Excellent Sample Forms by the Montana Community Foundation

Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
Inter Vivos Charitable Remainder Unitrust: Two Lives, Consecutive Interests
Inter Vivos Charitable Remainder Unitrust: Two Lives, Concurrent and Consecutive Interest
Testamentary Charitable Remainder Unitrust: One Life
Testamentary Charitable Remainder Unitrust: Two Lives, Consecutive Interests
Testamentary Charitable Remainder Unitrust: Two Lives, Consecutive Interests
Inter Vivos Charitable Remainder Unitrust: One Life
Inter Vivos Charitable Remainder Unitrust: Two Lives, Consecutive Interests
Inter Vivos Charitable Remainder Unitrust: Two Lives, Concurrent and Consecutive Interests
Testamentary Charitable Remainder Unitrust: One Life
Testamentary Charitable Remainder Unitrust: Two Lives, Concurrent and Consecutive Interests
Inter Vivos Charitable Remainder Annuity Trust: Two Lives, Consecutive Interests
Inter Vivos Charitable Remainder Annuity Trust: Two Lives, Concurrent and Consecutive Interests
Testamentary Charitable Remainder Annuity Trust: One Life
Testamentary Charitable Remainder Annuity Trust: Two Lives, Consecutive Interests
Testamentary Charitable Remainder Annuity Trust: Two Lives, Concurrent and Consecutive Interests
Declaration of Trust (under Sec. 4.01) and Instruments of Transfer
Declarations of Trust (under Sec. 5.01; 5.03)
Instrument of Transfer (under Sec. 10.03)
Declaration of Trust (full)
Instrument of Transfer: One Life
Instrument of Transfer: Two Lives, Consecutive Interests
Instrument of Transfer: Two Lives, Concurrent and Consecutive Interests