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1. Parties: Identification of trustees and grantors creating the trust
2. Background: Purpose of trust creation, basic intent, and contextual information
3. Definitions: Key terms used throughout the agreement including trust property, beneficiaries, and other relevant definitions
4. Trust Property: Description of initial trust property, future additions, and property management provisions
5. Distribution Provisions: Rules and procedures for distributing trust assets during life and after death
6. Trustee Powers: Enumeration of trustee authorities, responsibilities, and limitations
7. Amendment and Revocation: Procedures and requirements for modifying or revoking the trust
8. Administrative Provisions: General provisions for trust administration, accounting, and reporting requirements
9. Successor Trustees: Provisions for appointment and succession of trustees
1. Special Needs Provisions: Specialized provisions for beneficiaries with disabilities or who receive government benefits
2. Business Interest Provisions: Special provisions for handling business assets and interests within the trust
3. Tax Planning Provisions: Specific provisions for estate tax optimization and tax-efficient distributions
4. Digital Assets: Provisions for handling digital assets and online accounts
5. Pet Care Provisions: Provisions for the care and maintenance of pets after the grantor's death
1. Schedule A - Initial Trust Property: Detailed inventory of all property initially transferred to the trust
2. Schedule B - Beneficiary Designations: List of designated beneficiaries and their respective shares or interests
3. Schedule C - Special Instructions: Special instructions for handling specific assets or distributions
4. Certificate of Trust: Summary document for third parties verifying trust existence and trustee authority
5. Schedule D - Real Property Descriptions: Legal descriptions of any real property transferred to the trust
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