All formsGrantor/Trustee: You are typically both the grantor (creator) and initial trustee
Successor Trustee: Name who takes over if you become incapacitated or die
Beneficiaries: Specify who receives trust assets and when (immediately, at certain age, etc.)
Trust Property: List all assets being transferred into the trust
Funding the Trust: After signing, retitle assets in the name of the trust (real estate requires a new deed)
Powers: Define the trustee's powers to manage, invest, and distribute trust assets
Revocation: As a revocable trust, you can amend or revoke it at any time during your lifetime
Estate Planningpdf
Revocable Living Trust
Trust document allowing you to transfer assets during your lifetime, avoid probate, and maintain control as trustee until death or incapacity.
Instructions
Instructions
Note: A living trust only works if you fund it — transfer your assets into the trust. Unfunded trusts provide no benefit.