Personal Trust Templates

A personal trust, also known as a personal property trust or individual trust, is a legal arrangement that allows individuals to manage and protect their assets for the benefit of themselves or their designated beneficiaries. In Canada, personal trusts hold a significant role in estate planning and tax management.

As a trustee of a personal trust, you have the responsibility to make informed decisions regarding the assets held within the trust. To ensure compliance with the tax laws and regulations, it is essential to familiarize yourself with the necessary documentation.

Our comprehensive collection of personal trust documents provides you with the necessary tools to navigate the complexities of managing and designating a property as a principal residence. The collection includes forms such as the T1079 Designation of a Property as a Principal Residence by a Personal Trust and the T2091 IND Designation of a Property as a Principal Residence by an Individual (Other Than a Personal Trust).

Whether you are an individual managing your personal assets or a trustee overseeing a personal trust, these documents will assist you in accurately reporting and designating a property as a principal residence. Our collection also includes larger print versions and variations of the forms to cater to different needs.

With our personal trust document collection, you can stay organized and compliant, ensuring that your assets are safeguarded and managed effectively. Simplify your estate planning and tax management processes with our readily accessible and reliable resources.