Managing Trusting Designation


The form below is a very basic one. Chances are you will need something more comprehensive. 




The following are additional instructions to be applied to the trust agreement established on ________________ (Date), by _______________________________, naming ________________________________________ as beneficiary:

Designated trustees of the trust are ___________________________________ (Name), of ___________________________________________________(Address) and ___________________________________________________ (Name), of ___________________________________________________(Address)

The managing trustee shall be ____________________________ (Name), and as long as he is capable of sustaining the positions, duties, and responsibilities shall occupy this position. If, for whatever reason, ______________________ (Name) becomes incapable of performing those duties, __________________________ (Name) shall assume the responsibility of managing and upholding the trust.

______________________________ ____________________

Signature Date

______________________________ _____________________

Witness Date

______________________________ _____________________

Witness Date




These forms are provided AS IS. They may not be any good. Even if they are good in one jurisdiction, they may not work in another. And the facts of your situation may make these forms inappropriate for you. They are for informational purposes only, and you should consult an attorney before using them.

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