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, the disposition of income and principal during and after the Trustor's lifetime, rules regarding disbursements, powers of the Trustee, and provisions for resignation and succession of Trustees. The agreement emphasizes that it is irrevocable, governed by state law, and aims to benefit current income beneficiaries while protecting assets from creditors.

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Click ‘Get Form’ to open the inter vivos document in the editor.
Begin by entering the date of the agreement at the top of the form. This is crucial for establishing the timeline of the trust.
Fill in the names and addresses of both the Trustor and Trustee. Ensure accuracy as this information identifies all parties involved.
In Section I, describe the property being transferred into trust. Attach Exhibit A with detailed property descriptions as required.
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 XX by following prompts for disbursements, trustee powers, and other provisions. Each section requires careful attention to detail.

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