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Included with LeaseCraft Annual · Preview free

Revocable Living Trust

Create a revocable living trust with Schedule A, a certification of trust, a pour-over will and funding instructions, signed as your state requires.

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What this document does

An individual, or a married couple together, creates a revocable living trust that holds their property during life, provides for incapacity and passes the property to the people they choose at death, with a Schedule A of trust property, a certification of trust, a pour-over will for each grantor and funding instructions, prepared with the signing formalities LeaseCraft has verified for the selected state. It does not transfer real estate or other titled property into the trust by itself (that needs separate deeds and account changes), it is not a tax-planning trust, and LeaseCraft prepares it only in states whose trust and will execution rules it has verified at the official source.

What it covers

  • About This Package
  • Creation of the Trust
  • Trust Property
  • Incapacity
  • Trustees
  • Distribution After Death
  • Shares for Young Beneficiaries
  • Trustee Powers
  • Administration and Definitions
  • Special Instructions
  • General Provisions
  • Acceptance by Trustee and Execution
  • Schedule A - Trust Property
  • Certification of Trust
  • Funding Instructions (not part of the trust agreement)

A template you fill in yourself from your own answers. LeaseCraft is not a law firm and does not give legal advice; for advice about your situation, talk to a lawyer.

How it works

1

Answer the questions

Plain-language questions about the people, dates and terms.

2

Preview it free

Read the document built from your answers and change anything before you download.

3

Download PDF and Word

Included with LeaseCraft Annual ($19.99/year).

Questions about the Revocable Living Trust

The trust agreement, Schedule A (the list of property you put into the trust), a certification of trust that the trustee can show to banks and others, funding instructions, and a pour-over will for you (and, for a joint trust, one for your spouse) that gives anything left outside the trust to the trustee at death.

No. LeaseCraft prepares it only where it has verified, at the official source, the state's rules for signing the trust, the certification of trust and the pour-over will. In other states the wizard says so. Because the package contains a will, it is never offered in a state where LeaseCraft does not prepare a will.

Each document is prepared with the witness lines, oath and notary space your state's verified rules call for, and a checklist explains who may witness, whether a notary is needed, and in what order to sign, each with the statute and the date LeaseCraft read it.

No. You also have to fund the trust - for example by recording a new deed for your home and asking your bank to retitle accounts. The funding instructions explain the steps. The package does not include deeds.

LeaseCraft is not a law firm and the package is prepared from your answers without legal advice. If you have a blended family, a beneficiary with special needs, business interests, a taxable estate or property in more than one state, talk to a lawyer before you sign.

Create your Revocable Living Trust

Answer the questions, then preview the finished document before you download it.

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