revocable-living-trust
Revocable Living Trust
Drafts a revocable living trust preserving grantor control during lifetime with seamless asset transfer at death, tailored to applicable state law.
Prerequisites
Gather before drafting:
- Grantor(s) — full legal name, address, state of residence, marital status, individual vs. joint trust
- Beneficiaries — primary/contingent names, relationships, distribution preferences (per stirpes/per capita), minor age restrictions
- Assets — real property (legal descriptions, APNs), financial accounts, business interests, significant personal property
- Trustees — initial, successor (first/second/third), co-trustee arrangements, corporate trustee preferences
- Distribution plan — specific bequests, age-based schedules, outright vs. continued trust, spendthrift needs
- State requirements — execution formalities, community property vs. common law, applicable trust code
Document Sections
1. Declaration of Trust
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