Inter vivos 2026

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The document is a General Form of an Inter Vivos Irrevocable Trust Agreement, outlining the terms and conditions under which a Trustor transfers property to a Trustee for management and distribution. It details the responsibilities of the Trustee, including the care and management of the trust estate, income collection, and asset disposition during and after the Trustor's lifetime. The agreement includes provisions for disbursements, trustee powers, resignation procedures, accounting requirements, and legal stipulations regarding beneficiaries' rights. It establishes that the trust is irrevocable and governed by state law.

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Click ‘Get Form’ to open the inter vivos document in the editor.
Begin by filling in the date at the top of the form, followed by the name and address of the Trustor. Ensure all details are accurate for legal purposes.
Next, enter the name and address of the Trustee. This section is crucial as it identifies who will manage the trust.
In Section I, describe the property being transferred into trust. Attach Exhibit A as referenced in this section.
Proceed to Section II, where you will outline how income and principal will be managed during and after the Trustor's lifetime. Be specific about distributions.
Complete Sections III through XIX by following prompts for disbursements, trustee powers, and other provisions. Each section requires careful attention to detail.

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