Joint Irrevocable Trust

from $675.00

This irrevocable trust is designed for two married individuals who will serve as Grantors. All distribution instructions must be entered directly in the intake form. Included documents are the Irrevocable Trust, Schedule A, an Affidavit Regarding Powers of Trustee, and Deputy Trustee forms.

Essential Package
Includes all standard documents and supports two Grantors and two Trustees, along with the appointment of one successor trustee and one alternate successor trustee. This package uses standard typefaces for clear, consistent formatting.

Premium Package
Includes all Essential features and adds support for non‑standard arrangements, such as more than two Grantors or Trustees and multiple successor trustees. This package also uses premium, high‑legibility typefaces for enhanced readability.

Notice:
Recent IRS guidance indicates that property held in certain irrevocable trusts that is not included in a decedent’s taxable estate may not receive a step‑up in basis at death. If you have questions about how this may apply to your situation, please consult a qualified tax professional.

Package:
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This irrevocable trust is designed for two married individuals who will serve as Grantors. All distribution instructions must be entered directly in the intake form. Included documents are the Irrevocable Trust, Schedule A, an Affidavit Regarding Powers of Trustee, and Deputy Trustee forms.

Essential Package
Includes all standard documents and supports two Grantors and two Trustees, along with the appointment of one successor trustee and one alternate successor trustee. This package uses standard typefaces for clear, consistent formatting.

Premium Package
Includes all Essential features and adds support for non‑standard arrangements, such as more than two Grantors or Trustees and multiple successor trustees. This package also uses premium, high‑legibility typefaces for enhanced readability.

Notice:
Recent IRS guidance indicates that property held in certain irrevocable trusts that is not included in a decedent’s taxable estate may not receive a step‑up in basis at death. If you have questions about how this may apply to your situation, please consult a qualified tax professional.