Land Trust Forms

Below are forms in PDF format regarding land trusts that do not necessarily require the assistance of an attorney. These forms are now interactive and can be saved with the information that you entered. Please save the blank form to your computer before entering your information and then save again after completing the form.

Below are forms regarding land trusts that do not necessarily require the assistance of an attorney. If you have any questions, please call (219) 661-2792.

These forms are provided for your convenience. As with any legal document, you may wish to consult with an attorney to be certain that your objectives are being met.

To make form completion easier, please save the blank form to your computer before entering your information and then save again after completing the form.

(Click form name to download)


Acceptance of Transfer of Beneficial Interest and Ratification (W-9)

When the primary beneficiary dies, changes beneficial interest in the trust from the deceased to the contingent beneficiary(s).


Amendment of the Contingent Beneficial Interest

Changes contingent beneficiary(s). The contingent beneficiary is the person(s) taking the beneficial interest upon the death of the primary beneficiary.


Amendment of the Power of Direction (W-9)

Used to change the party(s) who has power of direction.


Assignment of the Beneficial Interest (W-9)

Used by current beneficiary to make changes to the beneficial interest by assigning all or part of the beneficial interest in the trust to another party(s).


Corporate Resolutions

Required when the beneficiary is a corporation.


Deed in Trust - Warranty

Transfers property into the land trust.


Direction to Convey

Used to request issuance of a deed when property is being transferred out of the trust.


Letter of Direction

Authorization by the party(s) having power of direction to execute documents. This form is not used to request a deed (Direction to Convey).


Limited Liability Company Certificate

Required when the beneficiary is an LLC.


Notary Addendum

Used to notarize documents where there is no notary block.


Partnership Certificate

Required when the beneficiary is a partnership.


Release of Collateral Assignment/Irrevocable Right to Approve/Agreement to Notify

Removes requirements for additional signatures or notifications.


Trust Agreement (W-9)

Used to create the trust and it terms with the trustee.


W-9

Patriot Act information disclosure. Prior to opening an account and any addition of a beneficiary/power of direction holder, Indiana Land Trust Company is required to obtain proper identification of each customer.


Additional Information

Suggested Beneficial Interest Designations

Sample phrasing for establishing the beneficial interest and the contingent beneficial interest in the trust.


LINKS

The following links are provided for your use to learn about Land Trust and other Title Information. These links open in a new browser window to an external website. The information contained on these websites is not published or managed by Indiana Title Land Trust Company.


Chicago Title Insurance Company

Chicago Title Insurance Company is part of the Fidelity National Financial family of companies with its own unique and proud history built on the fundamental principles of outstanding customer service, untarnished reputation for integrity and a rock solid, enduring identity synonymous with expertise.


Chicago Title Insurance Company - Chicago Metro Area

Chicago Title Insurance Company's 37 metropolitan area offices comprise the largest region in the Chicago Title Family and are conveniently located throughout the Chicago metropolitan area.


Chicago Title Insurance Company - Downstate Illinois

A pioneer in the real estate industry since 1847, Chicago Title is dedicated to leading the evolution of the industry. Click here for more information regarding Chicago Title's Downstate Illinois operations.


Chicago Title Land Trust Company

Chicago Title Land Trust Company is Illinois’ leading land trustee. For over 100 years, Chicago Title Land Trust Company has helped clients throughout the State of Illinois benefit from the establishment of land trusts for their real estate holdings. We are trustee for more land trusts than any other bank or trust department in the state. We have the experience and expertise to address your specific requirements, no matter how complex.


National Title Information Website

NTI Web provides state-by-state title insurance information including recording fees, mortgage and transfer taxes; document execution requirements; laws and customs; forms (state specific, endorsements, policies), etc.


Back to Top