Qdot trust sample: Fill out & sign online

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Click ‘Get Form’ to open the Qualified Domestic Trust Agreement in the editor.
Begin by entering the date of the agreement and the names and addresses of both the Grantor and Trustee in the designated fields.
In Section A, provide details about the property being transferred to the Trustee. Attach Schedule A as necessary.
Complete Section B by specifying the lifetime provisions for both the Grantor and their spouse, ensuring to note that the spouse is not a U.S. citizen.
Fill out Section I regarding the rights and powers of both Grantor and Trustee, detailing any specific instructions for managing life insurance policies or other assets.
Review Sections II through V carefully, filling in any required information about trustee powers, successor trustees, and distribution plans for beneficiaries.
Finally, ensure all signatures are completed at the end of the document before saving your changes.

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