Search In Legal Massachusetts Trust Forms For Free

The purpose of the trust and the powers of the trustee are set out in a document called a Declaration of Trust which may be recorded at the registry of deeds.

The terms of the trust, assets, and beneficiaries are not made public, in contrast to a will that is filed with a court and becomes public. Your living trust does not allow to avoid estate taxes. Massachusetts taxes estates worth more than $1 million and the federal government taxes those in excess of $5 million.

Once you send your written demand to the Trustee, the Trustee has 60 days to provide you with a copy of the Trust. Your written request may prompt a trustee to do the right thing by sending you a copy of the Trust.

To make a living trust in Massachusetts, you: Choose whether to make an individual or shared trust. Decide what property to include in the trust. Choose a successor trustee. Decide who will be the trust's beneficiaries?that is, who will get the trust property. Create the trust document.

Otherwise, to get a copy of a will, you'll need to start by finding the case on MassCourts. Once you're on the website, choose "Probate and Family Court" from the drop-down "Court Department." Choose the applicable county from the drop-down "Court Division." Enter the decedent's first and last name and click "Search."

(1) Any Massachusetts trust desiring to do business in this state shall file with the secretary of state a verified copy of the trust instrument creating such a trust and any amendment thereto, the assumed business name, if any, and the names and addresses of its trustees.