Get the free Qualified Personal Residence Trust One Term Holder template

Get Form

Show details

Establishing a Qualified Personal Residence Trust (QPRT) involves transferring the residence to a trust that names the persons who are to receive the residence at the end of the stated term, usually

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why choose pdfFiller for your legal forms?

Learn more about security

All-in-one solution

pdfFiller offers a PDF editor, eSignatures, file sharing, collaboration tools, and secure storage—all in one place.

Easy to use

pdfFiller is simple, cloud-based, has a mobile app, and requires no downloads or a steep learning curve.

Secure and compliant

With encryption, user authentication, and certifications like HIPAA, SOC 2 Type II, and PCI DSS, pdfFiller keeps sensitive legal forms secure.

pdfFiller scores top ratings on review platforms

I love PDF Filler; it makes my job so much easier. I am an income tax preparer volunteer, and I also have lots of legal papers for both me and kids and grandkids! Thank you for developing it.

F Jean Taylor

It is excellent. I had some problem in he beginning as to how to use it.it would be helpful if you could make is more user friendly

Radhakrishnan M

Simple and versatile. Since it is new "technology" for me, I must use it with some guidance to understand all its utility, so the tutorials that are included will be handy without having to go to school to learn it.

Michael M

Good product to use for form filling. User friendly and would highly recommend.

Gloria W

I HAVE TRIED MANY MANY TIMES TO MAKE YOUR PROGRAM WORK FO ME WITHOUT SUCCESS.

DAVID M

I love the idea of being able to populate any form, I just hate the tutorial that slows everything down and gets in the way of populating boxes

Kuuipo P

Show more Show less

Fill fillable qualified personal residence trust form: Try Risk Free

Rate free qualified personal residence trust form

4.3

satisfied

42 votes

Qualified Personal Residence Trust Form Guide

A Qualified Personal Residence Trust (QPRT) is a valuable estate planning tool that enables individuals to transfer a personal residence to a trust while retaining use of the property for a specified period.

This guide will help you understand how to fill out a qualified personal residence trust form, detailing its components, benefits, and compliance requirements.

What is a Qualified Personal Residence Trust (QPRT)?

A Qualified Personal Residence Trust is a type of irrevocable trust designed specifically for personal residences. By placing your home in a QPRT, you can effectively reduce your taxable estate.

A QPRT allows the transfer of property ownership to beneficiaries while retaining the right to live in the home for a predetermined time period.
Some advantages include potential estate tax savings and protection against creditors.
Property in a QPRT is not considered part of your taxable estate, which may result in significant tax savings when managed correctly.

What are the components of the QPRT agreement?

The QPRT agreement is a legally binding document that lays out specific terms regarding the trust, including the parties involved.

Typically, the transferor is the person establishing the QPRT, and the trustee manages the trust according to the terms set forth.
Essential information includes the names of all parties, their addresses, and the designated name of the trust.
Once established, a QPRT is irrevocable, meaning that the terms cannot be altered without legal consequences.

How do you create a Qualified Personal Residence Trust?

Creating a QPRT involves several structured steps that must be carefully followed to ensure legal compliance.

Start by gathering necessary information, then accurately fill out the form, ensuring all details are correct.
Plan the duration of occupancy and the terms that maximize tax benefits.
Submit the necessary forms to the IRS, maintaining compliance to avoid penalties.

How can you fill out the QPRT form using pdfFiller?

pdfFiller offers a range of tools designed to simplify the process of completing your QPRT form.

Easily navigate and edit your QPRT form using pdfFiller's intuitive platform.
Utilize interactive features to e-sign and collaborate with others directly within the document.
Securely manage your QPRT documents in the cloud, ensuring safe access from anywhere.

How do you ensure compliance with regulations when using a QPRT?

Compliance with IRS regulations when creating a QPRT is crucial for its validity and tax advantages.

Familiarize yourself with the relevant IRS regulations governing QPRTs to ensure all legal standards are met.
Be mindful of details like the expiration term and payments for the property related expenses.
Check for any local laws that may impose additional requirements or restrictions on trust creation.

Where can you find additional resources for QPRTs?

Having the right resources is vital when filling out or managing a QPRT form.

Access detailed guides on related estate planning forms via pdfFiller.
Explore templates and sample agreements to better understand structure and requirements.
Links to IRS resources and regulations will provide authoritative information for further reading.

Last updated on Feb 20, 2026