Trustor 2025

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This document is a Revocable Trust Agreement established for the benefit of the Trustor during their lifetime and for the surviving spouse after the Trustor's death. It outlines the management and distribution of the Trust estate, including provisions for income distribution, invasion of principal for support, revocation and amendment rights, trustee powers, spendthrift provisions, payment of last illness and funeral expenses, accounting requirements, trustee compensation, succession of trustees, and governing law.

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What is a trustor vs. trustee?

The trustor is responsible for setting up the trust, deciding what assets to include, and naming the beneficiaries. They also outline how and when these assets should be distributed. Think of the trustor as the architect of a trust. They design the blueprint and establish the rules.

What is the role of the trustor?

In a trust, the grantor is the person who creates the trust and transfers assets into it. The grantor is also known as the trustor or settlor. The primary role of the grantor is to establish the terms of the trust, including its purpose, the beneficiaries, and the assets.

What is a trustor vs grantor?

Three parties are involved in a deed of trust: the trustor (or the borrower), the trustee (the third party who holds legal title to the property) and the beneficiary (the lender).

Are trustee and trustor the same?

A trust involves three classifications of parties: Trustor: a person who establishes a trust, typically either an individual person or a married couple. A trustor may also be called a grantor or a settlor. Trustee: a person or persons designated by a trust document to hold and manage the property in the trust.

What is an example of a trustor?

Example: Jane wants to ensure her children are financially secure after her death. She sets up a trust, transferring her home and investment accounts into it. Here, Jane is the trustor. Trustee: The trustee, on the other hand, is responsible for managing the trust ing to the trustors instructions.

Is the trustor the borrower?

When the maker of a Revocable Trust dies, the assets in the Trust become property of the Trust. If the Grantor also known as the Trustor, Grantor or Settlor acted as Trustee while they were alive, the named Successor Trustee will normally take over as Trustee of the Trust upon the Grantors death. Things a Successor Trustee Must Do After the Original Trustor / Settlor simonlaw.com things-a-successor-trustee- simonlaw.com things-a-successor-trustee-

Trustor 2025

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