Trustor 2026

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

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Click ‘Get Form’ to open the trustor document in the editor.
Begin by entering the date of the agreement in the designated field. This is crucial for establishing the timeline of the trust.
Fill in your name as the Trustor along with your complete address, including street, city, county, state, and zip code.
Next, provide the name and address of the Trustee. Ensure all details are accurate to avoid any legal complications.
In Section I, describe the property being transferred to the Trustee. Attach Exhibit A if necessary.
Complete Section II by specifying how income will be distributed during your lifetime and after your death. Be clear about amounts and dates.
Review Sections III through XII carefully, filling out any additional provisions that apply to your situation.
Finally, sign and print your name at the end of the document along with the Trustee's signature.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

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.

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