Legal Documents
We offer template trust documents for a variety of trusts and estate planning situations, in addition to trust provisions and drafting memos. The Private Trust Company does not engage in the practice of law and is not providing legal advice. Therefore, any person wishing to use these documents as a guide should consult with an attorney who should draft a personalized document to conform to the then current laws of the appropriate jurisdiction.
Trust Template Language
Revocable Living Trusts
Trust Drafting Memo RLTs and Wills.pdf
Charitable Remainder Trusts
Trust Drafting Memo CRTs.pdf
ILITs
Trust Drafting Memo ILITs.pdf
Additional Documentation
Trust Drafting Memo Trusteed IRA.pdf
© 2005- LPL Financial