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) (PDF)

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 (PDF)

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

Amendment of the Power of Direction (W-9) (PDF)

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

Assignment of the Beneficial Interest (W-9) (PDF)

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 (PDF)

Required when the beneficiary is a corporation.

Deed in Trust - Warranty (PDF)

Transfers property into the land trust.

Direction to Convey (PDF)

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

Letter of Direction (PDF)

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 (PDF)

Required when the beneficiary is an LLC.

Partnership Certificate (PDF)

Required when the beneficiary is a partnership.

Release of Collateral Assignment/Irrevocable Right to Approve/Agreement to Notify (PDF)

Removes requirements for additional signatures or notifications.

Trust Agreement (W-9) (PDF)

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

W-9 (PDF)

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 (PDF)

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

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