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Delaware Specialized Trust Provisions

A collection of specialized trust provisions to protect and preserve personal wealth for generations to come.

Request access to the provisions

Our collection of Delaware Specialized Trust Provisions is reserved for professional advisors who work closely with us.

Explore Delaware’s Unique Advantages

The State of Delaware promotes innovate and flexible trust laws and can offer attractive advantages to families and individuals.

Directed Trusts

Directed Trusts

Delaware law enables a trustee to be directed on investments, distributions, or any other matter.

Dynasty Trusts

Dynasty Trusts

Delaware trusts can be drafted to create a trust that is not subject to a rule against perpetuities.

Body of Law

Body of Law

To remain a leader as a flexible trust jurisdiction, Delaware continually updates its trust laws.

How to Use the Delaware Trust Provisions

Our specialized trust provisions offer guidance on the application of Delaware’s modern trust laws to help protect and preserve clients’ wealth. After determining the aspects of the trust, look through our body of provisions that address any topics and incorporate as needed.


Provisions For All Trusts


Investment Advisor Provisions


Distribution Advisor Provisions


Other Advisor Provisions


Special Situations


Sample Language for Any Trust

Preview Sample Provisions

Our Delaware trust provisions examine the unique attributes of modern trust law.

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Investment Advisor Provisions

Appointment of Investment Advisor

In reliance on the provisions of 12 Del. C. § 3313, the Grantor hereby appoints __________________________ (the "Investment Advisor") as Investment Advisor.  If at any time __________________ is unwilling or unable to act...

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Special Situations


If the Trustee of any trust created by or pursuant to this Trust Agreement has the power (whether acting in its discretion or at the direction or with the consent of another fiduciary hereunder) to invade the principal, income or both of such trust (the “First Trust”) to make distributions...

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Our searchable digital experience allows you to easily find and lift provisions with one click for use in your documents.


Delaware’s Specialized Trust Provisions reflect our interpretation of its contemporary trust laws and how they may be applied to the  changing needs of multigenerational families – presented in an easy-to-use digital tool for updating your trust documents.

Notice and Disclaimer

Although the provisions in these materials are the product of much thought and effort, no sample provision is a substitute for informed legal judgment. The attorney must make an independent determination as to whether a particular provision herein is generally appropriate for a client and, further, how it must be modified to meet any special circumstances and objectives of the client. These provisions have been drafted based upon the application of Delaware law and no attempt has been made to confirm their general applicability or validity under the laws of other jurisdictions.

Northern Trust does not guarantee that the provisions in these materials effectively accomplish their purpose, and it assumes no responsibility for the provisions or for their use. By using any provision from these materials to draft a will or trust, the attorney acknowledges that the attorney (and not Northern Trust) is responsible for any document that the attorney prepares based on these materials.

Northern Trust will not necessarily update these materials at any time or from time to time.

© 2023 Northern Trust Corporation

All Rights Reserved except that permission is granted to attorneys to use any part or all of the forms herein contained in the preparation of wills and trusts for clients.