Get Inter Vivos

Managing your estate can be a complex process, but filling out the Inter Vivos online can simplify it. This guide provides clear and concise instructions to help you complete the Inter Vivos trust agreement accurately and efficiently.

Follow the steps to fill out the Inter Vivos trust agreement online.

1. Press the ‘Get Form’ button to acquire the inter vivos trust agreement form and open it in your chosen editor.
2. Begin by entering the date of the agreement at the top of the form. Specify the day, month, and year clearly.
3. In the section labeled 'Trustor', input the name of the individual establishing the trust, followed by their street address, city, county, state, and zip code.
4. Proceed to fill in the name of the ‘Trustee’. Similar to the Trustor, provide their name and complete address information.
5. Refer to Exhibit A to describe the property being transferred into the trust. Include detailed information that identifies the property clearly.
6. Complete Section II by specifying how the income and principal from the trust will be handled during the Trustor's lifetime, after their death, and on termination of the trust.
7. Fill out the 'General Rules Regarding Disbursements', making sure to provide clear instructions on how income should be managed and distributed.
8. Details regarding additions to the trust, powers of the trustee, and responsibilities upon trustee resignation must be filled in as per the provided guidelines.
9. Satisfy all sections including the definitions, spending provisions, and perpetuity savings clauses as required.
10. Finalize your form by adding the governing law and binding effect clauses. Ensure all necessary signatures from the Trustor and Trustee are included.
11. Review your completed form for accuracy. Once confirmed, you can save changes, download, print, or share the document as needed.

Get started on completing your Inter Vivos trust agreement online today.