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Explore ReferentThis Irrevocable Trust Agreement (“Agreement”) is made effective as of [Date], by and between:
Grantor (Settlor):
Name: [Full Legal Name]
Address: [Address]
Trustee:
Name: [Full Legal Name]
Address: [Address]
Beneficiaries:
[List names and relationships of beneficiaries]
The Grantor hereby establishes this irrevocable trust, transferring the property described herein to the Trustee, who shall manage it according to the terms set forth below.
The Trust shall include the following property:
[Describe assets, e.g., cash, securities, real estate, personal property, life insurance policies].
This Trust is irrevocable. The Grantor expressly waives all rights to amend, modify, revoke, or terminate this Trust once executed, except as permitted by law.
The Trustee shall have the authority to manage, invest, reinvest, sell, and transfer trust assets in a prudent manner. The Trustee shall act solely in the best interests of the Beneficiaries, with duties including:
Distributing income or principal as directed herein.
Keeping accurate records and accounts.
Filing tax returns on behalf of the Trust.
Distributing income or principal as directed herein.
Keeping accurate records and accounts.
Filing tax returns on behalf of the Trust.
Beneficiaries are entitled to receive distributions as specified in this Agreement. Distributions may include income, principal, or both, depending on the Trust’s terms and the Trustee’s discretion where permitted.
No beneficiary may assign, pledge, or transfer their interest in the Trust, nor shall trust assets be subject to creditors’ claims until distributed.
If the original Trustee resigns, dies, or becomes incapacitated, [Name of Successor Trustee] shall serve as successor. If unavailable, a court of competent jurisdiction may appoint a replacement.
The Trustee shall provide annual reports of trust activity to the beneficiaries, including income, expenses, and distributions.
This Agreement shall be governed by the laws of [State/Country].
This document contains the complete terms of the Irrevocable Trust and supersedes any prior oral or written understandings.
Grantor (Settlor):
Signature: ________________________
Name:
Date:
Trustee:
Signature: ________________________
Name:
Date:
☐ Schedule A – List of Trust Assets
☐ Life Insurance Policy Assignment
☐ Additional Instructions or Amendments Permitted by Law
Each template already follows legal structure and best practices.
The agreement is automatically filled and adapted to your inputs.
Check the generated document, make edits if needed, and download a ready-to-use agreement.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Frequently asked
An Irrevocable Trust Agreement is a legal document in which a grantor transfers assets into a trust that cannot be revoked or amended, ensuring the property is managed by a trustee for the benefit of designated beneficiaries.
It helps protect assets from creditors, reduces estate tax liability, and provides clear management of wealth for future generations. Since it cannot be revoked, it offers strong asset protection and legal certainty.
Use it for estate planning when you want to safeguard assets, minimize taxes, or ensure long-term care provisions for dependents. It is often used to pass wealth to heirs, protect life insurance proceeds, or support charitable purposes.
It should name the grantor, trustee, and beneficiaries, define trust property, outline trustee powers, provide distribution instructions, include a spendthrift clause, and specify successor trustee provisions.
Use our AI-powered builder to create a legally compliant Irrevocable Trust Agreement in minutes — tailored to your estate planning goals and jurisdiction.
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