Universal Asset Protection Trust Template
Fill-in-the-Blank · State-Specific · Instant Download
What's Included
Comprehensive Universal Irrevocable Asset Protection Trust (APT) template designed as a third-party (non-self-settled) trust framework valid in all 50 states. Protects family assets from future creditor claims while maintaining generational wealth transfer. Includes grantor and trustee designations, irrevocability clause, independent trustee requirement, discretionary distribution standards for beneficiaries, spendthrift provision, prohibited self-dealing clauses, fraudulent transfer compliance, trustee investment powers, trust protector role (optional), trust decanting provisions, and notarized execution block. NOTE: For self-settled creditor protection, use the state-specific DAPT template. Instant .docx download.
Who This Is For
- Professionals with high lawsuit exposure (doctors, builders, etc.)
- Business owners protecting personal assets
- High-net-worth individuals planning for future creditors
- Couples planning generational wealth transfer
NOT Appropriate For
- Anyone with current claims, lawsuits, or pending creditors
- People unwilling to give up control of assets (irrevocable!)
- Settlors who want to remain a beneficiary (use a DAPT instead)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Universal attorney for advice specific to your situation.
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