An Insurance Trust Agreement is a critical legal document used to establish a trust specifically designed to hold and manage life insurance policies. This template helps you draft a comprehensive agreement that outlines the roles and responsibilities of trustees, the rights of beneficiaries, and the terms for funding and administering the trust. It ensures asset protection, tax efficiency, and clear governance of insurance proceeds. Use this template to create a tailored trust agreement that supports your estate planning goals and complies with relevant legal requirements. The sections guide you through defining trust purpose, trustee powers, beneficiary designations, funding methods, and distribution rules, helping you build a robust framework for managing insurance assets effectively.
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