees

Number of Successor Trustees *

List names and order *

Trustee Form

Trustees act *

Single trustee
Co-trustees (all must act)
Co-trustees (majority may act)

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👨‍👩‍👧 Beneficiaries & Distribution Design

Name primary & remainder beneficiaries and choose distribution rules.

Primary Beneficiaries

Number of Primary Beneficiaries

Beneficiary #1 Name *

Relationship *

Share/Formula *

Beneficiary #2 Name *

Relationship *

Share/Formula *

Beneficiary #3 Name *

Relationship *

Share/Formula *

List names + relationships + shares *

Remainder Beneficiaries & Shares *

Trustee’s distribution standard (income/principal) *

HEMS (Health, Education, Maintenance & Support)
Fully discretionary
Income mandatory
principal discretionary
Fixed amounts
Other

Describe schedule/conditions *

Include spendthrift/anti-assignment? *

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💼 Funding (Schedule A), Insurance & Gifts

List assets to transfer now, planned additions, and any insurance/gifts.

Assets to be titled to the Trust now (select all) *

Cash/bank account
Brokerage/securities
Business interests
Real property
Life insurance policy (ownership/beneficiary)
Crypto/digital assets
Personal property
Other

Property address/legal description *

How title will be changed

Entity name, % interest, jurisdiction *

Insurer & Policy No *

Trust is *

Owner & Beneficiary
Beneficiary only

Schedule A *

Schedule A supporting docs (PDF/ZIP) (optional)

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Additional gifts planned post-execution? *

Gift plan & timing *

Digital assets access/credentials handling

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🧠 Tax Character, Powers & Protectors

Set tax status, trustee powers, and optional protector/advisor roles.

Tax Character (informational for drafting)

Intended tax character *

Grantor-type (income attributed to grantor)
Non-grantor
Unsure (draft neutral)

Tax notes (optional)

Trustee Powers

Include powers (select all that apply) *

Retain/sell/invest
Allocate between income/principal
Employ advisors
Borrow/pledge assets
Make distributions in cash/in-kind
Make tax elections
Encroach on principal
Decant (if permitted)
Other

Add specifics

Trust Protector (optional)

Appoint a Trust Protector? *

Protector Name *

Protector Powers *

Investment/Distribution Advisor (optional)

Appoint a separate Advisor? *

Advisor Name *

Scope of advice & standard *

Powers of Appointment

Grant beneficiary a limited power of appointment? *

No
Yes (limited class)
Yes (broad subject to law)

Define permissible appointees/exclusions *

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🧾 Administration: Accounts, Changes & Termination Events

Operational rules: accounting, replacements, and when the trust ends.

Accounting & reports to beneficiaries *

Annual statement
On request
Court-approved only
Waived (as permitted)
Other

Describe

Removal/Replacement of Trustee

Protector may remove/appoint
Beneficiary majority may remove for cause
Court only
Other

Describe

Decanting permitted if law allows? *

No
Yes (with constraints)

Termination events *

Upon youngest beneficiary reaching age __
On exhaustion of assets
On specific date
Earlier of above
Other

Details *

Successor trustee acceptance procedure & bond requirements

Compensation & reimbursement policy for trustee/advisors

Governing forum for disputes *

Courts
Mediation then courts
Arbitration (binding)
Other

Specify forum/rules

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✅ Exhibits, Execution, Certifications & ✍️ Signatures

Attach schedules, set execution formalities, and sign.

Exhibits / Schedules

Schedule A — Funding List (PDF/ZIP)

Drag & Drop Files, Choose Files to Upload

Schedule B — Special Provisions/Tax Elections (PDF/ZIP)

Drag & Drop Files, Choose Files to Upload

Schedule C — Insurance Assignments/Beneficiary Designations (PDF/ZIP)

Drag & Drop Files, Choose Files to Upload

Execution Formalities

Notarization required? *

Notary block text *

Witnesses

Witnesses 1

Witnesses 2

Certificate / Abstract of Trust (optional)

Generate a Certificate/Abstract of Trust for banks/brokers? *

Include: trustee names, powers excerpt, EIN/ID handling *

Final Acknowledgements *

Grantor intends this trust to be irrevocable
Trustee accepts fiduciary duties
Distributions subject to selected standard
E-signatures valid where permitted.

Signatures

Grantor Signature *

Grantor Sign Date *

Trustee Signature *

Trustee Sign Date *

Protector/Advisor (if appointed)

Protector/Advisor Sign Date

Witness #1 Name

Witness #2 Name

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