Question 1

What trust meeting minutes templates are available?

Accepted Answer

TrustMinutes offers templates for general trust meetings, trust distributions, real property transactions, annual trust reviews, trustee resignations and appointments, and beneficiary communication records. The free plan includes the general meeting template, while the Professional plan at $19 per month unlocks all premium templates. Each template is designed to cover the key documentation elements required for that specific type of trust action.

Question 2

Are the templates customizable?

Accepted Answer

Yes, all TrustMinutes templates are fully customizable. You can edit every section to match the specifics of your trust, including trust names, beneficiary details, distribution amounts, and trustee reasoning. The AI-guided wizard further personalizes the output by asking you targeted questions and automatically filling in the template with your responses. You can also manually adjust any field after the wizard completes.

Question 3

What is the difference between free and paid templates?

Accepted Answer

The free plan provides access to the general trust meeting minutes template with one export per month, which includes a TrustMinutes watermark. The Professional plan at $19 per month includes all specialized templates — distribution minutes, property transaction minutes, annual review minutes, and more — with unlimited exports and no watermarks. Paid templates include more detailed sections and compliance-oriented fields tailored to specific trust actions.

Question 4

Can I download templates in different formats?

Accepted Answer

TrustMinutes supports exporting completed minutes in PDF and Word (DOCX) formats. The PDF format is ideal for signing and archiving, while the Word format allows for further editing in Microsoft Word or Google Docs. Both formats preserve the professional formatting and structure of the template. Exports on the free plan include a watermark; Professional plan exports are clean and ready for formal use.

Question 5

Do the templates reference the Uniform Trust Code?

Accepted Answer

Yes, TrustMinutes templates include fields for referencing the relevant UTC sections that authorize or govern the trustee actions being documented. For example, distribution templates prompt you to cite the trust provisions and UTC sections (such as UTC § 813 for beneficiary information rights) that support the distribution decision. This helps demonstrate that the trustee considered their fiduciary duties and statutory obligations.

Meeting Minutes Templates

Free Template

General Meeting Minutes

Professional TemplatesPaid Plan Required

Bank AccountPaid Only

DistributionPaid Only

Hire ProfessionalsPaid Only

PropertyPaid Only

AnnualPaid Only